Tip #417: Cancel waiting instances in style

We have posted multiple times about waiting workflows, and one of the big challenges surrounding them is that when you update a workflow definition, there is no way to cancel the waiting instances of the workflow in bulk. Also, jobs may go into waiting state if there is a condition that prevents the step from […]

Tip #415: When deleting email enabled entities

If you remove a custom entity that is email enabled (allowing it to be selected as email recipient), you may run into the following issue after the entity is removed. When going to an account and selecting the “Activity” tab of the activity/social pane, the following error appears The trace log will reveal an error referencing the OTC […]

Tip #411: The New Dynamics CRM LinkedIn Integration

LinkedIn recently released a new Dynamics CRM integration for LinkedIn Sales Navigator. This solution allows users to send InMail directly from Dynamics CRM and access company and profile data from CRM accounts, leads, and contacts. Download the managed solution Get the installation guide Read Bob Stutz blog post announcing the integration What you need to know […]

Tip #408: “Value cannot be null” when configuring Outlook Client

Recently we found that users in a specific CRM environment could not configure CRM for Outlook. The error message returned by the configuration wizard was “Value cannot be null. Parameter name: String.” Client trace showed the following: >Failed to refresh entry. Exception Microsoft.Crm.Application.SMWrappers.InvalidOrganizationIdException: Invalid OrganizationId “e79c824a-fee4-40cf-9a2f-fb79112be8b6”.    at Microsoft.Crm.Application.SMWrappers.ClientOrganizationContextFactory .Get(Guid organizationId)    at Microsoft.Crm.Application.SMWrappers.ClientOrganizationContextFactory .Microsoft.Crm.IOrganizationContextFactory.GetOrganizationContext(Guid […]

Tip #406: The Mysteries of Sync

I received an email recently from a friend who is a brilliant genius, but even he was confounded by the apparently mysterious behavior of contact synchronization in CRM for Outlook. The following were the two mysteries, and their solutions. 1. Deleting contacts from Outlook appears to prevent them from being synchronized again. This is by […]

Tip #405: Convert Your SQL To FetchXML The Easy Way (or Cai)

Kingswaysoft has recently updated their SQL2Fetch Convertor Let’s say you are moving from CRM On premises to CRM Online and you want to update your reports to work with CRM Online, you can take the SQL query from your report, paste it in the SQL box and click the “convert” button to generate FetchXML. This […]

Tip #404: Automatically Republish Duplication Rule

Way back in tip 193 we let you know that your duplicate detection rules will get automatically unpublished when you update your customization or import solutions. What we didn’t tell you is that there is a Codeplex solution that you can use to automate this process. The Duplicate Detection Rule Republisher creates a scheduled task that will […]