Tip #409: Make Tip #380 work for option sets

In tip 380, Adam Vero explained how to make a chart sorted by the aggregate sum or count. This is a great tip, except it didn’t work for one of my clients when the chart was grouped by an option set. Perplexed, I tweeted The CRM Chart Guy. He acknowledged that this was an issue, […]

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 #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Way back in tip 193 we let you know that your duplicate detection rules will get automatically unpublished when you update your customization or import solutions.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 […]

Tip #396: Please subscribe me to all you’ve got

Is there any CRM question that Adam “I bought the truckstop” Vero does not know the answer to? Apparently not. Another mini truck stop date with Adam. When Mitch “Only in Texas” Milam asked for a potion: Anyone have any magic for adding a Contact to multiple marketing lists at once? The Add to Marketing […]

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 #376: Stay with the versions

Latest CRM Assemblies on Nuget

Andre “I’ve got 88 in my handle” Margono reports from the development trenches: Based on the recommended practice to get the latest assemblies of Dynamics CRM SDK through Nuget I encountered one problem when I recently working on a demo with a CRM online instance. Tipp Jarr: the problem Andre has encountered is that when […]

Tip #369: Booklovers rejoice

CRM Field Guide

To paraphrase Django Unchained: What is the point of having a website page that speaks CRM books if you can’t wheel ’em out when you have a CRM book-loving guest? So, without further ado, a small plug about not so small book where all surviving tipsters left their mark. 2013 CRM Field Guide released – […]