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Update Contract States job is CRM 2011 (also for CRM 4.0) system job which runs daily and change the contract status based on contract start date and end date (i.e. change contract from Invoiced to active and from Active to expired). One of customer’s CRM organization has this job running 10 PM at...

Recently come across scenario where one of CRM user left the company and that user owned specific views which need to be transfer to his replacement CRM users. These views created by old user using CRM advanced find screen and hence they are personal view of that user and as per CRM security settings...

Recently one of our customer asked how to find cases or emails created on Saturday/Sunday or cases created after normal working hours (i.e. after 18 PM?). Of course this CRM system had email router which were creating those email and automatic case were created based on this. I did try to so this...

If you access any CRM views for example account page and if it got more the 5000 records you will see “5000+” as shown below. You can update this limit by running following query again MSCRM_Config database, so IntColumn contains number of maximum records to be run for CRM. If you put value -1 it...

There are lots of improvements and enhancement with regards queue in CRM 2011 and they are mentioned in this article Now if you migrated your organization from CRM 4.0 system the since for each user CRM 4.0 has two queues as mentioned below 1. User’s Private Queue (i.e. Assign Queue) 2. User’s WIP...

Recently we noticed few charts in CRM 2011 displays drill down while other does not display drill down for the same. For example standard Sales Pipe line chart report does not display drill down, after little investigation found that chard is displaying drill down if field used to display data set...

Recently few of our customer and CRM user’s reports few issues/enhancement requested which I have posted them on Microsoft Connect Web site at https://connect.microsoft.com/dynamicssuggestions/Feedback Following details regarding them and if you feel they need to be address please vote for them as...

Problem Recently while publishing CRM 2011 email router on our CRM 2011 system we started seeing following error #17174 – An error occurred while validating the e-mail message with subject “email subject” in mailbox “mailbox email” . Microsoft.Crm.Tools.Email.Providers...

In CRM 2011, queues functionality is enhanced and changed as lot from CRM 4.0. You can read more about the changes in this article. This current article is specific to behaviour with regarding to incoming email in to queue in CRM 2011. So if you received email in queue in CRM 2011 and if contact is...

Problem Recently we encounter following error coming from some of custom workflow in CRM 2011 organization. Workflow paused due to error: Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=5.0.0.0, Culture=neutral, PublicKeyToken...

Sometimes (for various reasons) when user tries to update CRM 2011 workflow, we see it displays Red cross mark and says it’s Invalid Condition Expression as shown below. This post will provide small trick to resolve this. Solution I recently found small workaround to fix this issue this is to...

While importing CRM 4.0 organization to CRM 2011 environment we were kept getting error and error log is recording error as mentioned below.. InnerException: System.Reflection.TargetInvocationException: Exception has been thrown by the target of an invocation. ---> System.Collections.Generic.KeyNotFoundException...

We had custom application which uses were passing selected view id to our custom web page in CRM 4.0, following code we put in JavaScript button click event to retrieve this details. if (top.stage.crmGrid != null) { var sViewId = top.stage.crmGrid.GetParameter('viewid'); var sViewType ...

I have written article how to do this in CRM 4.0 at this place ,Following source code for similar class in CRM 2011. CRM2011ContractUtilities This comes as dcoument (.doc) but download and rename as .zip and it will have all source files. this was done because wordpress only allows these types to...

Last year I blogged about this on CRM 4.0 but since last few months lots of users queried about similar solution for CRM 2011. This blog entry hopefully will provide solution for this. Well solution logic is same as CRM 4.0, we will create custom workflow which will take email id and source queue id...

Few of our users did not like this started pane in CRM 2011 and asking us if we disable this. User settings Following steps individual user can do to remove this started pane Step 1: Go to File -> Options -> General tab Step 2: un- tick “Show Get started panes on all lists” and click ok...

As you aware CRM dynamics 2011 beta was released in September 2010, now following is link to register for global launch of Dynamics CRM 2011 on 20th January 2011. http://crm.dynamics.com/2011launch/ Also Dynamics CRM 2011 Release Candidate (RC) is now available for download in the Microsoft Download...

I have just come across really nice slide show presentation of CRM 2011 which is shared by Jukka Niiranen and thought of sharing with the community. Following is link to two part presentation for the same. Part 1 http://www.slideshare.net/jukkan/crm2011-walkthrough-part1 Part 2 http://www.slideshare...

Apparently Dynamics CRM 2011 beta is release today http://blogs.msdn.com/b/crm/archive/2010/09/09/microsoft-dynamics-crm-2011-global-beta-released.aspx I had attended XRM Virtual User Group meeting regarding “your first interactive look at CRM 2011” by Eric Boocock (Senior Technical Product manager...