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…

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…

Options: Plugin, Workflow or Dialog

This post is inspired by a popular article by my ex coworker Humberto Lezama G. regarding when to use plugins or workflows for implementing custom logic in Microsoft Dynamics CRM 2011. I have expanded the matrix to add additional criteria and more details about how each plugin vs. workflow handle different types of requirements. Additionally,…

Data Design for CRM Projects – Customisation Approaches

What factors affect the design choices Before getting to the different approaches, we need to consider what factors are most important when comparing different design approaches. Whenever we start a design for a customer, we have to be aware that each customer will put different emphasis on these factors. Benefits of using existing entities and…

Transferring Data from One CRM Organization to Other Organization

Here is the way to transfer data from one Microsoft Dynamics CRM organization to another for some record type. This blog covers the steps you can follow to move data from one organization to another using Import Wizard. Let us take example that you want to move data for Account and Contact record types. 1.…

Integrating CRM using SQL Integration Services (SSIS)

Many Microsoft Dynamics CRM (MSCRM) implementations involved integration with other systems. When I think of integrations between systems, the common approaches pop up immediately in my mind are BizTalk, Scribe or to write a custom integration framework using the CRM Software Development Kit (SDK). Here is an approach that may be considered for your integration project…

Useful links for a Dynamics CRM 4.0 learner

I am just posting these lins here just because I felt like these will be relaly helpful for the newbies into dynamics CRM. Developer Ramp up Kit for Microsoft Dynamics CRM 4.0 This kit is for .NET based developers who want to ramp up and build on top of the Microsoft Dynamics CRM platform. The best…

MS CRM – Workflow Best Practices – Reduce Wait time

As many of you know, the more items you have in a wait state in MSCRM the slower the system can perform. On of the best practices is to wake up every so often and perform your check and go back to sleep if the condition doesn’t meet. Example: Case: Wait 7 days and if…

Microsoft turns up the heat on Salesforce.com, Oracle

Microsoft is rolling out its CRM Online service globally and offering financial incentives to users who switch over Microsoft announced last week that it's Dynamics CRM Online software is now available in 40 markets around the world, bringing it in closer competition with Salesforce.com and Oracle's CRM on Demand. In hopes of poaching customers from…

Microsoft Dynamics CRM vs. SalesForce.com

When it comes to sales force automation (SFA) and customer relationship management software (CRM), most offices will find the Microsoft Dynamics CRM a superior product to the SalesForce.com CRM. Why? Take a look below to understand why most offices will prefer Microsoft Dynamics over SalesForce. Microsoft Integration The vast majority of modern offices use Microsoft…

Microsoft Dynamics® CRM Overview

Microsoft CRM Key Strengths Tight integration with the Microsoft Office® system and Office Outlook, allowing employees to easily pull information from Microsoft Dynamics® CRM into Office system applications such as Microsoft Office® Excel spreadsheet software and Microsoft Office® Word word processing software. Quick and easy access to your data through context-sensitive information for populating forms…

Microsoft CRM Interview Questions – Part 14

A How to give web link or URL in email activity of MS Dynamics CRM 4.0? B Purpose of MetaData Service? C Types of WebService? D Types of Authentication in MS Dynamics CRM 4.0? E How to give windows Authentication in Asp.Net application? F Concept of Multitenancy? G Deployment of pluign types? H Benefit of…

Microsoft Dynamics CRM Available Globally

Microsoft is going global with their cloud push. Today, Microsoft CEO announced thatMicrosoft Dynamics CRM Online will be available globally. This is the cloud version of the Microsoft Dynamics CRM 2011 which itself will be available globally on Feb 28, 2011. It is now available at 40 markets in 41 languages with a special promotional…

Workflows v/s Plugins

Workflows and by extension, custom workflow activities, execute totally asynchronously. Plugins can execute both asynchronously and synchronously. Workflows can be manually executed, or automatically triggered by selected events. Workflows can be limited to automatically execute within specific organizational scopes (ie. Org, BU, Parent and Child BUs, or for the Owner only). Plugins are always triggered…

Microsoft Dynamics CRM Interview Questions Part1

Following are some of the questions which were asked most frequently in the Microsoft CRM interviews.  Generally during the recruitment of MS CRM Functional consultant, Technical Consultant or Test Consultant, answers to these questions are much expected. I will add few more questions in this post. 1. What is a Plug-in? 2. What is a…

Microsoft CRM Interview Questions – Part 2

This blog is dedicated to the users who are looking for the advanced level of interview questions and for the people who want to dive deeper into MSCRM.I will add questions in incremental basis. Q: What is CRM Service of MSCRM? Ans: CRM Service is the main web service and it exposes Six methods such…

Microsoft CRM Interview Questions – Part 3

1 What is CRM Service of MSCRM? 2 What is Metadata service of MSCRM? 3 What is discovery Service? 4 What is a Plug-in? 5 What is a Workflow? 6 What are the differences between Plug-in and a Workflow? 7 What are the differences between Asynchronous Plug-in and a Workflow? 8 When will you use…