• 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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    • Prevent the Dynamics CRM Email Router from Processing Old Emails

      Zoe Sands, 29 January 2016

      Recently I had an issue while setting up the Microsoft Dynamics CRM Email Router, where I was connecting to an existing email mailbox and all the emails were getting pulled through to CRM dating as far back as 2008. This created a lot of irrelevant data and made things difficult for users. Initial

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    • Handling SDK Errors Conditionally via HResult Codes in CRM 2015

      Isaac Stephens, 28 January 2016

      While developing plugins or console apps for Dynamics CRM that leverage the XRM SDK, you might find yourself wanting to handle specific errors, such as missing permissions, inserting duplicate keys, or any of the 2681 different web service error codes documented on MSDN and within the SDK (you can f

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    • A server certificate could not be validated for the Reporting Services Report Server

      Paul Nieuwelaar, 27 January 2016

      When you're installing Dynamics CRM (this is CRM 2015 in my case), the Reporting Services check may fail with the above error. For some reason, when you install SQL reporting services (this is SQL 2014 in my case), it defaults to using SSL, even though I have no intention of using HTTPS, as this is

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    • Dynamics CRM 2016 Adding Entity Components to a Solution

      Isaac Stephens, 26 January 2016

      In Dynamics 2016, you now have the option of selectively adding only certain views, charts, fields, keys, relationships, or messages to your solutions as opposed to entire entities. You don't have to do anything special to use this functionality; you're given a dialog prompt to select specific enti

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    • Interactive Experience Forms for a Custom Entity in Microsoft Dynamics CRM 2016

      Colin Maitland, 21 December 2015

      In this blog I will briefly highlight the look and feel of the new Interactive Experience Forms for a custom Project entity in Microsoft Dynamics CRM 2016 Online. This entity has a Business Process Flow associated with it and has related child Projects, Cases and Contacts. Form Header Tiles Thes

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    • Dynamics CRM 2016 Business Rules invoked by Business Process Flows

      David Mochrie, 21 December 2015

      Dynamics CRM 2016 is here and with it comes some exciting new features. One useful feature is the ability to invoke a business rule based on business process flow properties. Before we dig into this in more detail, let’s just review what a business rule and a business process flow are. A business ru

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    • Resolving Cryptography issues with the Dynamics CRM SDK in Azure Web Apps

      Jared Johnson, 18 December 2015

      When attempting to run applications that use the Dynamics CRM SDK in Azure Web Apps, you can get an exception when the app is trying to connect to CRM that looks like this: “ERROR: System.Security.Cryptography.CryptographicException: The data protection operation was unsuccessful. This may have been

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    • Dynamics CRM 2016 Cloning Solutions & Patches

      Isaac Stephens, 17 December 2015

      In Dynamics CRM 2016 you’ll see changes to the way CRM handles solutions, encouraging developers and customizers to track the changes to a solution over time more diligently than perhaps we’ve done in the past. On the Solutions page, you can now see the Clone a Patch and Clone Solution buttons, whic

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    • Dynamics CRM 2016 Excel Templates

      Isaac Stephens, 14 December 2015

      A new feature added in Dynamics CRM 2016 is the ‘Excel Templates’ dropdown button. From here you can create a template and export data from Dynamics CRM based off an existing entity view. This functionality and the easy availability of the button from the command bar is a good improvement from past

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    • Set Business Process Flow using a Workflow in Dynamics CRM 2016

      David Mochrie, 13 December 2015

      Business Process Flows (BPFs) are a really useful part of CRM. They can be used to manage records through multiple stages of a process. On CRM 2016, you can use a workflow to set a business process flow to be the active process on a record. On previous versions of CRM, this was only possible to do w

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    • How to Ensure Your CRM Project Comes in on Budget

      John Eccles, 11 December 2015

      Your CRM project doesn’t have to be like this! Magnetism has done many CRM projects that were on-time and on budget. But you will need to be intentional because in general, CRM projects are like most projects and most projects go over budget. In July 1997, the proposed new Scottish Parliament bui

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    • Using Groupings from Other Dynamics CRM Entities in Charts

      David Mochrie, 02 December 2015

      CRM charts are really useful for displaying data in a summarised format, giving users a very clear picture of their data. When designing a chart, you will set the 'Horizontal (Category) Axis Labels' This is a wordy way of of asking ‘What do you want to group things by’. For example, you may want to

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