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…

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…

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'…