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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 […]
Tip #348: Watch your audit partition size
We have had several tips this week regarding managing storage on CRM online, and I wanted to finish the week with one more way that the storage gremlins can creep up on you: Audit partitions. I recently was reviewing one of my environment’s audit logs, and I found one of these things was not like the other. […]
Tip #345: Turn CRM Green
Today is St. Patrick’s Day, a day when many celebrate by wearing green and ingesting green-colored beer. As you probably know, we at crmtipoftheday are fans of making CRM more festive. So wouldn’t it be great to be able to make CRM green? With the CRM Online Spring ’15 Update, you can! Go to Settings–>Customization Click […]
Tip #344: Why Can’t I Create Any Records?
If you use CRM Online, and you run out of space, what happens? This: The Quick Create links disappear, replaced by a gray bar. And the “New” button disappears from views and grids. When this happens, either add space or delete records (like completed system jobs) to free up memory. After doing that, there will […]
Tip #339: N:N relationships and Advanced Find
So you create a many-to-many relationship and add data to it, then you want to run an Advanced Find filtered on that relationship. But when you run the advanced find, you don’t get any results. What’s up? The reason you don’t get anything back is because you have the relationship set to not display in […]
Tip #337: Using stored procedures with CRM reports
One trick veteran report writers like to use when writing SSRS reports for Dynamics CRM is to use a stored procedure for the report query. There are several appealing reasons to do this: Performance: Stored procedures are cached, which can give them a performance advantage when compared to a query in the report. This advantage […]
Tip #334: Organization refresh and upgrade date
So your CRM Online test environment is scheduled to be upgraded to the Fall 2014 (CRM 2015) release next week. To get ready for it, you log in to the Office 365 console and refresh the organization to ensure that a current copy of your production environment gets upgraded to get a realistic test of […]