Tag Archives: Dynamics CRM 2013

Handling Date/Time fields in Microsoft Dynamics CRM 2015 Online Update 1

Introduction Managing Date/Time fields in Dynamics CRM has not been easy especially when time zone come into picture and yet it is very critical to the application. Dynamics CRM being a global application was designed to support multiple timezones and the architecture design had a very noble thought behind it – “No matter which timezone… Read More »

Issue with the Lookup View selected during Customizations not being honored in Tablet

Issue: Usually when placing a lookup field on the form, we also select the view based on which the records should be displayed in the lookup window. The same behavior is expected for the Tablet application as well. But we came across a scenario where the lookup displayed all records irrespective of the view selected… Read More »

System Customizer role does not allow modifying Web Resources in Dynamics CRM 2013

Introduction: Recently, we came across a situation where we were only assigned System Customizer Role in a client environment to give dev access to the organization customizations. It was our understanding all along that System Customizer role is provided to developers for customizing the system and System Administrator being the other role that provided complete… Read More »

Custom State Model Transitions in Spring Release for Dynamics CRM 2013

There is a completely new and useful feature of Status Reason Transitions introduced in the Spring Release for Dynamics CRM 2013 Leo. This blog would walk you through the brief explanation of Custom State Model Transitions and how to implement them in CRM using real life example. This feature is only applicable to Case (Incident)… Read More »

Queue Enhancements in Microsoft Dynamics CRM ‘LEO’ release – Part 2

Further to our earlier blog in which talked about Public/Private Queues in brief with some UI changes in them, this blog will walk you through the features such as how to route queued Item, how to Assign, Pick, and Release features of Queue and important points to be taken note of. Read more: Queue Enhancements in… Read More »

Queue Enhancements in Microsoft Dynamics CRM ‘LEO’ release – Part 1

In Dynamics CRM 2013 ‘LEO’ release Queues are further enhanced to now support Public and Private Queues. Through this blog post we will review the enhanced feature of Queue in general. Introduction of Private Queue would help user’s focus on their cases and resolve at better rate. Only those users who are members of a… Read More »

Routing Rules to Automate Case Routing in Dynamics CRM 2013

In the earlier versions of Dynamics CRM we had the option of setting routing through the entity settings shown below: The entity could only be routed to default queue of the owner of the record when record is created or assigned. For any other conditional routing, custom development was the way to go. Now with… Read More »

Unable to edit an Appointment on the tablet client in Dynamics CRM 2013

We came across an issue with the Tablet Client where for an Appointment Entity, we were unable to see the “Activate” button for the scheduled appointment records. By default the appointment form appeared disabled on the Tablet Client and we could not edit the details until we Activated the record. However, on this form the… Read More »

Use SQL Tracing to find the SQL query generated for Dynamics CRM Platform Operations for CRM On-Premise

Dynamics CRM works largely on FetchXML queries. FetchXML is a proprietary query language for Dynamics CRM. For developers coming from SQL background, they would really want to find the SQL query that the FetchXML translates into. While one way is to explain the FetchXML syntax, it might help to also get the SQL statement that… Read More »

Server-Side Synchronization for Dynamics CRM with POP3 Enabled Mail Server

In Dynamics CRM prior to CRM 2013 email integration provided the following options Email Router Microsoft Outlook Client. Using Microsoft Outlook Client allowed users to send emails from Dynamics CRM using their Microsoft Outlook client. If the Outlook client was closed, it would wait until Outlook client is re-opened for the mail to be processed.… Read More »

Heat Map representation of Dynamics CRM data in CRM Dashboards

Picture speaks more than a thousand words and what better than a graphic representation of Dynamics CRM data on Bing Map for geographical analysis. Dynamics CRM introduced Bing Maps component with Dynamics CRM 2013 but right now this is only restricted to displaying a single address on a map. Maplytics a geo-analytics solution targeted at… Read More »