• Working with Dynamics CRM Activity Party Lists in C# Plugins

      Paul Nieuwelaar, 07 September 2015

      Every time I have to do something with activities in CRM it ends up taking way longer than expected. Unlike most entities in CRM, activities have a lot of unusual relationships and field types, not to mention all the behind the scenes processes which tend to not like when you introduce your own cust

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    • Addressing the Principal team is missing privileges Error while Migrating Dynamics CRM Data

      Zoe Sands, 28 August 2015

      While performing a data migration between Dynamics CRM instances using the SSIS Integration Toolkit I encountered this error while attempting to migrate Accounts: Principal team (Id=xxx, type=9) is missing prvReadAccount privilege This error occurs because many of these Account records are owned by

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    • Basic HTML Rich Text Editor for Microsoft Dynamics CRM 2015

      Paul Nieuwelaar, 25 August 2015

        By default, CRM doesn’t allow us to create our own custom fields using rich text or HTML, similar to the email Description out of the box. However, if we’re building forms that push data to a website dynamically, we may need the ability to build some HTML in CRM. In the past there’s been a f

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    • CRM 2015 Online - Accessing Subgrid data using Javascript

      Ahmed Anwar, 24 August 2015

      In CRM 2015 online, the grid control has new methods and events to assist the developer to get additional data about the grid like Ids or an array of selected records. In this blog post, I’ll show you two applications you might need to apply during your development. When a subgrid control is added t

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    • Dynamics CRM 2015 Solution Import Fails with Unable to find Metadata

      Gayan Perera, 12 August 2015

      We recently had a query around why a solution import would fail when it was exported from CRM 2013 into a 2015 RTM environment with the following message: 0x80040216 Unable to find metadata information for attribute !Process_Custom_Attribute_URL_ This is caused by having a workflow where it would se

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    • Run Dialog in CRM 2015 Easily from JavaScript Library

      Paul Nieuwelaar, 12 August 2015

      A common requirement is to open a dialog process from JavaScript on click of a command bar button etc. This is quite easy to do, simply using window.open and passing in the right parameters to get the dialog working with the right record. The problem is that this doesn’t allow us to run code when th

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    • Call Action in CRM 2015 Easily from JavaScript Library

      Paul Nieuwelaar, 12 August 2015

      In my previous blog post I introduced a new JavaScript library for calling processes, and I showed the function for calling a workflow. In this blog post I’m going to look at the function for calling an action. Actions can be very useful when coupled with JavaScript, as it means we can execute compl

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    • Call Workflow in CRM 2015 Easily from JavaScript Library

      Paul Nieuwelaar, 12 August 2015

      In the past if you've needed to call a workflow from JavaScript, you need to build a massive XML SOAP request making sure to pass in the correct attributes and conditions to get the request working. This is tedious and messy, especially when there are many places you need to do this in a solution. I

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    • Dynamics CRM 2015 Update 1 - Error Updating SharePoint Site Absolute URL

      Gayan Perera, 11 August 2015

      We recently encountered an error with an online instance of Microsoft Dynamics CRM 2015 Update 1, where the web interface was hanging when trying to change the absolute URL of a SharePoint Site record. The progress spinner would say “Saving…” and would just keep spinning without a result or any erro

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    • CRM 2015 Custom Alerts and Popup Dialogs in JavaScript

      Paul Nieuwelaar, 10 August 2015

      CRM 2013 introduced light-boxes for most popups to make the UI look cleaner with less browser alerts and popups. However, these internal functions were not included in the SDK, so as developers we couldn't access them for our custom code. Instead, we've been forced to use alertDialog and confirmDi

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    • Executing Messages in a Single Transaction in Dynamics CRM 2015

      Ahmed Anwar, 07 August 2015

      In CRM 2015, you can now execute multiple CRM requests in a single transaction. This gives developers the ability to easily rollback or cancel transactions if one of the CRM requests within the transaction fail. For example, imagine you have a website which allows customers to buy products. Each p

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    • Retrieving Dates in FetchXML Aggregation for use in Dynamics CRM Reports

      Zoe Sands, 23 July 2015

      While writing a report using FetchXML, I needed to perform aggregation on a linked-entity where I encountered a problem in that fields that are not aggregated have to be grouped. For most fields this is fine; however, for DateTime data types this can be problematic as you cannot group by a date on i

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    • Bulk Hide Unused Fields from Users in Advanced Find in Microsoft Dynamics CRM 2015

      Colin Maitland, 21 July 2015

      When using Advanced Find the list of fields that are presented can be cluttered by the visibility of fields that are not used. Examples of these fields include Base Currency fields and many fields that are not displayed on Forms or Views. In this blog I will demonstrate how to hide the unused fiel

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    • Subgrid Visual Errors when Hiding a Tab or Section in Dynamics CRM 2013-2015

      Jared Johnson, 21 July 2015

      During an upgrade from a CRM 2011 system to CRM 2015, testers reported that some subgrids in the system were occasionally having strange visual errors where the buttons were being pushed down into where the field labels were displayed, and if the subgrid was in a labelled section the section name wo

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    • Dynamics CRM – Security Role Automatically Assigned to imported Teams

      Roz Millar, 09 June 2015

      I recently had to set up team ownership in Dynamics CRM for 1600 Accounts across 40+ Teams. Because of these large numbers, I decided to use the out-of-the-box Import Wizard to speed up the process. I started with the data import template available for the Team entity and entered the informati

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