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Tip #593: Address validation for contacts and accounts in Dynamics CRM Online
Tip #591: Advanced text conditions in system views
If you need to create a list of accounts with an annual revenue between 1 and 2 millions, you can quickly add two conditions in your view: But what if you’d like to see a list of accounts with the names from A through L? There is no Greater Than clause for the text fields […]
Tip #579: Prioritize your relationships
When creating new relationships, change the Display Order property from the default 10,000 to a higher value, e.g. 20,000. Sooner or later business users will ask to prioritize the order in which related entities appear and if by that time you have created 42 relationship with the default order 10,000, reordering them will be a […]
Tip #578: No privacy in Interactive Service Hub
When trying to access Interactive Service Hub you may receive “Sorry, something went wrong while initializing the app” error: It’s caused by in-private mode in the browser (which is a standard approach to work with multiple CRM environments). Good news is that it’s a known issue and the fix is in a pipeline. Until then […]
Tip #576: Business Process Flow can be updated on closed opportunity
Mini Truckstop Everybody knows who Tanguy “The XRM Toolbox” Touzard is. That’s right, a legend. But being a CRM legend does not mean knowing everything – it’s knowing when to ask the right questions. Question For one of my customers, it seems that when you are on a won Opportunity form, you can change BPF […]
Tip #575: Check your clocks
tl;dr If you receive an error “An error occurred when verifying security for the message” when connecting to Dynamics CRM, verify that the clocks on the client and the servers are no further than 5 minutes apart. Just a bit longer Code that was working yesterday refuses to run and spits an error on the […]
Tip #574: Hidden sources of javascript errors
Quite often developers complain about getting javascript errors when the form does not contain any scripts or events. Explicit script definitions are not the only source of the possible errors: Business Rules are deployed on the client as generated javascript. While it’s unlikely that business rules will generate an erroneous script, it’s worthwhile disabling the […]
Tip #573: CRM Online vs CRM On-premises features FAQ
Someone at Microsoft has heard our online vs on-premises battle and decided to resolve it once and for all. CRM 2016 – Online vs on-premises features FAQ is now available on the Help & Training site. Some things are interesting and unexpected, others – not so much (like “Switch or delete an instance of CRM […]
Tip #571: Unable to publish solution with calculated fields
If you attempt to publish a solution containing an entity with calculated fields, you may receive the following error message: Field foo_calculated cannot be created or updated because field foo_used_in_condition_or_formula contains an additional formula that uses a parent record. The wording is misleading and confusing because field foo_used_in_condition_or_formula is not a calculated field at all. […]
Tip #570: Remote debugging in CRM with vorlon.js
Our resident visual effects tipster asked me the other day if I had any experience with using vorlon.js in CRM. I didn’t as I never heard of it. But since someone somewhere some time ago pointed out that these days <random noun>.js is probably a valid javascript library, I decided to take a look. As it […]