• Dynamics 365 Set Value vs Set Default Value

      David Mochrie, 15 December 2016

      Business Rules are a really useful tool in Dynamics 365 for writing client side script without code. In this video, David Mochrie demonstrates the subtle but important difference between the 'Set Value' and 'Set Default Value' action in business rules

      Read the full article here
    • Moving Dynamics CRM Business Process Flows with multiple Branches

      Jordan Hohepa, 07 November 2016

      Business Process Flows (BPFs) can be used to guide users through different phases to reach a desired outcome. BPFs make use of stages and steps, where stages are different phases in a process which users can complete one by one before moving on, and steps are fields within a stage which can be used

      Read the full article here
    • Hiding and Showing a Dynamics CRM Business Process Flow with Javascript

      Jordan Hohepa, 04 November 2016

      Business Process Flows (BPF for short) are used in CRM systems to guide users towards a desired outcome by defining steps for users to follow. In some instances, these processes are added to entities, such as the Lead entity, and can be very useful and for other instances they may not be needed. Dur

      Read the full article here
    • Dynamics CRM Business Process Flow Tooltips

      Jordan Hohepa, 03 November 2016

      CRM 2013 introduced tooltips which would be shown when users hovered their mouse over a label on the form. These tooltips texts could be set when creating or editing a field in the ‘Description’ area. At the of writing this blog that same custom tooltip functionality is not available for any fields

      Read the full article here
    • Why Microsoft CRM for Sales is Imperative

      Ann Miller, 02 November 2016

      Sales people are expensive people to bring on-board.  We tend to know our own worth and are often motivated by winning and being well recompensed for our efforts. We will research a prospective employer and weigh up all aspects of the company including remuneration, sensible target and quota se

      Read the full article here
    • Error while Adding Existing Processes in Dynamics 2016

      Jordan Hohepa, 01 November 2016

      Recently while working on a project I came across a weird error which prevented me from adding any kind of process to a solution. At the time, the solution I was attempting to add to did not contain many processes, having a single Business Process Flow, a single Workflow, and a couple of Business Ru

      Read the full article here
    • Testing Applications that Import Excel Files into Microsoft Dynamics CRM

      Miguel Nepomuceno, 10 October 2016

      The ability to import data from spreadsheets is a powerful and useful functionality in Microsoft Dynamics CRM. It allows business users to collect massive amounts of data all into Microsoft Dynamics CRM such that users are able to keep track of customer information all into one place. This is becaus

      Read the full article here
    • Selenium with Dynamics CRM Automating Clicks in Navigation Groups

      Miguel Nepomuceno, 03 October 2016

      I’ve been experimenting with different types of test automation tools such as Selenium with Microsoft Dynamics CRM. So far, I’ve been experimenting with how I can navigate through a Microsoft Dynamics CRM solution such that I can simulate test cases and automate tests later on. Selenium is a tool su

      Read the full article here
    • Customer Field in Dynamics CRM 2016 SP1

      Roshan Mehta, 29 August 2016

      Microsoft Dynamics CRM 2016 Service Pack 1 (SP1) introduces the “Customer” field type – a new data type which gives you the ability to add a lookup field to a customizable entity which allows users to select Accounts or Contacts. Requests for this feature date back to the CRM 4.0 days, so it is nice

      Read the full article here
    • 10 things you may not know about Immersive Excel

      David Mochrie, 02 August 2016

      A new feature in Dynamics CRM 2015 Update 1 was ‘Immersive Excel’. This allows you to export data in a view from CRM to Excel Online, edit the data there, and then save those changes back to CRM. You never leave CRM, the Excel Online window opening up right there within CRM. It’s a really quick way

      Read the full article here
    • Working with Related Knowledge Articles in CRM 2016 Interactive Service Hub

      Isaac Stephens, 22 June 2016

      With the release of CRM 2016 we gained access to the new and improved Interactive Service Hub, designed by Microsoft to replace the old knowledgebase functionality of previous versions, as well as to provide a host of new features for CRM users who work primarily in service. Part of the new knowledg

      Read the full article here
    • 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

      Read the full article here
    • Filter N:N Add Existing Lookup Dynamics CRM 2016 Turbo Forms

      Paul Nieuwelaar, 20 June 2016

      In CRM 2016, when turbo forms are enabled, pretty much any unsupported code will break. Usually it’s easy enough to add a ‘parent.’ To the front of any unsupported code, however if you’re using the code from my blog post on how to do this in CRM 2013, there’s a few tricky things that need to be upda

      Read the full article here
    • 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

      Read the full article here
    • Issues with IFD and Dynamics CRM 2016 Update 0.1

      Roshan Mehta, 03 May 2016

      While performing test patch updates to our clients in Auckland, Wellington and Christchurch we encountered strange behaviours with Microsoft Dynamics CRM 2016 Update 0.1. Microsoft Dynamics CRM 2016 Update 0.1 fixes a lot of issues with the RTM build of CRM 2016, but also introduces some major prob

      Read the full article here