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,…
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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…
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…
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…
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…
Unable to load the windows server 2012 R2 ISO file in virtual box. Getting error VERR_NOT_SUPPORTED
Recently my friend was trying to set up an environment in virtual box with the iso file for Windows Server 2012 R2. He was getting the below error and has asked my help. I would like to share the reason for this issue in our case with you. If you come across a similar error…
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…
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