MayankP’s Blog

| |

CRM : Rescheduling the Update Contract States job

Posted 6 months ago

by Mayank Pujara

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...
CRM 2011: Reassign or Transfer Personal Views

Posted 8 months ago

by Mayank Pujara

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...
How to find records created on weekends or created on after working hours

Posted 10 months ago

by Mayank Pujara

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...
CRM 2011 views: getting more than 5000 records

Posted 11 months ago

by Mayank Pujara

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...
CRM 4.0 to CRM 2011 Queues Upgrades

Posted 11 months ago

by Mayank Pujara

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...
CRM 2011 Chart: Drill Down enable/disable

Posted over 1 year ago

by Mayank Pujara

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...
CRM 2011 Issues/Enhancements Feedback

Posted over 1 year ago

by Mayank Pujara

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...
CRM 2011 Email router Issue

Posted over 1 year ago

by Mayank Pujara

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...
CRM Server Report Issue

Posted over 1 year ago

by Mayank Pujara

If you have custom workflow or application which renders SSRS report in CRM and generates PDF or excel as output and it you are using the same user to connect reporting service and generate this report then if you bulk generate lots of records then CRM...
CRM 2011 Queue emails automatic contact creation issue

Posted over 1 year ago

by Mayank Pujara

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...
CRM 2011 Custom workflow error

Posted over 1 year ago

by Mayank Pujara

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...
CRM 2011 Workflow (i.e. Process) Editor: Invalid Condition Expression Issue: Solution

Posted over 1 year ago

by Mayank Pujara

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...
CRM 4.0 to CRM 2011 Upgrade Issue : The given key was not present in the dictionary

Posted over 1 year ago

by Mayank Pujara

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...
Getting View Details from CRM Grid (CRM 4.0 vs. CRM 2011)

Posted over 1 year ago

by Mayank Pujara

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...
CRM 2011 Changing CRM Active/Invoice Contract to Draft

Posted over 1 year ago

by Mayank Pujara

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...
CRM 2011: Removing Email from queue

Posted over 1 year ago

by Mayank Pujara

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...
Funny error messages

Posted over 1 year ago

by Mayank Pujara

Last week, I encountered following funny error messages. Youtube Microsoft Cheers, MayankP
CRM 2011 Tip: hiding start pane on CRM entities

Posted over 1 year ago

by Mayank Pujara

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...
CRM Outlook client Installation issue

Posted over 1 year ago

by Mayank Pujara

One of my colleagues had following issue while installing latest CRM roll up for outlook client. Installation cannot proceed: Setup cannot continue because a pending restart is required. Restart the computer and then try running Setup again Please...
CRM 4.0 Printing Error – This form has been changed and must be saved before printing.

Posted over 2 years ago

by Mayank Pujara

One of user posted this error in this CRM thread , we had similar issue some time back and one of my colleagues has resolved this issue. Problem This error comes if you got java script code which is constantly updating some variables in the back ground...
CRM 4.0 Email Tracking Issues

Posted over 2 years ago

by Mayank Pujara

Recently we started getting following errors in CRM 4.0 outlook client while tracking any email or setting regarding for any email in outlook. Error 1 “An error occurred promoting this item to Microsoft Dynamics CRM. The Microsoft Dynamics CRM server...
Microsoft Community Contributor Award

Posted over 2 years ago

by Mayank Pujara

Last Month, I was honoured to receive recognition by Microsoft for contributions to the Microsoft online technical communities with the Microsoft Community Contributor Award . Thanks Microsoft and to you who nominated me! Additional information...
CRM 4.0 Issue: IE window display full path in Title bar

Posted over 2 years ago

by Mayank Pujara

Suddenly few of our CRM user started seeing full path in CRM IE Title bar. After little trial and error method we found that issue was cause by change in Domain Policy and to fix this issue on individual users system we did following steps… ...
CRM 2011 Vidoes

Posted over 2 years ago

by Mayank Pujara

Following are top 10 videos to kick start on CRM 2011. 1. Conditional Formatting in the Outlook CRM Client 2. User Experience Demo 3. CRM 2011 – Teams, Queues, Sales Literature 4. CRM 2011 Workflows: Dialogs 5. Goal Metrics and...
Dynamics CRM 2011 update

Posted over 2 years ago

by Mayank Pujara

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...

Microsoft Dynamics CRM

About MayankP’s Blog