• 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

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    • 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

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    • 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

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    • 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

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    • 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

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    • 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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    • 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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    • Mapping parent lookup fields when using navigate in Dynamics CRM 2015

      Ahmed Anwar, 15 December 2015

      One of our customers wanted to create multiple forms for a custom entity and automatically redirect the user to the correct form based on a certain field value. Microsoft already has introduced the navigate() method since version 2011. Unfortunately in CRM 2015 version 7.0, the navigate function doe

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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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