Category Archives: Customization

How to enable CRM 4.0 API support in Microsoft CRM Online – HTML component HTC support – resolve errors after the December 2012 Service Update “Polaris”


Our Microsoft Dynamics CRM Online organization was updated to December 2012 Service Update “Polaris” Release last week.  One thing we immediately performed was to enable CRM 4.0 API support since our CRM customizations contain both Microsoft CRM 2011 and CRM … Continue reading

Posted in CRM 2011, CRM On Premise, CRM Online, Customization, Microsoft CRM, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, Service Update, Software Development Kit (SDK), Update, Update Rollup | Tagged , , | Leave a comment

How to Remove the Activity Feeds Solution from Microsoft CRM Online


Recently – I needed to setup a Microsoft Dynamics CRM Online test environment to mimic an existing Microsoft CRM Online production that didn’t have the Activity Feeds installed.  For reference – Activity Feeds solution is installed on all CRM Online … Continue reading

Posted in Activity Feed, CRM Online, Customization | Tagged | 3 Comments

How to Enable Queues to support Contacts and Use Workflow to add Contacts to a Queue in Microsoft CRM 2011


Recently, I have been involved with how Microsoft Dynamics CRM could help with the education sector.  One interesting scenario is how to reach out to each student at least once a month by a pool of different department representatives (Teachers, … Continue reading

Posted in Best Practice, CRM 2011, CRM Design, CRM On Premise, CRM Online, Customization, Microsoft CRM, Microsoft CRM Workflow, Microsoft Dynamics CRM, MS CRM, Queue | Tagged , , | Leave a comment

CRM Offline New Activity Error – “Record Is Unavailable”


For Microsoft Dynamics CRM 2011 organizations (Online or On-Premise) that were upgraded from CRM 4.0 – if your CRM Users receive the following error message when creating/saving a new CRM activity (Appointment, Task, Phone Call, etc.) while using the Microsoft … Continue reading

Posted in CRM 2011, CRM On Premise, CRM Online, Customization, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, ms crm 5.0, Offline, Outlook Client, Synchronization Filter, Upgrade | Tagged , | 1 Comment

MS CRM Cascade ActiveOnly is not a valid cascade link type for relationships where the referencing entity has no statecode attribute


This week, while working on a CRM 2011 design for a Client in the Bioinformatics industry – I had encountered this error while trying to update the Account to Note Relationship Behavior for Assign to “Cascade Active” setting: The interesting … Continue reading

Posted in CRM 2011, Customization, Microsoft CRM, Microsoft Dynamics CRM, Upgrade | Tagged , | Leave a comment

How To: Migrate MS CRM Online 4.0 Customization to MS CRM 2011 Online


Since the release of Dynamics CRM 2011 (5.0) Online – I’d been asked by a number of our Dynamics CRM 4.0 Online customers how they can find out if their MS Dynamics CRM 4.0 customizations work in MS Dynamics CRM … Continue reading

Posted in CRM 2011, CRM On Premise, CRM Online, Customization, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, Upgrade | Tagged , | 3 Comments