Business Rules · Dynamics CRM · Dynamics CRM 2013 · Dynamics CRM 2015 · Dynamics CRM 2016

CRM 2016: Business Rules Scope Entity

Business Rules is pretty powerful stuff. With it you can do most of form’s logic in lieu of javascript of previous CRM generations. But Business Rules doesn’t only work on forms! If you set the scope to Entity, the business rule run on Server. Which means, you could implement some business logic on server using… Continue reading CRM 2016: Business Rules Scope Entity

Dynamics CRM 2011 · Dynamics CRM 2013 · Dynamics CRM 2015 · Dynamics CRM 4.0

FetchXml Query Compare Dates

Working with datetime in CRM is rather confusing at times. Most of the time, I resort to querying everything as UTC. Same thing here with FetchXml query, simply change the value to a UTC format yyyy-mm-ddThh:mi:ss.mmmZ. PS: even though its not obvious on Advanced Find, you can also use ge operator to compare dates. Cheers,… Continue reading FetchXml Query Compare Dates

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

Debugging · Dynamics CRM 2011

CRM 2011: Entity role must be specified for reflexive relationship

I got an error when trying to add a M:N relationship record to the same entity (new_document_refer_document). This is because CRM needs to figure out the direction of the relationship. To do this, simply populate the PrimaryEntityRole property of the Relationship parameter. Shout out to great post at mydynamicscrmblog. PS: I noticed for self referencing… Continue reading CRM 2011: Entity role must be specified for reflexive relationship

Dynamics CRM 2011 · Optimization · Outlook · Outlook Client · Synchronization · Tools

CRM 2011: Offline Filters Template Simplified

One of the most confusing things in CRM is Offline Filters. In this post, I hope to simplify this complex issue by sharing my findings from working with Offline Filters and Templates recently. Offline Filters are important performance tool as it limits the data being synchronised to offline database. Outlook Filters and Offline Filters Outlook… Continue reading CRM 2011: Offline Filters Template Simplified