Tip #119: Help me – help you

Dialog: Microsoft Dynamics CRM has encountered an error

When CRM users see the infamous Microsoft Dynamics CRM has encountered an error dialog, they often select the option to send error report and honestly believe that system administrators, support, developers, all of the above will be getting a copy of the report that contains exact steps how to solve the problem. Explain to your […]

Tip #107: Use metadata browser to find status reason

While working on the solution for stuck emails, I needed values for various status reasons for email entity to intelligently hide/display RESEND button depending on email record status. Quick look in local SDK help yielded zilch. Online version – bupkis. Hmmm, I do remember metadata pages in 2011… Ah, here it is and, indeed, there […]

Tip #106: Resend stuck emails

Resend button for emails

We use email router to send outbound CRM emails via Office 365 accounts. In our configuration email router is set to use user’s credentials, i.e. we need to enter our O365 passwords in user settings in CRM. When password in O365 expires, people (read: me) simply forget to adjust passwords in CRM, especially those for […]

Tip #84: What a difference a date makes

At Convergence 2014, the tipsters participated in some “Ask the MVP” sessions. There were many great questions, but one question kept coming up time and time again, no matter whether the session was for administrators or developers. That’s right: how to deal with timezones when date-only field is used. Since our tipping truck is a […]

Tip #72: Granular notifications for end users

Granular validation of multiple fields

Today’s tip was supposed to be called “Why it’s very important to keep your SDK up to date” but instead I named it after the updated functionality that was added to CRM Online, released for onpremises in UR1 and documented in the December update of the SDK. Previously, if you wanted to notify user about […]

Tip #63: Execute javascript code during debug session

Changing current frame in IE

There are times when you want to quickly test out a piece of form Javascript code in the Developer Tools console. Microsoft Dynamics CRM 2013 renders form content in frames and you have to prefix frames[0] or frames[1] to “Xrm.” to get the code running. In Chrome you can choose the target frame that you […]

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 […]