• 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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    • Tracing and Logging Plugins in Dynamics CRM 2015 Online

      Ahmed Anwar, 04 June 2015

      Microsoft Dynamics CRM 2015 Update 1 has introduced a new feature for developers to troubleshoot plugins more efficiently when using ITracingService. This feature allows developers to record tracing information from the Trace() method invoked from Plugins or custom Workflows. The recorded informatio

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    • CRM 2015 FetchXML Aggregates not working in Plugins Anymore

      Paul Nieuwelaar, 28 May 2015

      If you've started receiving random NullReferenceException errors when executing your plugins after upgrading to CRM 2015, this might be why. When performing SUM aggregates in plugins, for some reason now, if there are no records for that entity, instead of giving you no results like it used to, you

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    • Approve Microsoft Dynamics CRM Online 2015 Update 1

      Colin Maitland, 27 May 2015

      Microsoft Dynamics CRM Online Update 1 (May 2015) is now available. In this blog I will show you how to schedule and approve this update for your Organisation. Important: The best practice prior to applying updates to a production instance of Microsoft Dynamics CRM is to first complete the foll

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    • Opening Web Resources in Xrm.Utility in Dynamics CRM 2015 Online Update 1

      Ahmed Anwar, 26 May 2015

      In this article, I'll talk about opening web resources using the Xrm.Utility.openWebResource function. Xrm.Utility.openWebResource(webResourceName,webResourceData,width, height)The new function opens a new web resource by passing its schema name, optional data, width and height.Assume you have a ret

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    • Tracking Changes in Dynamics CRM 2015 Update 1

      Ahmed Anwar, 25 May 2015

      Tracking changes is a new feature introduced in CRM online. Tracking changes is important when performing data synchronisation between CRM and other systems. In this article, I'll explain how CRM can detect changes in records. One day your boss asked you to develop a tool that runs every day to sy

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    • Alternate Keys in Dynamics CRM 2015 Online Spring Update

      Ahmed Anwar, 24 April 2015

      Alternate keys is a new feature introduced in Spring Update and it is one of three features that significantly improves integrations/synchronizations with other systems. When synchronising data with other systems, you might deal with annoying problems when mapping records with different Data Types

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    • Power BI Microsoft Dynamics CRM Online – Part 18

      Colin Maitland, 23 April 2015

      In this series of blogs I have described how to create and configure a set of Microsoft Dynamics CRM Online Organisation Accounts, Contact and Opportunity oDataSet queries using Power Query in Microsoft Excel.   The following list provides a quick-reference to the previous blogs in this series:  

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    • Performing Specialised Dynamics CRM SDK Operations using UpdateRequest

      Roshan Mehta, 09 April 2015

      The latest version of Microsoft Dynamics CRM 2015 (pre-release) introduces some improvements to the SDK to simplify common operations. In this post, we will look at how the UpdateRequest has been changed to allow us to perform specialised operations in a simple manner. In previous versions of Micro

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    • Correcting Customizations in the Sitemap when Upgrading to 2015

      Zoe Sands, 08 April 2015

      In the new CRM 2015 the site map has been updated with a new Settings tab, called Security. This tab has taken some of the related areas from Administration to make things less cluttered and easier to locate different settings. However if you are upgrading your CRM from 2013 to 2015 and yo

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