Tip #58: Reset the Command Bar

If you upgrade to Microsoft Dynamics CRM 2013 and you find that one of the Command Bar buttons don’t work, reset the ribbon for the entity. Create a solution that just includes the entity with the button that isn’t working correctly and export from CRM. Extract the customization zip file. Open the customization.xml file in the editor […]

Tip #53: Prepare your SSRS reports for CRM Online

If your SSRS report works fine in BIDS and on-premises instances but fails to upload with very unhelpful message: An error occurred while trying to add the report to Microsoft Dynamics CRM. Try adding the report again. If this problem persists, contact your system administrator. then do the simple “1-2-3” test: Ensure that your report […]

Tip #51: What to do if your Plugin won’t Trigger or Debug when Registered on SetState

If you register a plugin on SetState, most of the time you can’t get it to trigger or debug.  Register it instead on the (technically deprecated) SetStateDynamicEntity message. It should work fine. Note: Instead of “Target”, the entity in the context for the entity being activated or deactivated, the new context input parameter will be […]