Dynamics 365 for Phones and Tablets User’s Guide

Kindly refer below link:

https://www.microsoft.com/en-us/dynamics/crm-customer-center/crm-for-phones-and-tablets-user-s-guide.aspx

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Posted in CRM Mobile

Dynamics CRM 365 FAQ Online Vs. On-premises

Refer below link for more details on Dynamics CRM 365 Onlinve Vs. On-premises

https://www.microsoft.com/en-us/dynamics/crm-customer-center/crm-2016-online-vs-on-premises-features-faq.aspx

 

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Posted in CRM Architecture

Sneak-peak to Project Madeira

Snea-peak to Project Madeira

 

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Posted in CRM New Features

Access CRM MoCA client from my Browser

How can I access or simulate my MoCA from my browser?

Follow below simple steps to access CRM MoCA client from your browser:

  1. Open Browser
  2. Type the URL:

https://ORGANIZATION_FULL_NAME/nga/main.htm?org=ORGANIZATION_FULL_NAME&server=https://ORGANIZATION_FULL_NAME

Note: ORGANIZATION_FULL_NAME e.g. myOrg.abc.com

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Posted in CRM Mobile

Import solution error in CRM 2015 with update 0.2

Question: Solution import fails in CRM 2015 with update 0.2

Answer: While importing the solution in a environment where CRM 2015 with update 0.2. The error may show Business Rule error.

This is official bug from Microsoft. Fix will be available in update 0.3

Work Around: Delete the business rules from the target org. whichever is giving error and re-import the solution.

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Posted in Solution

ScriptError.asmx creating spike in front end

Question: There is a spike in Front end server and reason for that is ScriptError.asmx is getting called continuously.

Answer: ScriptError.asmx is called when CRM is not able handle the internal error. When you do the fiddler and see that /AppWebServices/ScriptError.asmx  url is getting called multiple times.

The potential fix for this can be it is trying to send the Watson error to Microsoft. To avoid that change below privacy setting.

Go to Settings –> Administration –> Privacy Settings

Under error reporting, change the setting “Never send an error report to Microsoft”

This will fix the issue.

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Posted in CRM Error

Change default lookup – SetRegardingLookupDefaultEntityType

Question: I want to change my default lookup entity from Account to Contact

Answer: This is possible out of box.

  1. Download the OrgDB setting tool from codeplex: https://orgdborgsettings.codeplex.com/
  2. Import the “OrganizationSettingEditor” solution
  3. Change the vale for SetRegardingLookupDefaultEntityType OrgDBSetting to contact.
  4. Refresh the URL.
  5. Now go to Appointment / Phone call and choose the lookup. It will take you to contact as default lookup type.

 

 

Posted in CRM Tools, Solution

Enable Tracing in MS CRM

To enable the tracing in MS CRM refer below link:

https://support.microsoft.com/en-us/kb/907490

 

Posted in Uncategorized

MS CRM 2015 Business Rule not working after update 0.1

Issue: MS CRM 2015 Business Rule not working after update 0.1

Solution:

  1. Export the solution from your development environment
  2. Import the same solution back to your development environment
  3. Now again export the solution from the development environment
  4. Import it to your test environment

Now your business rules will start working.

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Posted in Solution, Uncategorized

MS CRM Metadata Browser

Use XRMToolBox from below location.

http://www.xrmtoolbox.com/download.html

  1. Connect to CRM Org.
  2. Specify the path for file
  3. Select the required entities
  4. Click on Generate document
  5. It will create XLS document with separate tab for each entity.

 

Posted in CRM Tools