of the
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 #395: Notifications
When I discuss requirements and user stories for Dynamics CRM deployments, a common request is that users be notified about various items. It seems like many people automatically think of email when they think of alerts and notifications. But I recommend that you stop before creating a bunch of email notification workflows and consider the […]
Tip #366: Updating full name on existing contact records
If you update the name format in CRM system settings, new records created will have the new full name format, but what about existing records? The format of the full name will not be updated on existing contacts automatically. To change the format on existing contact records, update something about the name on the existing […]
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 #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 #320: You have it all backward (compatible)
Backward compatibility is taken by CRM team very seriously. Another good example of this, sometimes insane, compatibility is how CRM treats URLs. The ability to open any form or view in CRM 4.0, and also dialogs, reports and dashboards in CRM Online and CRM 201x is an awesome way to create mashups, and for an […]
Tip #319: Qualify Lead – CRM 2011 vs CRM 2015
It seems like the release of CRM 2015 as sparked a fire for a lot of companies using CRM 2011 to finally upgrade. There are many differences between the CRM 2011 and CRM 2015 feature set, hundreds of new features were added for CRM 2013 and hundreds more for 2015. However, there has also been […]
Tip #311: CRM Server Licensing 101
Tip #309: Dynamics CRM Organizational Settings Editor
Do you need to make changes in the deep reaches of your CRM configuration that aren’t available through the CRM administration panel? Well there is a solution out there on Codeplex that you can import into your CRM 2011/2013 environment as a managed solution. This utility allows you to edit your settings without the use […]
Tip #256: Painless field replacement
You have a field that you wish was a different data type. For example, you have an option set that you wish was a lookup field. Maybe the values in this list change frequently, and you want to have someone who is not a System Administrator be able to add/modify values in the list. But what about […]