• Gotcha with creating personal email templates programmatically

      Zoe Sands, 21 June 2016

      Recently while trying to programmatically migrate Personal Email Templates between CRM organisations I got this error: “An unhandled exception of type 'System.ServiceModel.FaultException`1' occurred in Microsoft.Xrm.Sdk.dll Additional information: An unexpected error occurred.” Event Viewer didn’t g

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    • Dynamics CRM Share a Personal View with SYSTEM User

      Paul Nieuwelaar, 16 June 2016

      Why would you want to do this? Well if you’re reading this you probably have a good enough reason. My reason was because we needed to retrieve a personal view in a plugin. It needed to be a personal view because certain users should be able to edit the view, and we can’t give users access to customi

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    • Dynamics CRM Live View - tell us your idea

      Gayan Perera, 24 March 2016

      We thought it would be interesting to see if we could visualize Dynamics CRM system usage by users throughout the system similar to the way Internet attacks are displayed (https://cybermap.kaspersky.com). You might be wondering why you’d want to do that, well, it’s always interesting looking at a l

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    • Unusual Form Load times with Dynamics CRM 2016

      Gayan Perera, 21 March 2016

      With the new Turbo Forms feature in Dynamics CRM, users should see a huge difference in performance. However, different configurations and optimizations can lead to unusual performance issues. One we’ve seen recently is very slow Form Load times. There are a number of things that can attribute to s

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    • Microsoft CRM SSIS import failure due to truncations

      Zoe Sands, 02 March 2016

      While importing a CSV file into Microsoft CRM 2016 using a SSIS Integration Services Project, I encountered this error: Data conversion failed. The data conversion for column "Street 1" returned status value 4 and status text "Text was truncated or one or more characters had no match in the target

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    • Fixing a Broken Add Email Button for CRM 2015 Cases in Outlook Client

      Isaac Stephens, 29 February 2016

      There's a very conditional error that occurs when using both Microsoft Dynamics CRM 2015 and the Outlook Client 2015 to connect to it. The bug occurs when you select an existing case, go to the Add tab and click Email - nothing happens. This is interesting because the other buttons such as Phone Cal

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    • How to be more proactive about CRM 2016 system issues

      Gayan Perera, 25 February 2016

      Being proactive about system issues apply to just about anything. For example, your car showing the amount of gas remaining in the tank, engine warning lights, oil warning lights, when the warrant of fitness expires etc. These are all vital information for a smooth operating vehicle. Having similar

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    • Unsupported Scripts and Global functions and variables in 2016

      Zoe Sands, 22 February 2016

      CRM has several global functions and variables that can be used in your JavaScript's to gain information about the context that CRM is currently being used in. Pre 2016 you accessed these functions by simply calling them directly…However in 2016 due to the use of Turbo Forms and the way that they l

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    • Programmatically Move Cross Entity Business Process Flow Stages in CRM 2016

      Gayan Perera, 19 February 2016

      While working on a project, we wanted to reduce the number of clicks a user had to perform in order to move to the next stage of a cross entity business process flow. A quick look around the Dynamics CRM SDK and Bing/Google came up with road blocks. It seems the only way to advance a cross entity CR

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    • How to figure out if Turbo Forms are enabled in Dynamics CRM

      Gayan Perera, 18 February 2016

      Microsoft introduced a new feature called Turbo Forms with CRM 2015 Update 1 which improved form load performance. You might have systems that contain javascript code that are not supported/crash when Turbo Forms are enabled. There are couple of ways to get around this. One, is to toggle the feature

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    • Configuring CRM Server Side Sync with Gmail

      Paul Nieuwelaar, 17 February 2016

      For some reason I always seem to have problems configuring server side sync with Gmail addresses, and it always seems to be the same setting in Gmail which is blocking the connection, so I'm writing about this to make it easier for anyone else setting up server side sync with Gmail (including myself

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    • CRM Server Side Sync Credentials Disabled - Allow Nonsecure Channel

      Paul Nieuwelaar, 16 February 2016

      When configuring server-side-sync for CRM 2013, CRM 2015, or CRM 2016, by default if you want to specify credentials for the Email Server Profile or Mailbox, the fields will be disabled if your CRM is running on HTTP like my development server here. Since I have no intention of making this server us

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    • Programmatically Setting the Active Stage of Business Process Flows via Plugin

      Isaac Stephens, 15 February 2016

      Interacting with business process flows programmatically in Dynamics CRM can get a little tricky, due to some unexpected behaviour that still exists within CRM 2015. There are plenty of online resources which cover clientside programming for business process flows using javascript, which typically p

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    • Making a Field Read-only On a Business Process Flow

      David Mochrie, 11 February 2016

      Dynamics CRM Business Process Flows (BPFs) can be very useful for guiding users through business processes in CRM. One limitation of a BPF is that fields on them can’t be made read only simply by making the field read only on the form. There is however a code-free way round this using business rules

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    • Command Bar Buttons Disappearing in Dynamics CRM

      Roshan Mehta, 03 February 2016

      A CRM user recently reported that they were unable to see items within fly-out menus on the command bar in Dynamics CRM 2013. Whenever they tried to run a report against an Account, they would see "No actions available" when selecting a report to run. They received the same message when trying to cr

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