Tip #156: Why doesn’t my real time workflow do anything?

So you create a real-time (synchronous) workflow, and when you test it out, it doesn’t do anything. Say you have a workflow that should fire when an opportunity status is changed to “Won,” but you close an opportunity as “won,” and nothing happens, and there are no errors. Most likely, you have the workflow definition […]

Tip #155: During the upgrade all your CRM are belong to us

When importing a CRM 2011 organization into CRM 2013 UR2 or SP1 environment, you may receive a cryptic message “Database having version 6.0.0.809 is not supported for upgraded”. As it turns out, it has nothing to do with the version of the database being imported. If you are trying to import an organization database that […]

Tip #154: One pre-validate to rule them all

It may come as a surprise but when a contact is created as a side-effect of another operation, e.g. qualifying a lead or processing incoming message with contact auto-create in force, pre-validation plugin does not fire at all. It happens when operation performed is a compound message such as QualifyLeadRequest or DeliverPromoteEmailRequest. This behaviour, unintuitive […]

Tip #151: What happens if you don’t install the SP1 updates?

install update

After your organization is updated to SP1/CRM Online Spring ’14 update, platform enhancements and bug fixes are enabled, but the new customer service features and the new service management area in the Settings menu are not enabled until you go to Settings–>Administration and click “install product updates.” So what if you don’t use Cases and Queues? Do you need […]

Tip #149: If you are missing the “Service Management” link after upgrading to SP1

svcmgt

After your Dynamics CRM 2013 organization is upgraded to SP1/Spring ’14 update, and you install product updates in the Settings–>Administration area, you should see a new link called “Service Management” in the Settings area. If you don’t see this link after you install the product updates, clear your browser cache or click CTRL+F5 If after […]

Tip #147: If it’s something weird and it don’t look good

Technology is a temperamental mistress and, from time to time, things may not go quite as planned, and that includes CRM Online. Good news that even basic CRM Online subscription includes reasonable level of support. What is the quickest way to reach for help when you need it? To start with, download Microsoft Dynamics CRM […]