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7 Reasons to Implement Microsoft Dynamics CRM

Perhaps you are outgrowing your current CRM solution, or you're planning to implement a new CRM system that will help you achieve your growth targets.Microsoft Dynamics CRM Online is a leading cloud...

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Embedded Charts in Microsoft Dynamics CRM 2015 U1

Microsoft Dynamics CRM has always been a robust platform with myriad functionality. Dynamics CRM 2015 User Release 1 brings plenty of overhauls to the CRM platform. But like other software, the newest...

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Hosk’s Top CRM Articles of the week – 14th September

I have been on holiday for a week at the awesome Butlins, I had a great time but boy was it tiring.I saw Scooby Doo, Mike the Knight, Angelina the Ballerina and Katie from Cbeebies, went on rides,...

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Protected: Features list: CRM Online Vs CRM On Premise (Private Cloud, On...

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Tip 144: ¿Debería crear notas privadas en el CRM?

Generalmente, no. De vez en cuanto me encuentro con un requerimiento donde se pide que algunas notas en el CRM …

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CRM 2016 announced! My favorite features to look out for

 You might have seen the press release (http://news.microsoft.com/2015/09/08/microsoft-reinvents-productivity-with-upcoming-release-of-customer-engagement-solution/), CRM 2016 is no longer under NDA...

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HWL spoof configuration for Dynamics CRM

While on a load balanced setup using HWL, we found a bunch of errors with the configuration. Nothing was out of the ordinary after re-checking the configuration several times. After various...

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Using CRM from an external website – part 7: Back to the drawing board

I ended my previous article with the conclusion that history was repeating itself. For some reasons I don’t understand, Microsoft is making it very hard for developers to integrate Microsoft...

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Tip #475: Keep CRM form tidy with hidden OneNote sections

After the very detailed OneNote introduction by Pablo “CRMGamified” Peralta, the only features that are left to cover are undocumented or pure bugs. I’m not quite sure which category the discovery...

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Dynamics CRM 2016 Release Preview Information

Dynamics CRM 2016 in the name of the next release for Dynamics CRM expected this Fall (December / January), and what a release it looks like it will be.I have listed some resources that share some of...

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CRM and SQL Tip #01 - How to find out the Security Roles assigned to the user

The below SQL query is useful to find out the Security Roles assigned to the users from backend by querying the Organization _MSCRM database in SQL Server. select role . name as 'Role Name' ...(read more)

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Get Comment from user before de-activating entity record

Requirement : While deactivating account record, we need to get deactivation comments from user before deactivating account.Solution: We can implement this requirement using different ways, in this...

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CRM 2011 Outlook Client Configuration Error Exception "Requested value...

CRM 2011 Outlook Client Configuration encounters an Error Exception "Requested value 'SpecialCaseValidForCustomization' was not found." Environment: CRM 2011 UR 11 with IFD Error...(read more)

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CRM not accessible after UR10 upgradation in CRM 2011

CRM not accessible after UR10 upgradation in CRM 2011, you get the below error logged in Application Event Log. Error Message: Solution: Extract the UR10 update. Force register the ‘Microsoft...(read...

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CRM and SQL Tip #02 - Finding duplicate users in an Organization

In CRM we may get stuck while importing the organization when we have a duplicate users. With the below query you can find the user with more than one occurrence, you can unmap the specific user...

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CRM and SQL Tip #03 - How to find Default CRM Organization for User

In a multi tenant CRM environment, when the user is part of multiple organization. Run the below query on the Organization database to find the default organization for that user. -- Replace...

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CRM and SQL Tip #04 - How to find User Account Last Access Time

Provide the Organization name in Organization _MSCRM, Friendly Name @ OrgName and Change the Number (getutcdate())< 7 ) as per your requirement. Use MSCRM_Config SELECT O.FriendlyName,...

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Get Ready with Update 1.1 for Microsoft Dynamics CRM 2015

Microsoft announced the new Update 1.1 for Dynamics CRM 2015 Online. Following issues are resolved by Update 1.1 Workflow and Async jobs related Workflow conditon step evaluation will throw an...(read...

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CRM is Key to Getting, Growing and Keeping Customers

Customer Relationship Management, or CRM, is the backbone of any business.  That sounds like a bold statement, but it is true.  Think about it:  when you bought goods or services you might have done so...

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The Chart XML

Creating new Charts in Dynamics CRM has been quite easy for a few versions now. It’s a visual process, very intuitive. But how is all this configuration stored? To have a quick look at this...

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