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 2015
Strange Error while scheduling Service Activity in CRM 2016 – An Error Has occurred. Please return to homepage and try again.
We got a strange error [strange JavaScript popup alert] while scheduling service. Searching for the similar error in google did not help either. It took almost 2 days to narrow down the issue and find the root cause. If you come across the same issue, this post might help you. Issue: An error while scheduling…
Unable to login to Dynamics CRM error while generating Crm proxy class – CrmSvcUtil
If you are experiencing the error 'Unable to login to Dynamics CRM' while generating the CRM Proxy class using CrmSvcUtil tool, you should try this to resolve it. There is a new command parameter added to the CrmSvcUtil tool : interactivelogin:true You may append this command parameter to your CrmSvcUtil command line and this would give you a pop…
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…
How to create and configure Calculated field in CRM 2015
"Calculated Field" is a new feature introduced in CRM 2015 which can be used to store calculated values. The key benefit is, this can be setup from CRM UI without any code. Let’s have a look at how to setup this field type and the scope of this field type in implementations. Here the requirement is to…
How to create and configure Rollup field in CRM 2015
"Rollup Field" is a new feature introduced in CRM 2015 which can be used for setting up extended fields to store aggregated values. The key benefit is, this can be setup from CRM UI without any code. Let’s have a look at how to setup this field type and the scope of this field type…
How to enable Business Rule to execute server side in CRM 2015?
In CRM 2015, there is a very important update which can be considered for replacing many workflows or plugins – Executing Business Rules from Server Side code. When Business Rule feature was introduced in CRM 2013, it was capable of executing from client side alone and with the 2015 update, we now be able…
‘First Response By’ and ‘Resolve By’ fields are not getting populated on case form for enhanced SLA
When you implement SLA feature in CRM 2015/2016 you might worry about these fields as they would be filled only based on the SLA type – ‘Standard’. You may remove the fields from the Case form depends on the SLA type (‘Enhanced’) you opt for the CRM setup. If you enable the standard SLA,…
How to set default Entitlement during Case Creation in CRM 2016?
Before CRM 2015 Update, users had to set the entitlement to a case record manually and as with the latest Microsoft CRM update, it can be automated. An entitlement can be set as a ‘Default Entitlement’ for a customer and thereafter when a case is created for the customer, which entitlement will be assigned…
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…
How to upgrade a CRM 2015 multi-tenant deployment to CRM 2016?
By running the setup file for CRM 2016, you can upgrade one organization and rest of the organizations would be disabled automatically. After the successful upgrade of first Organization in the server, other organizations need to be upgraded from ‘Deployment Manager’. In the current scenario, I have CRM 2015 server with two organizations 'Demo'…
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…
How to setup Hierarchy Security in CRM 2015?
Hierarchy Security is a new feature introduced in CRM 2015. It makes the security architecture of CRM 2015 more flexible. Common facts about Hierarchy Security Before explaining how to setup hierarchy security in CRM 2015, I would like to mention few facts about Hierarchy Security. You can enable or disable hierarchy feature anytime from Settings>Security>Hierarchy…
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…
Global Search in CRM 2015 – New CRM 2015 feature #2 explained
Global Search in CRM 2015 - New CRM 2015 feature #2 explained: You can now search in Microsoft CRM 2015 across different record types or configure specific fields on your preferred entities. Simply enter your search criteria in the general navigation search bar and let CRM do the searching for you. There is a…
Enhanced Business Rules in CRM 2015 – New CRM 2015 feature #1explained
Enhanced Business Rules in CRM 2015 - New CRM 2015 feature #1 explained: Now there is no need to create multiple business rules for one logic string in CRM 2015. Business rules can now contain If/Then logic and the ability to combine expressions using And/Or. This feature would reduce much effort on adding the branching…
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…
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