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CRM2011 and GeoFlow

Posted 19 days ago

by AMREEK SINGH

Two weeks ago, I have attended a CRM infrastructure course at CRM enterprise academy. During this course, we were shown a demo of a new Excel 2013 add-in named GeoFlow. It is a BI tool that can turn the thousands of rows of data with some spatial information...
How to use ExecuteMultipleRequest with ServiceContext and Linq

Posted 1 month ago

by AMREEK SINGH

Most of CRM2011 developers must have used the service context and linq before. I have also blogged about it in the past in one of my plug-in tutorial. CRM rollup 12 has introduced a new method “ExecuteMultipleRequest”. This method receives a collection...
How to disable “Convert the incoming email to contacts” option for the entire organisation

Posted 1 month ago

by AMREEK SINGH

In CRM there an option to convert the incoming emails/appointments into contacts or leads. This option is available only on user level not on the organisation level. The default option is to create contacts. User can enable or disable this option from...
How to display a warning message on the CRM form

Posted 1 month ago

by AMREEK SINGH

We use JavaScript for client side validation on CRM forms. Mostly we use the pop up message box (JavaScript alert function) to display the error/warning messages. The user has to press ok to proceed. If the validation code is running on the formload event...
Social CRM has finally arrived

Posted 2 months ago

by AMREEK SINGH

Social CRM is finally here, bigger and better than ever before. So what is social CRM? According to Wikipedia “Social CRM (Customer Relationship Management) is use of social media services, techniques and technology to enable organisations to engage with...
CRM2011 roll up 13 and the new SDK is released.

Posted 2 months ago

by AMREEK SINGH

Microsoft released the roll up 13 for CRM2011. The rollup 13 introduces the support for windows server 2012 and ADFS 2.1. The rollup also resolved the numbers of issues. For the complete list of hot fixes and updates read the following kb article. http...
Comparing JavaScript execution time in IE, Chrome and Firefox for CRM Polaris

Posted 3 months ago

by AMREEK SINGH

Last year my team was trying to compare the execution time for REST and Soap (FetchXML and RetrieveMultiple) calls. We did not find any significant difference. Now after rollup 12, CRM supports multiple browsers. I have noticed that chrome seems to load...
How to switch between classic and new process flow forms in CRM Polaris

Posted 3 months ago

by AMREEK SINGH

Polaris introduced new UI forms in CRM2011. These new forms come with “Process Flow” and classic form views. They look great but they have some functional limitations. For example. You can switch from “Process Flow ” to classic view but you can’t switch...
Tool tip bug on lookup fields in CRM2011

Posted 4 months ago

by AMREEK SINGH

In CRM2011 only the lookup fields have tool tips. The tool tip generally displays “Click to select a value for fieldname” as shown in the following screen shot. The problem starts when you change the the the position of field label from side to top of...
CCOLA forms in Polaris(CRM2011)

Posted 4 months ago

by AMREEK SINGH

Rollup 12 or Polaris is out for few weeks now. Microsoft have also release the server components for on-premise deployment today.I am playing with Polaris for few weeks now. There are a lot of new features introduced in Polaris and one of them is guided...
White House’s official response to the building of death star petition.

Posted 5 months ago

by AMREEK SINGH

This is my first blog that has nothing to do with CRM. But it is very funny. Around 34435 people signed the petition to secure resources and funding, and begin construction of a Death Star by 2016. BC. By law , White House has to respond to any petition...
Generic solution to add missing associated views to the form navigation

Posted 5 months ago

by AMREEK SINGH

This is the part 2 of my last blog Step by step tutorial to add the missing associated views to a CRM form . This blog will extend the solution to make it more generic. In the previous solution we have to add the relationship name in HTML web resource...
Step by step tutorial to add the missing associated views to a CRM form.

Posted 5 months ago

by AMREEK SINGH

In my last blog , I have posted the URL to add the navigation link for the relationships missing in the relationship explorer. I was in a hurry and did not explain how the URL can be used to add associated view to the form navigation. This blog will explain...
Displaying associated views for the relationships missing in relationship explorer.

Posted 5 months ago

by AMREEK SINGH

In CRM2011 we have relationship explorer as shown in screen shot. We can drag any available relationship from the relationship explorer to the form navigation. When we click on this navigation link, the system will display the associated view for that...
Strange behaviour when using security roles with the teams in CRM2011

Posted 5 months ago

by AMREEK SINGH

I was trying to setup the security roles on teams instead of assigning security role to the individual users. The end result is it does not work. Here are the details of what happened. I had a user with security role named “Manager”. Everything was working...
CRM fields and "Duplicate Field Name” error

Posted 6 months ago

by AMREEK SINGH

Every time you create an option set or a lookup field in CRM, the system creates 2 fields. For example if you create a lookup field named “new_contact”, the system will create the following 2 fields: “new_contact” “new_contact name ” ( the second field...
Queue Error in CRM2011

Posted 6 months ago

by AMREEK SINGH

I was setting up a new dev environment. It was working perfectly and suddenly, I can’t create a new queue or modify the existing queues. I was getting the following error message. I had a look in the event viewer. It was showing a warning message as shown...
My experience with Microsoft Dynamics CRM 2011 Custom Code Validation Tool

Posted 6 months ago

by AMREEK SINGH

Microsoft released the “Microsoft Dynamics CRM 2011 Custom Code Validation Tool” in May 2012. The purpose of this tool is to detect the potentials issues in HTML and JavaScript web resources when CRM2011 starts supporting multiple browsers. The cross...
List of Currencies in CRM2011

Posted 7 months ago

by AMREEK SINGH

To create a new currency in CRM, we have an option to select currency type of “System” or “Custom” as shown in the screen shot. If we choose “system” for currency type which is the default selection, we can select currency code from a look up view as...
Workflow assembly to cancel waiting workflows - Part 2

Posted 7 months ago

by AMREEK SINGH

In my last blog , I posted a code for a custom workflow assembly that updates the status of waiting workflow to “Cancelled” when a new instance of the workflow is created. I did not like the fact that I need to pass the name of workflow as a parameter...
Workflow assembly to cancel waiting workflows - Part 1

Posted 7 months ago

by AMREEK SINGH

Sometimes we need recursive workflows with waiting condition in the system. For example a workflow that fires on creation and on change of follow up date of the task. This workflow may wait for few days after “follow up” date and create a new task or...
Outer Joins in Fetch XML queries in CRM2011

Posted 8 months ago

by AMREEK SINGH

This blog will walk you through on how and when to use “Outer” joins in CRM2011 fetch queries. Outer joins can be very important for fetch xml based SSRS reports. Here are some of the examples. Example 1 Creating a query to retrieve opportunities with...
Single Sign On for CRM 2011 Online

Posted 8 months ago

by AMREEK SINGH

In July 2012 CRM online has been moved to “Online Commerce Platform”. It is same platform used by Office 365. One of the benefits of this change is that the customers can access various office 365 services using same username and password. But the thing...
Error message on running SDK samples for CRM Online on Office 365

Posted 9 months ago

by AMREEK SINGH

If you are trying to connect to CRM Online using Office 365 account you will receive an error message “LDAP server is unavailable”. Here is the screen shot. The problem is the authentication process. I debugged the code and find out that SDK samples are...
Problem with JavaScript text editor after installing Roll up 10 (CRM2011)

Posted 9 months ago

by AMREEK SINGH

I was talking to my friend Eric yesterday and he pointed out a bug introduced in Roll Up 10. After installing rollup 10, if you open an existing JavaScript webresource or create a new JavaScript webresource using crm text editor, chances are that you...