Tip #55: How to make your time control look nice on BPF ribbon

Wrapped time control on BPF ribbon

If you have a date/time attribute as part of your Business Process Flow, you may notice that the time dropdown does not quite fit on BPF ribbon: Currently there is no solution to the problem, but there is a simple workaround: change your personal time format to a 24 hours format. Click on the Settings […]

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 […]

Tip #51: What to do if your Plugin won’t Trigger or Debug when Registered on SetState

If you register a plugin on SetState, most of the time you can’t get it to trigger or debug.  Register it instead on the (technically deprecated) SetStateDynamicEntity message. It should work fine. Note: Instead of “Target”, the entity in the context for the entity being activated or deactivated, the new context input parameter will be […]

Tip #47: Simple multi-select lists in CRM 2013

Multi-select lists in CRM 2013

There is no out of the box support for multi-select pick lists in Dynamics CRM but since the latest UI improvements in CRM2013 you can use a standard N:N Relationship with form sub-grid to get a most respectable multiple selection form field. For example, if we wanted a ‘Languages Spoken’ pick list on a Contact […]

Tip #42: Adding Ready-to-use Business Processes

Happy New Year Ladies and Gentlemen – Gus Gonzalez here driving the CRM Tipping Truck today! One of the biggest additions to Microsoft Dynamics CRM 2013 is Business Process Flow and when you start using Microsoft Dynamics CRM 2013 you will notice that Microsoft has included three new BPF processes for you to understand how […]

Tip #39: Custom indexes in CRM Online

A little known secret for CRM Online users and a good reminder from Daniel Cai. If you’ve added additional search fields to your Quick find or other views, the underlying entity contains a large number of records, and the response time is slow, you might need a custom SQL index added to improve the performance. […]