of the
The Spring 2015 update for CRM Online is coming soon, and last week Microsoft published an updated Release Preview Guide that includes all of the details about the spring release. Download it here. There’s lots to love about this release, my favorite three are: New navigation Date only fields New tracking options (including smartphones).
Tip #363: Select target version for CRM Online update
CRM Online 2015 Update 1 will be released shortly. if your organization is upgraded to 2015 after Update 1 is released, will you get 2015 or 2015 U1? It depends on what updates you approve. When Update 1 becomes available, you can go directly to 2015 Update 1 without approving the 2015 update. This article […]
Tip #362: Script errors when testing updates
Sometimes when testing updates to customization, users will get script errors that don’t show up when you were developing them. If this happens, don’t freak out. The following steps frequently will make the errors go away. Clear the user’s browser cache and restart the browser. Frequently users of CRM have cached pages in Internet Explorer, […]
Tip #361: Use an Exchange Distribution List for CRM email notifications
When it comes to workflow design, one of my least favorite things to see in a workflow is a notification set to go to a specific person. Sure you need it sometimes, but there are some definite downsides. If someone gets promoted or leaves the company, you have to update you customization to change the […]
Tip #360: Workflows on change of process flow stage
In CRM 2013 or 2015, if you have a workflow that runs on change of the process flow stage, such as a notification email, you may occasionally see the workflow fire multiple times. The reason for this is because the way that the stage is moved by hitting the next/previous buttons makes it very easy […]
Tip #359: Why don’t I see any records in CRM Online
A recent post in the Facebook Microsoft Dynamics CRM group asked why, after adding a CRM Online trial to an Office 365 subscription, a system administrator could only see the service and settings sitemap areas. The reason is that the user in question had Administrative user access mode. In Office 365, all Global Administrators are […]
Tip #356: When Publish All Fails
So you imported a large solution, perhaps an upgraded solution in a CRM upgrade, and when you publish the entire solution, you get a generic SQL error. What should you do? Go to Settings–>Customization–>Customize the System. Select Entities When the entity list appears, select 5-10 entities at a time and click “Publish.” Continue until you […]
Tip #354: No code contextual sequential auto-number
When you add a child entity, it is best practice to populate the name field, but sometimes it can be difficult to come up with a name that makes sense. Say you have an entity that is the child of an account/company record. If you leave the name field blank, if any record looks up to […]
Tip #352: When you can’t publish a report
Sometimes when writing SSRS reports for CRM, you will find that the report works fine in Visual Studio, but will fail when you upload them to Dynamics CRM. This can be frustrating, because it can sometimes be difficult to identify the cause of the issue—it works fine when you preview it in Visual Studio, but […]
Tip #350: Avoiding duplicate contacts when upgrading
When you upgrade CRM for Outlook, one thing to watch out for is duplicate contacts in Outlook. The reason contacts can get duplicated is that if you use Outlook synchronization for contacts and you remove or reinstall the client, the local synchronization database gets replaced. When you reinstall the client and the synchronization runs, a […]