• Globally Define Error Reporting Preferences Out of the Box

      Paul Nieuwelaar, 09 October 2014

      In Dynamics CRM every now and then users may encounter errors like the one below. These are typically random errors with Microsoft scripts that usually do not affect any functionality. We’re prompted with the option to ‘Send Error Report’ to Microsoft so they can fix the bug if e

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    • Data Encryption Errors After Restoring Microsoft Dynamics CRM Database

      Paul Nieuwelaar, 08 October 2014

      If you’re seeing an error similar to the one above, you’ve probably done a database backup and restore from a Dynamics CRM 2013 instance into a new Dynamics CRM 2013 or 2015 instance. This error will pop up when you try and modify a user’s email address, or open personal options f

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    • Users Unable to Track Emails after CRM 2013 SP1 Update

      Paul Nieuwelaar, 06 October 2014

      If you’ve recently upgraded to CRM 2013 SP1 and you’ve applied the product update for cases, you might be experiencing an issue where outlook users are unable to track certain emails in CRM. They receive an error: You do not have permissions to access these records. Contact your Microsof

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    • Required Fields Missing Red Asterisk Symbol in Microsoft Dynamics CRM

      Paul Nieuwelaar, 28 September 2014

      Recently we noticed a problem where some users were not seeing that a field was required in Dynamics CRM 2013. The field still behaved the same, and would display a notification if the field was left blank, however it simply would not show the red asterisk beside the field letting the user know the

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    • New Conditional Statements Microsoft Dynamics CRM 2015 Business Rules

      Paul Nieuwelaar, 25 September 2014

      Business Rules were introduced in Dynamics CRM 2013, which allowed customizers to create simple conditions to manipulate the form without needing to write any JavaScript. The only limitation of this was that to create If-Then-Else style conditions we had to create multiple business rules to accommod

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    • Branching Business Process Flows in Microsoft Dynamics CRM 2015

      Paul Nieuwelaar, 24 September 2014

      Microsoft Dynamics CRM 2015 adds a new feature to Business Process Flows that were introduced in Dynamics CRM 2013, which now allows us to branch the process in a different direction based on some condition. Similar to in a workflow or dialog where we might have several different paths that can be t

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    • Dynamics CRM 2013 - Advanced Find in Global Nav Solution

      Paul Nieuwelaar, 07 August 2014

      In an earlier blog post by Greg, he talked about how it would be nice to see Advanced Find in the Global Nav, so I decided to go ahead and make his dream come true. I’ve created a simple managed solution which can be installed into CRM 2013, which automatically adds an Advanced Find button

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    • Install and Configure Dynamics CRM 2013 for Outlook 2013

      Paul Nieuwelaar, 04 August 2014

      1.  Download First you need to download the Dynamics CRM 2013 Outlook Client Installer, which can be downloaded in 2 ways: Click on the ‘Get CRM for Outlook’ bar that appears at the top of your Dynamics CRM 2013 system when accessing it via the web browser. Clicking this button wi

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    • View Business Rules for All Entities in Dynamics CRM 2013

      Paul Nieuwelaar, 31 July 2014

      In Dynamics CRM 2013 we can create business rules for different entities from within a solution, using the new ‘Business Rules’ node under each entity. The business rules for an entity will be automatically deployed with the entity, just like with views, forms, and fields etc. From the B

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    • Rollup 3 Fixes Many Pain Points of CRM 2013

      Paul Nieuwelaar, 30 July 2014

      Rollup 3 for Dynamics CRM 2013 is now available to download, and fixes many of the issues I’ve experienced with CRM 2013. Here are some of the main bug fixes which I’m happy to see: Unresolved email sender is not displayed correctly on Email form Unresolved recipients on an email used

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    • Activate God Mode in CRM 2013 - Don’t Let Your Users See This

      Paul Nieuwelaar, 29 July 2014

      Previously I’ve been posting about how to recreate CRM functionality using browser bookmarkets. These have included useful functions like opening advanced find, or publishing customizations. In this blog post I’m going to go one step further and show how we can completely disable ALL cli

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    • Temporarily Disable Auto Save in CRM 2013 with Bookmarklet

      Paul Nieuwelaar, 28 July 2014

      In Dynamics CRM 2013, when auto save is enabled, any changes to a record will be saved automatically when you close the record. In some cases we need to change data on a record to test functionality, and so we don’t always want those changes to be saved. I’ve created a browser bookmarkl

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    • Customize and Publish from CRM 2013 Forms with Bookmarklets

      Paul Nieuwelaar, 27 July 2014

      In Dynamics CRM 2013 Customizers and Admins no longer have the ‘Customize’ tab on records anymore, which I often found useful for when we need to quickly get in and customize an entity, and then once done come back to the record and publish customizations. To make things a little easier

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    • CRM 2013 Open Advanced Find from Anywhere with Bookmarklet

      Paul Nieuwelaar, 24 July 2014

      In a previous blog post of mine I explained how to add Advanced Find onto the Form Command Bar in CRM 2013, since the list view no longer stays open while on forms like they did in 2011, it can be difficult getting to advanced find sometimes. In this blog post I will be taking the code from that blo

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    • CRM 2013 Custom Bookmarklets to Replace Missing Save Buttons

      Paul Nieuwelaar, 22 July 2014

      In a previous blog post by Jared Johnson, he showed how to create some custom browser bookmarks/favourites to help make some common tasks easier in 2013. These included easily copying the ID of a record, and quickly refreshing the data on the form if it has changed by a workflow etc. He also explain

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