Category Archives: Dynamics CRM 2016

Unable to see the ‘Add Subcomponents’ and ‘Remove Component’ buttons in Dynamics 365

Introduction: ‘Add Subcomponents’ and ‘Remove Component’ buttons are one of the important features introduced in Microsoft Dynamics CRM 2016. This feature allows the users to select the components they want to have in their solution. In this blog, we will discuss why you are unable to see the ‘Add Subcomponent’ and the ‘Remove Component’ buttons… Read More »

Change default language name in drop-down using translations in VOC Survey

Introduction: Since the introduction of Voice of the Customer surveys in Dynamics CRM 2016, it has enabled organizations to offer feedback surveys to customers and gain insights about their products and services directly from customers. Note: To open Voice of the Customer survey link in a specific language using translations, refer this article. Changing default language… Read More »

Working with Report Pre-Filtering for related entities using Fetch XML

Introduction: Pre-filtering is one of the most important and useful features of reports in Microsoft Dynamics CRM. Pre-filtering allows filtering of the report data using the Advance Find functionality and enables users to create context-sensitive reports and return more relevant data. Pre-filtering passes the set of selected record or a specific record (such as Quote)… Read More »

Open Voice of the Customer survey link in a specific language using translations

Introduction: Voice of the Customer surveys that was introduced in Dynamics CRM 2016 has enabled organizations to get feedback from their customers across devices. To know how to create VOC survey and survey activity, refer this article. In this blog, we will guide you through the process of opening a Voice of the Customer Survey… Read More »

Effortlessly Export Dynamics CRM/365 Reports to PDF, Word or Excel!

Business reports compiled from Microsoft Dynamics 365 data can be a powerful tool for Organizations to evaluate performance and strategize short-term and long-term goals. While reports can be remarkably useful for the organization, employees often spend a considerable amount of time preparing these reports. This is a concern for many organization as it is not… Read More »

Plugin Pre-validation Operation to Show an Error Message as well as Log the Error

Introduction: We had a business requirement, where we created a custom entity with a grid of Associated Accounts. Here, we wanted to restrict the Account while adding Accounts in the Associated View. We wanted to do this when the Account does not have the status reason ‘Approved’ by showing an error message and sending an… Read More »

Accept Signatures on Mobiles and Tablets using Microsoft Dynamics CRM 2016/365

With the world moving towards Mobile and tablets and using touch enabled controls and accepting signatures on the apps directly becoming the norm, it was time for Microsoft to start support for such controls for their tablet and phone apps. With Dynamics CRM 2016 / 365 many new controls were introduced to create a more… Read More »

Using External Fonts in Dynamics 365

Introduction There are various scenarios where we need to develop client extensions in Dynamics CRM to achieve our task. HTML web resources can make a huge difference in Dynamics CRM when we want to create custom web pages to extend our business logic. Web pages with custom fonts give us that added advantage needed to… Read More »

Insufficient Permissions Error on Assigning a record in Dynamics 365

Introduction While working on one of our client requirement, we came across with one interesting scenario about security roles access level setup for Read and Assign privileges, which leads to errors on Dynamics CRM forms. Scenario: The requirement was to allow a user with specific security role in Dynamics CRM say “Salesperson” to assign lead… Read More »

Execute Workflow using Web API in Dynamics 365

Introduction: In every release, Microsoft comes up with some new and interesting features. With this Dynamics 365 release, the WEB API platform has been enhanced further. Microsoft has introduced many actions using Web API. Here we will see one of those new actions introduced in Dynamics 365 i.e. “ExecuteWorkflow”. Until Dynamics CRM 2016 Update 1… Read More »

Missing Reports from certain users in Microsoft Dynamics 365 for Sales aka Dynamics CRM

Issues: Ever been in a situation when you have deployed a report, made sure it is available for the organization and yet you have a user complaining of the missing report. Cause: You have users that use different languages as their UI language. While uploading the report, it was uploaded with a specific language set.… Read More »

Customization Preview Enhancement in Dynamics CRM 2016

Introduction: In Microsoft Dynamics CRM, Form customization is where we customize our form, change the form properties, and change settings of fields. After doing changes in form customization, we can preview changes done in the form without saving and publishing changes. This can be done just by clicking on the preview button and selecting the… Read More »

Found an integer attribute with unrecognized format: new_customeridtype – Solved

Introduction: Microsoft introduced the customer type field in Dynamics CRM 2016. To know more about it, you can refer this blog to explore it more. In this blog, we will focus on one of the error, which is caused while retrieving entity metadata for customer field. Problem: In one of our examples, our requirement was… Read More »

Show Dynamics CRM Data Publicly Using Power BI

Introduction: We have already shown how to integrate Dynamics CRM and Power BI in our previous blog. Since Power BI has proved to be a powerful visualization tool for Dynamics CRM users, we can use Power BI in multiple ways to analyze our business data. Consider a scenario where we want to generate a chart… Read More »

UrlRewriteModule error while Installing Dynamics CRM 2016 On-premises

Introduction: Anyone would imagine Dynamics CRM installation to be a task as simple as downloading and executing the setup file and stepping through the wizard and its done!! But No!! It’s not always done While it would work smoothly on some systems, it would error on others and this was one of the errors we… Read More »

Display Survey Questions Conditionally for Voice of Customer in Dynamics CRM 2016

Introduction: Voice of the Customer is a new feature, which was introduced in Dynamics CRM 2016. We have already discussed on how to create survey and survey activity in one of our previous blog. In this blog we are going to talk about how we can display Survey Questions conditionally using Response Routing in Voice… Read More »

How to Open SharePoint folder link within the Mobile or Tablet?

Introduction: In our previous blog, we discussed about requirement of SharePoint URL for moving file from Dynamics CRM to SharePoint. This can be done by retrieving Absolute and Site collection URL request in Dynamics CRM. In this blog, we will discuss about another common requirement to open SharePoint site in the mobile device and how… Read More »