Microsoft Dynamics CRM - Tips, Tricks & Add-ons - Inogic

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  Active Directory integration for Users in Dynamics CRM It is common knowledge that Dynamics CRM is based on Windows authentication. This means that for the users to be able to access Dynamics CRM, they should exist in Active Directory (AD) before they can... Read More... Published: Monday, March 15, 2010, 07:17 AM Tags: Integration, Active Directory

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  How to check the actual error reported for a Workflow failure When a workflow fails, all it shows in CRM is a window similar to the following. in any way to identify the cause of the failure, especially if you were using a workflow assembly in the workflow. To check... Read More... Published: Monday, March 08, 2010, 06:42 AM Tags: worflow error, workflow failure

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  How to add scroll bar to CRM Dashboard accelerator The CRM Dashboard accelerator released displays Dashboards in its Workplace. However there is one issue with it, that being that it does not provide scrollbars to scroll through the page to view all the... Read More... Published: Tuesday, March 02, 2010, 01:04 PM Tags: scroll bar, Dashboards

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  How to Sort CRM views by more than one attribute Quite often there stems a need to have the CRM views sorted by more than one column being displayed. Say you would first like to sort accounts by Type followed by City and then by the account name. Using... Read More... Published: Thursday, February 25, 2010, 02:22 PM Tags: CRM View, Sort, attribute

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  Experiences with recovering a CRM database marked as SUSPECT Unfortunately we had our CRM down because the CRM database was marked suspect in SQL. Had a tough time getting it back. Here we share our experience and the steps/commands that helped us get our system... Read More... Published: Friday, February 12, 2010, 11:58 AM Tags: Recover SQL Database, Database corrupt, SQL Error

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  InoLink: QuickBooks - Dynamics CRM Integration Version 2.0 Released We have come up with the next version of InoLink: QuickBooks - Dynamics CRM Integration InoLink: QuickBooks is an integration link developed to integrate QuickBooks with Dynamics CRM. After detailed evaluation... Read More... Published: Tuesday, February 09, 2010, 12:52 PM Tags: QuickBooks, InoLink, Integration, Connector, Microsoft Dynamics CRM

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  Sharing access in Dynamics CRM Dynamics CRM has the concept of record ownership. A record can only be owned by single user and not by a team or more than one users. Depending on the security roles defined it is possible to restrict... Read More... Published: Friday, February 05, 2010, 06:34 AM Tags: Dynamics CRM 4.0, sharing

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  CRM Relationship Behavior (contd) - Cascading rule for Relationship Behavior We had written on CRM Entity Relationships in one of our earlier post on this blog. To take this further today we would like to discuss the way the settings for the Cascading Rules affect the related entities... Read More... Published: Tuesday, February 02, 2010, 06:07 AM Tags: Relationship, cascading rules

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  InoDashboard – Dynamics CRM Business Intelligence Dashboard released Dynamics CRM requires a comprehensive tool for monitoring the KPI in a visual/dashboard format. Inogic labs has come up with InoDashboard, a Business Intelligence Dashboard designed for Microsoft Dynamics... Read More... Published: Monday, January 25, 2010, 11:58 AM Tags: ASP chart controls, Dynamics CRM 4.0, Dashboards

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  Increasing the length of address1_line1 attribute does not work - FIX We once happened to increase the length of the adress1_line1 attribute of account to 200. We had done this before with other attributes and it had worked just fine. So we were surprised when even after... Read More... Published: Wednesday, January 13, 2010, 12:14 PM Tags: address attribute, address1_line1

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  Change left navigation lable ,display order on custom entity This blog will help you to customize your left navigation pane settings found on entity record. Like shown in below screen shot. You can change the order as well as label shown over here but note that... Read More... Published: Monday, January 11, 2010, 06:11 AM Tags: display order, custom entity, navigation lable

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  Debugging Script with CRM events Writing JavaScript in CRM is a tedious job and finding the error in your script is even more difficult. The best way to find the error cause is to debug it. The blog will give you the steps to debug the... Read More... Published: Thursday, January 07, 2010, 05:43 AM Tags: Scripting, CRM events

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  How to change the properties of the Primary Attribute of an Entity The blog will help you change the properties of primary attribute of an entity. Modifying properties of primary attribute is disabled when you try to do it from “Primary Attribute” tab. However you can... Read More... Published: Tuesday, January 05, 2010, 05:30 AM Tags: requirement level, Primary Attribute

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  CRM Relationship Behavior The blog will help you in the scenarios when you requires to move records from one user to another user with some conditions. Like in scenario one of your sales rep leave the organization and you need... Read More... Published: Monday, December 28, 2009, 12:08 PM Tags: Relationship, type of behavior

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  Send bulk mails from campaign and quick campaign using Mail Merge feature The blog will cover the process on how to send bulk emails using Quick Campaign as well as Campaigns with the help of Mail merge document. The Mail merge document allows ability to create your own word... Read More... Published: Friday, December 18, 2009, 01:01 PM Tags: Quick Campaign, Campaign, mail merge

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  CRM data dictionary To check the CRM data dictionary you can browse to http://<ServerName:port>/OrganizationName/sdk/list.aspx where ServerName: Name of the server with port number. OrganizationName: Name of the organization... Read More... Published: Wednesday, December 09, 2009, 12:00 AM Tags: Metadata browser, CRM data dictonary

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  How to purge Log file of CRM database Over a period of time, you will notice that the size of the transaction log file has grown exponentially and it has now used up most of the free disk space available on the drive. Transaction log keep... Read More... Published: Monday, December 07, 2009, 09:02 AM Tags: transaction log, truncate

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  How to Create "My views" for custom entities The Account entity in CRM comes along with pre-defined views for My Active Accounts. However, when you create a custom entity you will notice that by default only two views are created “Active” and “Inactive... Read More... Published: Thursday, December 03, 2009, 09:07 AM Tags: CRM View, custom entity, my views

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  Fix - Unable to connect to the remote server Error “Unable to connect to the remote server Error”, this error occurs because the connection is lost with the server. When you make authenticated calls, the client opens the connection and then closes it as... Read More... Published: Monday, November 30, 2009, 12:45 PM Tags: unable to connect to the remote server, remote server error

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  How to Track the Next Action and Last Touch dates on Account Quite often you need to monitor and have workflows designed based on the "Last Touch Date" or the "Next Action" date. While the former should reflect the last interaction made with... Read More... Published: Monday, November 30, 2009, 05:59 AM Tags: last action, last modified date, last touch date, Track next action, Workflows, accounts

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  You receive an Sql Error when Importing Customizations You may come across the following error when you try to import the customizations for an entity that already exists in the system. This error is often a result of data type mismatch between the attributes... Read More... Published: Monday, November 30, 2009, 04:38 AM Tags: Import customization error, SQL Error

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  Tips on using Mail Merge Functionality in Dynamics CRM Like most Contact Managers, Dynamics CRM too provides the Mail Merge ability. Recently we spent quite some time trying this out and we would like to share some of the findings that I am sure would assist... Read More... Published: Wednesday, November 18, 2009, 08:53 AM Tags: templates, Dynamics CRM 4.0, Mailmerge

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  Issues with deleting a picklist option from a Picklist attribute CRM allows you to add/update/delete the picklist options of a picklist attribute. However, like most other contact managers that store the text/reference of the deleted picklist option in the records where... Read More... Published: Wednesday, November 11, 2009, 10:42 AM Tags: picklist, sequence

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  How to Increase the Tab limit in CRM Forms By default the max number of tabs allowed in CRM Form is 8. The max tab limit is defined in JavaScript of formeditor.aspx. This page can be found at the following location “\Microsoft Dynamics CRM\CRMWeb... Read More... Published: Monday, October 26, 2009, 02:04 PM Tags: crm tabs, Tab limit

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  Global Functions/Variables available in Dynamics CRM Global Functions: There are various global functions which provide information about the client system. IsOnline: This will return if the form has been opened from an Online or Offline system. This could... Read More... Published: Monday, October 19, 2009, 08:03 AM Tags: Global functions, Global variables