Category Archives: Microsoft Dynamics CRM

Evaluate user activity stats using User Adoption Monitor

Introduction: The next step to a successful go-live of any Dynamics CRM implementation is a close review of the user adoption of the application. It is important to educate the users of the benefits of the application and inculcate the habit of using Dynamics CRM for their daily work. It could be a difficult task for… Read More »

Error ‘Principal user is missing prvReadAccount privilege’ resolved

Introduction: Data migration needs to carried out carefully when you are adopting a new system. If it doesn’t get the attention it deserves, then it can increase the exposure to several risks. During data migration, you might probably face various errors while transferring data. ‘Principal user is missing prvReadAccount privilege’ being one of the most… Read More »

ExecuteMultiple & Workflow or Plugin Assemblies

Introduction: ExecuteMultipleRequest – Message that allows you to club multiple CRM operations and execute them at one go without having to send each of these as separate requests. The ExecuteMultiple provides you with the option to indicate whether you want to continue processing the remaining requests if one of them fails or to stop processing. But… Read More »

Dynamics CRM Online Free Trial – Follow these links for that amazing experience

In our last post we discussed about Dynamics CRM E-Training/Learning. While these are definitely very helpful but its time now to get hands on experience in Dynamics CRM. Microsoft has provided some real good options for so you can walk through key scenarios for each role and familiarize yourself with user interface, and experience how… Read More »

Dynamics CRM 2015 – Top 5 Developers Delights

Microsoft Dynamics CRM 2015 Update 1 has come up with lots of new and exciting features. No doubt these features have been applauded by end users. From a developer point of view too this release has been a great blockbuster. Let’s see a quick recap of top 5 developer delights of Dynamics CRM 2015 Update… Read More »

Adding Custom Button on Security area in Dynamics CRM 2015

In Microsoft Dynamics CRM 2015 Security area is introduced which contains entities such as Users, Security Roles and Teams which were present in Administration area in previous versions of Microsoft Dynamics CRM. In this blog we are going to show how we can add Custom Buttons on Application Ribbon of Security area through Ribbon Workbench.… Read More »

1 Click is all it takes to Export Dynamics CRM Reports

How many clicks does it take to export Dynamics CRM reports? Imagine you have a meeting tomorrow and you want to present reports from Microsoft Dynamics 365. It’s not difficult to get reports from Dynamics CRM/365. The difficulty faced by most of the users is in exporting the report in the required format. The user… Read More »

Re-imagined Phone & Tablet Client for Dynamics CRM Online

Introduction One of the USP of Microsoft Dynamics CRM that differentiates it from other CRM applications available in the market is BYOD – CRM Anywhere. Dynamics CRM as of today supports the following client Web Client ( All major browsers IE/Edge, Chrome, FireFox, Safari) Outlook Client – Seamless integration with Microsoft Outlook so that you… Read More »

Automatic record creation or update rules in Dynamics CRM 2015 SP1

Microsoft always believes in making life of people simpler using their product. This is what happens with every update of Dynamics CRM. There was one feature introduced in CRM 2013 to ease the life of CRM users and that feature was Automatic case record creation through email and social monitoring. This was indeed a very… Read More »

Updating Date Values of Existing Records after modifying the Date/Time Behaviour in Dynamics CRM Online Update 1

Introduction In one of our earlier posts found here we had explained how the new date/time behaviour can be used to record date/times in the format that you require, instead of having it store the values in UTC all the time. So you can now go and modify the behaviour of an existing date/time field… Read More »

Tips for working with Business Rules in Dynamics CRM 2015 Online

Introduction Microsoft Dynamics CRM introduced Business Rules in CRM 2013 which provides custom business logic. You can read more about how to use Business Rules from one of our earlier blogs found here In this blog we are going to show new abilities added in Business Rules for Dynamics CRM Update 1 as well as… Read More »

Adding Signature to Emails in Dynamics CRM

Introduction Signatures are very integral part of any emails that are exchanged in present times. Dynamics CRM however does not yet have an OOB way to configure a signature for a user so that when a new Email is created, the signature is automatically added to the email body. There is always the Insert Template… Read More »

Support to open an Entity form in a new Window in Dynamics CRM 2015 SP1

Introduction: Every CRM update comes with a lot of goodies for both the developers and the end users, so Dynamics CRM 2015 SP1 was not different. One of such feature is opening a record in a new window. While most of youll think, whats so great in this, we have been doing this since CRM… Read More »

Calculated fields support extended for Date/Time data types in Dynamics CRM 2015

Introduction: Calculated fields was first introduced in Dynamics CRM 2015 and it further improved upon the ability to provide codeless solutions to power users to configure. You can learn more about its features from our earlier blog here. It provided support for most CRM data types however the calculations and formulae supported for Date/Time fields… Read More »

Hierarchy Support in Dynamics CRM 2015 SDK

Introduction Hierarchies were introduced in Dynamics CRM 2015.  Hierarchy provided a way for visualizing relation between records and identify where the records reside in parent child relationship. As in example below shows where “Test Account02” situated in hierarchy tree. SDK Support To support the ability to retrieve records based on Hierarchy, the SDK was enhanced… Read More »