Tip #107: Use metadata browser to find status reason

While working on the solution for stuck emails, I needed values for various status reasons for email entity to intelligently hide/display RESEND button depending on email record status. Quick look in local SDK help yielded zilch. Online version – bupkis. Hmmm, I do remember metadata pages in 2011… Ah, here it is and, indeed, there […]

Tip #93: When to cancel workflow

When a workflow needs to be stopped, workflow editor offers two choices: Succeeded and Canceled. The main difference is that Canceled status is considered to be an error which has the following implications: Log records are retained (if flag is set to retain logs for failed workflows). For real-time workflows the transaction the workflow is […]

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 […]