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So you have users that have a read only/limited user access type. But you want to have them use CRM for Outlook to provide consistent user interface with your other users for consistency in your training and user documentation. The problem, however, is that the configuration wizard for CRM for Outlook requires write access to CRM […]
Tip #417: Cancel waiting instances in style
We have posted multiple times about waiting workflows, and one of the big challenges surrounding them is that when you update a workflow definition, there is no way to cancel the waiting instances of the workflow in bulk. Also, jobs may go into waiting state if there is a condition that prevents the step from […]
Tip #415: When deleting email enabled entities
If you remove a custom entity that is email enabled (allowing it to be selected as email recipient), you may run into the following issue after the entity is removed. When going to an account and selecting the “Activity” tab of the activity/social pane, the following error appears The trace log will reveal an error referencing the OTC […]
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 #400: Calculate the difference between two dates
CRM 2015 Update 1 introduces some new calculated field formulas. One of the most exciting additions is the DiffinDays function. This function calculates the difference between two date fields in days. So if you want to see the length of time that a record, like a case, has been open, you now can do it […]
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 […]