When creating new entity, follow step-by-step instructions and you’ll be fine. Except if you want to enable the entity for Knowledge Management later on, you’ll find the relevant checkbox disabled. What the? To work around this behavior (that looks suspiciously like a bug), open Settings > Service Management > Embedded Knowledge Search, check the box […]
Tip #670: If activities disappear, take this pill
We’ve had one of the users reporting a really bizarre issue – all his activities have simply disappeared from CRM. The user was synchronizing with Outlook and activities are still present in the mailbox with Regarding field empty. Thanks to Adam “Human Bing” Vero, the behavior is no longer a mystery but rather an annoying […]
Tip #613: Blinking Outlook
Some users have experienced the following behavior after deploying CRM 2015 for Outlook: Outlook loads slowly The Outlook icon on the Windows task bar blinks repeatedly The cursor flashes between busy and ready Using the solution described in this forum post can fix this issue, if it happens to you. The problem is a missing config […]
Tip #556: Rumors about Microsoft.Xrm.Client death are exaggerated
Update 18-Nov-2016: Bugs reported have been fixed and there are no compelling reasons (beyond the support of the existing codebase) to continue use of Microsoft.Xrm.Client. One thing you’d notice about Dynamics CRM 2016 SDK is that some of the assemblies has gone MIA. For example, Microsoft.Xrm.Client, a home to some useful developers extensions, including a […]
Tip #551: Business Rules and “new” lookup values in mobile
In CRM 2015, if you use CRM mobile and you have a business rule that references a lookup field, if you create a new record in the lookup field, the business rule will not fire. This issue is fixed in CRM 2016
Tip #485: And inactive sneaks in
All entities in CRM have status and status reason fields. Status is either Active or Inactive (system entities, in fact, can have more than that but that’s not the subject of this tip), while status reason can hold multiple customizable values for each status. For example, if we have a custom entity Project, we’d want […]
Tip #214: What to do if your option set won’t drop down
In Dynamics CRM 2013 or 2013 SP1, sometimes you will find that an option set won’t drop-down when you click on it. It doesn’t happen every time, but occasionally, when you click on the option set with your mouse, the option set will not drop down, but you can toggle through the options with your […]
Tip #69: Get rid of the “outside of work hours” warning
When scheduling an appointment in Microsoft Dynamics CRM 2013, you may see a warning that the time of the appointment is outside of a user’s work hours. Some users have reported seeing this every time they schedule an appointment. This can happen if the user’s work hours are set to 12:00 AM to 12:00 AM […]