Blog Archives

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!!

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Unable to add Webresource/IFRAME in CRM 2016 Interactive Service Hub form – Resolved in Update 8.1

If you are using CRM 2016 [Version 8.0] and without Update 1 installed, you might notice that Interactive Service form doesn’t have option to include ‘Web resource’  and ‘IFRAME’ component which is a great drawback. Many users have complained about this and Microsoft has fixed this in Microsoft CRM 2016 Update 1 release.

ish-webresourcenew

You would now be able to include IFRAME components in Interactive Service forms.

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

How to create and configure Calculated field in CRM 2015

“Calculated Field” is a new feature introduced in CRM 2015 which can be used to store calculated values. The key benefit is, this can be setup from CRM UI without any code.

Let’s have a look at how to setup this field type and the scope of this field type in implementations.

Here the requirement is to create a field to calculate the number of days since the Account record is last modified and to display the value on ‘Account’ form as well as on ‘Active Accounts’ view.

Steps to create the Calculated field:

  • Setting up ‘Calculated Field’ is just like any other field in an entity and can be done from Settings>Customizations>Solutions ~ Components> Entities> {Entity} > Fields >New

Read the rest of this entry

How to create and configure Rollup field in CRM 2015

“Rollup Field” is a new feature introduced in CRM 2015 which can be used for setting up extended fields to store aggregated values. The key benefit is, this can be setup from CRM UI without any code.

Let’s have a look at how to setup this field type and the scope of this field type in implementations.

Here the requirement is to create a field to count the number of Opportunities in an Account which are in ‘Won’ status and add it to the Account form.

Steps to create the Rollup field: Read the rest of this entry

How to enable Business Rule to execute server side in CRM 2015?

In CRM 2015, there is a very important update which can be considered for replacing many workflows or plugins – Executing Business Rules from Server Side code.

 

When Business Rule feature was introduced in CRM 2013, it was capable of executing from client side alone and with the 2015 update, we now be able to execute business rule from server side as well- which is a great feature. 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

‘First Response By’ and ‘Resolve By’ fields are not getting populated on case form for enhanced SLA

When you implement SLA feature in CRM 2015/2016 you might worry about these fields as they would be filled only based on the SLA type – ‘Standard’. You may remove the fields from the Case form depends on the SLA type (‘Enhanced’) you opt for the CRM setup.

 

If you enable the standard SLA, the below fields would be populated with values: Read the rest of this entry

How to set default Entitlement during Case Creation in CRM 2016?

Before CRM 2015 Update, users had to set the entitlement to a case record manually and as with the latest Microsoft CRM update, it can be automated.

 

An entitlement can be set as a ‘Default Entitlement’ for a customer and thereafter when a case is created for the customer, which entitlement will be assigned to the case automatically which saves service user’s time. Read the rest of this entry