Microsoft has announced the Microsoft Dynamics 365 Dec 2016 Update (CRM) with the exciting new features and bug fixes Key features: Editable Grid Concurrently running Business Processes Interactive Service Hub enhancements Email engagement Mobile App enhancements Dynamics 365 App for outlook enhancements Link to download the update: https://www.microsoft.com/en-us/download/details.aspx?id=54515 Link to the KB article…
Category: Microsoft Dynamics
Useful information about Microsoft Dynamics CRM. Best coding practices in Dynamics CRM.
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 add Webresource/IFRAME in CRM 2016 Interactive Service Hub form – Resolved in Update 8.1
If you are using CRM 2016 [Version 8.0] and without Update 1 installed, you might notice that Interactive Service form doesn't have option to include 'Web resource' and 'IFRAME' component which is a great drawback. Many users have complained about this and Microsoft has fixed this in Microsoft CRM 2016 Update 1 release. You would…
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…
Integrating On Premise applications with CRM Online via Azure Service Bus
In enterprise solution scenarios, it is very much required to integrate CRM online with on premise line of business applications. Microsoft Azure Service Bus is used to facilitate integration between CRM online and 'on premise' line of business applications. This article describes the steps to configure azure service bus queue for CRM online integration. Steps to configure…
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…
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:…
Microsoft CRM 2016 Interview Questions
Q. What are the new features introduced in CRM 2016 Q. Explain the differences between enhanced SLA vs Standard SLA Q. Explain the functionality of each of the below marked services in Microsoft CRM 2016 Q. Explain the functionality of 'Automatic Record Creation and Update Rules' To access: CRM Main page>Settings>Business Management Q. Explain…
‘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…
Navigation Bar change in CRM 2016/2015 update1
Navigation Bar in Microsoft CRM has a new change introduced in CRM 2016 (also CRM 2015 update 1). This is now more user friendly and options are more easy to choose from. The tiles are smaller, so more fit into a grouping, while the bar at the top is wider and easier to see. These size…
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…
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