• QueryExpression Filter Lookup by Name instead of ID CRM 2016

      Paul Nieuwelaar, 12 April 2016

      In CRM if we want to filter a query using a particular lookup value, e.g. if you had a lookup to Country and you wanted to query all Accounts where the Country is New Zealand, you could achieve this in a couple of different ways. The first and most obvious way, is to directly reference the country

      Read the full article here
    • Hiding Side-bar Fields in the CRM 2016 Interactive Service Hub

      Isaac Stephens, 11 April 2016

      The CRM 2016 Interactive Service Hub has a lot of similar functionality to vanilla CRM that's presented in a new format, including the old ability to create a new record of an entity from a lookup field by clicking the '+ New' button. However, if you do this within the Interactive Service Hub, in

      Read the full article here
    • 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

      Read the full article here
    • Beware when setting the database compatibility level on a CRM 2016 system

      Gayan Perera, 23 March 2016

      Recently, we came across a bizarre SQL timeout issue when opening a record. After digging deeper we tracked down the query that was causing the problem. The issue is, if you have a Dynamics CRM 2016 system with an entity which has over 5 secured fields (via Field Level Security) and the SQL server d

      Read the full article here
    • 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

      Read the full article here
    • Register CRM 2016 Plugins and Steps Programmatically

      Gayan Perera, 03 March 2016

      We recently needed to programmatically register plugin assemblies and steps into a Microsoft CRM 2016 system. The registrations are done using the standard Create SDK calls. There are no need to call/execute any special requests against the Dynamics CRM API. Few things to note, you’ll need to execut

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • Recently viewed records and views in Microsoft CRM 2016

      David Mochrie, 24 February 2016

      Recently viewed records is a concept which has been in Dynamics CRM for a while, since 2011 in fact. It's a really useful feature and one I use regularly, but I hadn't paid much attention to the details of it until someone asked me how many records it shows. In CRM 2015 Update 1 and later, it's pos

      Read the full article here
    • Spell checking on send of an Email in CRM 2016 using Speckie

      John Towgood, 23 February 2016

      Speckie is a spelling checking add-on for Internet Explorer which is installed onto the client's machine. Once the add-on is enabled the spell checking functionality will be applied to all web pages viewed in Internet Explorer. Since Dynamics CRM 2016 is a web application and can be viewed in Intern

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here
    • 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

      Read the full article here