
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
Read the full article hereDynamics 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
Read the full article hereA 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
Read the full article hereRecently 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
Read the full article hereWhile 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
Read the full article hereWhen 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
Read the full article hereIn 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
Read the full article hereIn 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
Read the full article hereDynamics 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
Read the full article hereWhen 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
Read the full article hereIn 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
Read the full article hereA 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
Read the full article hereBusiness 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
Read the full article hereYour 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
Read the full article hereCRM 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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