Performance is always a great concern for any CRM implementation and there are few key things need to consider when analyzing performance improvement. I thought it would be helpful if I summarize the basic key checks to be done to improve the performance in Microsoft CRM On premise deployment. 1. Check - Principal Object Access…
Category: Microsoft CRM 2013
What is ‘Ticker Symbol’ field format in Microsoft CRM?
Ticker Symbol is a one of the formats of field type ‘Single Line of Text’ in Microsoft CRM. This is a kind of text field which stores the value as string but clicking on this field value would open the ‘MSN money page’ [Stock Market details] for the text in the field value. In…
MB2-700 Dynamics CRM 2013 Applications Certification Helper – Question#1
Which two record types require a reference to the subject tree? Each answer presents part of the solution. (Choose TWO) A. Sales Attachments B. Case Resolution Activity C. Cases D. Sales Literature E. Knowledge Base articles For Sales Literature and Knowledge Base articles, subject lookup is set as ‘business required’. Sales Literature: Knowledge Base Article:…
How to setup Routing Rule in CRM 2016/2015/2013 Update
In versions prior to CRM 2013, an entity could only be routed to default queue of the owner of the record when record is created or assigned. For any other conditional routing, custom development was the way to go. Now with CRM 2013 update and above versions, we can configure rules to automate routing of…
Unable to get property ‘firstChild’ of undefined or null reference – Error accessing Microsoft CRM
You might have received this annoying popup error while accessing Microsoft CRM. You might wonder if there is anything wrong with the Jscript customization in your solution! This is actually a browser related problem and you can fix it quickly. Resolution: Add the CRM url to the 'Trusted sites' list and you would not get this…
Changing parent BU removes security roles assigned to the users of that BU – Issue fixed in CRM 2015
There was a strange issue in CRM 2011 where the security roles of users part of a BU get removed when the BU's parent BU is changed. This issue seems like fixed by Microsoft in CRM 2013 RU2 and we do not see that issue in CRM 2015 either. If you are still using…
How to set and clear field notification in CRM 2013 using JScript – CRM 2013 Feature
There is a new client API feature introduced in CRM 2013 – Setting Form and Field level notifications through Jscript. Let’s have a look at how to set notification on a field on Account form. The requirement is to check and notify if Phone field on the account form is empty. Sample Code has been added…
How to set form notification in CRM 2013 using JScript – CRM 2013 Feature
There is a new client API feature introduced in CRM 2013 – Setting Form and Field level notifications through Jscript. Let’s have a look at how to set the form notification on the Account form. We will be using the new Xrm.page.ui.setFormNotitication() method to achieve this. Xrm.Page.ui.setFormNotification(message, level, uniqueId); Parameters message | Type: String. The text…
Unable to enable .Net Framework 3.5 in Windows Server R2 Update – CRM 2013 installation blocker
As part of installing CRM 2013 for one of our clients we have faced an issue where we couldn't enable .Net Framework 3.5 in windows server 2012 R2. Here is why and what did we do to fix it. possible reasons: Windows Server R2 Update might have the security update 2966827 or 2966828 already installed in the server…
MB2-703 CRM 2013 Customization and Configuration Guide explained – Question#6
Question #6: You are creating a custom entity. Which three communication and collaboration features can be disabled after they are enabled? Each correct answer presents a complete solution. A. Sending email B. Access Teams C. Document management D. Mail merge E. Notes Answer: Once the entity is created and the features are enabled,…
MB2-703 CRM 2013 Customization and Configuration Guide explained – Question#5
Question #5: You are using Microsoft Dynamics CRM Online. You plan to create an entity named Project. The Project entity will have 15 custom fields. Which two properties can you change after you create the entity? Each correct answer presents a complete solution. A. Ownership B. Number of fields C. Define as activity entity D.…
MB2-703 CRM 2013 Customization and Configuration Guide explained – Question#4
Question #4: What type of relationship exists between the Marketing List entity and the Contact entity? A. One-to-many (1:N) B. Many-to-one (N:l) C. Native many-to-many (N:N) D. Manual many-to-many (N:N) Answer: There is a Native N:N relationship between Marketing List and Contact. Due to this the intermediate entity that joins Contact with Marketing…
MB2-703 CRM 2013 Customization and Configuration Guide Explained– Question#3
Question 3: You need to add a new custom entity to a Microsoft Dynamics CRM database. Which three actions can you perform to achieve this goal? Each correct answer presents a complete solution. A. Execute a workflow. B. Import a Solution. C. Run a dialog. D. Create a new entity in the default Solution.…
MB2-703 CRM 2013 Customization and Configuration Guide – Question#2
Question 2: You are creating a customized Solution for a conference. Each conference attendee can register for multiple sessions, and each session can have multiple registered attendees. Attendees complete surveys after each session. Surveys have custom fields. Which relationship type should you use between attendees and session registrations to track surveys? A. One-to-many…
MB2-703 CRM 2013 Customization and Configuration Guide – Question#1
Question 1# A custom entity is no longer required. What should you do before deleting the entity? A. Remove the entity from any required security roles. B. Check whether the entity has any dependencies. C. Reassign all the records in the entity. D. Change the entity ownership to Organization. Answer to this question…
Cannot assign security roles for Quick Create and Quick View forms in Microsoft CRM 2013/2015 – MB2-703
There is an interesting question in MB2-703 certification which could be confusing even for those who have worked on CRM for some time. Question: You create two Quick Create forms on the Lead entity. The Quick Create forms are for different teams that process Leads for different product groups. Which factor controls the Quick Create…
Upgrade from CRM 2013 to CRM 2015 : A Step by step guide
Recently, we did an upgrade from Microsoft CRM 2013 to Microsoft CRM 2015 and thought it would be helpful for someone who is keen to do that soon. Pre requisites: .Net 4.5.2 needs to be installed Reporting Extension should be removed Microsoft CRM 2013 SP1 should be installed Time taken: It took 30 minutes for me to finish…
Associate/Disassociate plugin messages in CRM 2011/2013
In CRM, the Associate or Disassociate event happens: If you have a N:N relationship between two entities and when you try to associate or disassociate records either from Associated view or Sub grid. In Plugins, the Associate & Disassociate messages behave little different than other messages. When you register a plugin on Associate message, you…
CRM 2013 Features : Bing Map Integration
There is another cool feature in CRM 2013 - Bing Map integration. Here is the first look. Go to the Contact form and there is a link placed near to the Address. Clicking on this link would take us to the Bing Map< to the address entered in the address fields. This…
CRM 2013 Features : Skype Integration
Lets have a look at how Skype integration works in CRM 2013. Its a cool feature. Lets start with the System Settings where we can configure whether calls need to be triggered via Skype or Lync. Now, lets have a look at the Contact record with the phone number and it shows the…
Dynatecon Solutions 