• 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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    • Email Tracking Error with Dynamics CRM 2015 Outlook Client

      Paul Nieuwelaar, 02 April 2015

      Recently one of our customers upgraded from CRM 2011 to CRM 2015. During this process users were required to switch to the CRM 2015 Outlook Client. This meant uninstalling the 2011 connector and installing the 2015 connector. What we noticed however is that certain users were experiencing errors wh

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    • Microsoft Dynamics CRM 2015 – Global Navigation UI Changes

      Greg Olsen, 22 March 2015

      Microsoft Convergence 2015 in Atlanta allowed us to take a look at the new Spring '15 release of Microsoft Dynamics CRM. This release includes another round of feature changes. This blog post will outline what has changed with the User Interface relating to the Global Navigation of Dynamics CRM. Th

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    • Managing Articles in the Parature Knowledge Base

      Manjula Chetty, 05 March 2015

      In my previous post, I showed you how to create folders in the Parature Knowledgebase to group related articles together. Today we'll look at managing articles within these folders to illustrate how the structure of the knowledge base can evolve as information about our products and services change

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    • Microsoft Dynamics CRM 2015 – SDK Solution Packager – The given path’s format is not supported

      Greg Olsen, 20 November 2014

      Using the CRM 2015 Solution Packager within the Bin folder from the latest public CRM 2015 SDK (http://www.microsoft.com/en-us/download/confirmation.aspx?id=44567), you can extract the contents of a CRM Solution into individual files. I was using this tool with the following run command line option

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    • Microsoft Dynamics CRM 2015 Custom Help

      Roshan Mehta, 19 November 2014

      The ability to provide contextual custom help content for users is a very important piece of any CRM implementation, big or small. Microsoft Dynamics CRM 2015 now makes it easy to configure and manage help content, whether you are using CRM out of the box with a few minor customizations, or a highly

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    • Metadata and Entity Metadata browsers in Microsoft Dynamics CRM 2015

      Ahmed Anwar, 17 November 2014

      The Microsoft Dynamics CRM 2015 SDK added a new managed solution that’ll allow you to easily browse entity metadata. To browse entity metadata, all you need to do now is to import the new managed solution.  After importing, open the solution and go into the Configurations section. I

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    • Dynamics CRM 2013/2015 Open Lookup in New Window Bookmarklet

      Paul Nieuwelaar, 13 November 2014

      In Dynamics CRM 2013, and also CRM 2015, when we click on the link in a lookup field, the record opens. However, because of the flat UI introduced with CRM 2013, the record opens in the same window as the record you’re currently on. In other words, you’re forced to navigate away from the

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    • Microsoft Dynamics CRM 2015 Left Navigation Solution

      Jared Johnson, 13 October 2014

      Last year we created the Dynamics CRM 2013 Left Navigation. This changed the new navigation that came with Dynamics CRM 2013 to return to a vertical layout, including a scrollbar and also being more “sticky”. We’ve made couple of improvements, you can now install this as a solution

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