Dynamics CRM · Dynamics CRM 2016 · Workaround

CRM 2016: CRM Perform Action SetWordTemplate Custom Entity Not Available

Word templates is a recent great tool into Dynamics. To learn more about Word Templates, visit Microsoft – Using Word templates in Dynamics 365. Apart from manually invoking the functionality via CRM Web Application, you can also use Processes via Action – SetWordTemplate. What’s interesting with this functionality is that custom entity does not seem… Continue reading CRM 2016: CRM Perform Action SetWordTemplate Custom Entity Not Available

Business Rules · Dynamics CRM · Dynamics CRM 2016 · Dynamics CRM Online · Workaround

CRM 2016: Address Auto Complete – Default Country

Dynamics CRM 2016 comes with tons of new great functionalities. One of them is Address Auto Complete. When you enter address details, CRM will try to complete with a pop-up. If you want to see how it works, dynamicscrmcenter wrote a nice blog. http://dynamicscrmcenter.com/2015/12/13/crm-2016-postal-address-autocomplete/ The only issue with this in my opinion is that it… Continue reading CRM 2016: Address Auto Complete – Default Country

Dynamics CRM 2011 · Dynamics CRM 2013 · Dynamics CRM 2015 · Dynamics CRM 4.0 · Web Service · Workaround

CRM Service Connection Disable Caching

Dynamics CRM has caching functionality for performance reasons. However sometimes the latest updates don’t come through because of caching. There are two ways to get around this issue: 1. Web or App config Caching can be disabled when connecting to CRM Service by configuring the context in config file. Insert the following sections under <configuration></configuration>… Continue reading CRM Service Connection Disable Caching

Dynamics CRM 2011 · Javascript · Workaround

CRM 2011: Text field value not changed until losing focus

I just noticed recently that a text field in CRM form will not have its value updated until I clicked away from the field. This is an issue simply because if the next step is a ribbon click which validates that field, the crm attribute simply returns null or the previous value. A workaround for… Continue reading CRM 2011: Text field value not changed until losing focus

Debugging · Dynamics CRM 2011 · Dynamics CRM 4.0 · Plugin · Workaround

Plugin does not run during Data Import

Encountered this issue today, data is imported, but Plugin did not run for any of the records. The Plugin runs when creating record using CRM UI or SDK Call. Well, the cause is that if you check for context.Depth in your plugin code, the Async job that executes the import will cause the depth at… Continue reading Plugin does not run during Data Import

Dynamics CRM 2011 · Dynamics CRM 4.0 · Workaround

CRM: Send Email to Team

Today I came across this problem that I had always assumed possible especially when Team entity has Email field. So here’s the deal. CRM does NOT support sending email to Team out of the box. CRM only supports sending emails to Account, Contact, Lead, Queue and User out of the box. Solution Lets talk about… Continue reading CRM: Send Email to Team