Author Archives: Dynamics CRM Guru

Dynamics 365 On premise update is now available with exciting new features

Microsoft has announced the Microsoft Dynamics 365 Dec 2016 Update (CRM) with the exciting new features and bug fixes

 

Key features:

  • Editable Grid
  • Concurrently running Business Processes
  • Interactive Service Hub enhancements
  • Email engagement
  • Mobile App enhancements
  • Dynamics 365 App for outlook enhancements

 

Link to download the update: https://www.microsoft.com/en-us/download/details.aspx?id=54515

Link to the KB article on the update: https://www.microsoft.com/en-us/dynamics/crm-customer-center/what-s-new.aspx

 

Stay tuned for more details in coming days..

Strange Error while scheduling Service Activity in CRM 2016 – An Error Has occurred. Please return to homepage and try again.

We got a strange error [strange JavaScript popup alert] while scheduling service. Searching for the similar error in google did not help either. It took almost 2 days to narrow down the issue and find the root cause. If you come across the same issue, this post might help you.

Issue:

An error while scheduling the service activity [Alert popup – not a usual error popup in CRM 2016]

“An Error Has occurred. Please return to homepage and try again.”

issue1

Root Cause for the error:

 

On the Service Activity form, there is a field ‘All Day Event’ which was removed from the form. This has caused the issue.

issue-2

Resolution:

Adding the field “All Day Event’ back to the form resolved the issue! Strange!!

Unable to login to Dynamics CRM error while generating Crm proxy class – CrmSvcUtil

If you are experiencing the error ‘Unable to login to Dynamics CRM’ while generating the CRM Proxy class using CrmSvcUtil tool, you should try this to resolve it.

There is a new command parameter added to the CrmSvcUtil tool : interactivelogin:true

You may append this command parameter to your CrmSvcUtil command line and this would give you a pop up to enter the credentials and would sort the above mentioned issue.

Your command would look like:

CrmSvcUtil.exe /url:<Server url>/<Organization> /username:<username> /password:<pwd> /domain:<domain> /out:”Xrm.cs” /namespace:Xrm /serviceContextName:CrmContext /interactivelogin:true

 

Interactive Login popup window:

interactivesericelogin

What is ‘Ticker Symbol’ field format in Microsoft CRM?

Ticker Symbol is a one of the formats of field type ‘Single Line of Text’ in Microsoft CRM.

 

1

This is a kind of text field which stores the value as string but clicking on this field value would open the ‘MSN money page’ [Stock Market details] for the text in the field value. Read the rest of this entry

MB2-700 Dynamics CRM 2013 Applications Certification Helper – Question#1

Which two record types require a reference to the subject tree? Each answer presents part of the solution. (Choose TWO)

A. Sales Attachments

B. Case Resolution Activity

C. Cases

D. Sales Literature

E. Knowledge Base articles

Read the rest of this entry

Microsoft CRM 2016 Interview Questions

Q. What are the new features introduced in CRM 2016

Q. Explain the differences between enhanced SLA vs Standard SLA

Q. Explain the functionality of each of the below marked services in Microsoft CRM 2016 Read the rest of this entry

Navigation Bar change in CRM 2016/2015 update1

Navigation Bar in Microsoft CRM has a new change introduced in CRM 2016 (also CRM 2015 update 1). This is now more user friendly and options are more easy to choose from.

The tiles are smaller, so more fit into a grouping, while the bar at the top is wider and easier to see. These size changes make this navigation style easier to use on mobile devices like cellphones and tablets, and the group arrangement allows for faster access to the areas you’re looking for.

NewNavBarChangeCRm2016.png

Unable to get property ‘firstChild’ of undefined or null reference – Error accessing Microsoft CRM

You might have received this annoying popup error while accessing Microsoft CRM. You might wonder if there is anything wrong with the Jscript customization in your solution! This is actually a browser related problem and you can fix it quickly.

Resolution: Add the CRM url to the ‘Trusted sites’ list and you would not get this issue. Its related to the activex control access.

Changing parent BU removes security roles assigned to the users of that BU – Issue fixed in CRM 2015

There was a strange issue in CRM 2011 where the security roles of users part of a BU get removed when the BU’s parent BU is changed. This issue seems like fixed by Microsoft in CRM 2013 RU2 and we do not see that issue in CRM 2015 either.

 

If you are still using CRM 2011 and are affected with this issue, a work around would be to reassign the security roles through custom code or from UI after the parent BU change.

Through Code:

<pre>// Associate the user with the role.
        if (_roleId != Guid.Empty && _userId != Guid.Empty)
        {
            _serviceProxy.Associate(
                        "systemuser",
                        _userId,
                        new Relationship("systemuserroles_association"),
                        new EntityReferenceCollection() { new EntityReference(Role.EntityLogicalName, _roleId) });

            Console.WriteLine("Role is associated with the user.");
        }</pre>

How to set and clear field notification in CRM 2013 using JScript – CRM 2013 Feature

There is a new client API  feature introduced in CRM 2013 – Setting Form and Field level notifications through Jscript.

Let’s have a look at how to set notification on a field on Account form.

The requirement is to check and notify if Phone field on the account form is empty.

Sample Code has been added to OnSave() event of Account:


function AlertOnAccountForm() {

    //Set Field Notification
    if (Xrm.Page.data.entity.attributes.get('telephone1').getValue() == null) {
        Xrm.Page.getControl('telephone1').setNotification('Phone Number should not be empty');
    }

}

And the UI will be like this on save of account form:

Field notification