Author Archives: Microsoft Dynamics 365 / CRM

About Microsoft Dynamics 365 / CRM

Microsoft Dynamics 365 CRM/xRM specialist in San Francisco, CA, USA.  Awarded the Microsoft MVP Business Solutions (Dynamics 365/CRM) 12 consecutive times from 2006 to 2018. Actively involved with Microsoft Dynamics CRM implementations since Microsoft CRM v1.0 beta (2002). Super passionate about everything CRM, especially in the areas of Mobile and Cloud Computing, A.I., Digital Transformation, and Business Process Management (BPM).

Business Process Flow Does NOT Appear on Some Existing Records

Posted on April 16, 2020 by Microsoft Dynamics 365 / CRM

Encountered an existing CRM Account record that does NOT display a Specific Business Process Flow (BPF) after selecting the BPF via the Switch Process in either Unified Interface or legacy web client. Checked the below items but issue still presists … Continue reading →

Posted in Business Process Flow, Dynamics 365, Troubleshooting | Leave a comment

Dynamics 365 Unified Interface JavaScript to Set a Date Field to Current Date

Posted on April 16, 2020 by Microsoft Dynamics 365 / CRM

From recent working with Dynamics 365 customers transitioning to the new Unified Interface – have a CRM Sales User scenario that needs to set a CRM Contact field to the current date on a new record.  The user can then … Continue reading →

Posted in Dynamics 365, JavaScript, Unified Interface | Tagged , , , | Leave a comment

How To Uptake the new Service scheduling in your org

Posted on March 27, 2020 by Microsoft Dynamics 365 / CRM

The Dynamics 365 legacy service scheduling is deprecated and will no longer be available on 10/1/2020, use the new Dynamics 365 Service Scheduling available in the Unified Interface.  I had encountered the following issue during the setup of the new … Continue reading →

Posted in CRM Online, customer service hub, Dynamics 365, Service Scheduling, Unified Interface | Tagged , , | Leave a comment

How To Disable Unified Interface Only Setting in Dynamics 365

Posted on November 11, 2019 by Microsoft Dynamics 365 / CRM

All current version Microsoft Dynamics 365 trials and environments are defaulted to the “Unified Interface Only” setting.  This is a good thing since Microsoft Dynamics 365 Unified Interface is here to stay and the previous “Legacy Web Client” interface is … Continue reading →

Posted in Dynamics 365, Legacy Web Client, Power Platform, Unified Interface | Tagged , , , | Leave a comment

Microsoft Dynamics 365 v9.0 (on-premises) Downloads

Posted on October 31, 2019 by Microsoft Dynamics 365 / CRM

Microsoft Dynamics 365 Server (no CAL limit) 90-day trial license keys:KKNV2-4YYK8-D8HWD-GDRMW-29YTW If you use a 90-day trial key, you can enter a valid commercial product key at any time during the trial period to continue to use the product. Here … Continue reading →

Posted in CRM On Premise, Dynamics 365, Language Pack MUI, Microsoft CRM Outlook Client, Outlook Client, Software Development Kit (SDK), Upgrade | Tagged , | Leave a comment

Advanced Find Before Today or Older Than Today

Posted on February 26, 2018 by Microsoft Dynamics 365 / CRM

This is a very common user question since Microsoft CRM 1.0 – how to setup an Advanced Find view to display all the records filtered on a CRM entity’s date field (such as the Account’s Created On date) that is … Continue reading →

Posted in Advanced Find, CRM 2016, CRM On Premise, CRM Online, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, Report | Tagged , , | Leave a comment

CRM Default Team and Business Unit Delete Error Caused by WIP Bin queue

Posted on February 18, 2018 by Microsoft Dynamics 365 / CRM

Recently on one of my Microsoft Dynamics CRM projects – we want to clean-up the various Teams/Business Units created over the years that are no longer relevant.  However – some Teams such as the default Teams are more challenging to … Continue reading →

Posted in Advanced Find, CRM On Premise, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, Troubleshooting | Tagged , , , | Leave a comment

Business Process Error – The given key was not present in the dictionary

Posted on February 6, 2018 by Microsoft Dynamics 365 / CRM

A client contacted me regarding the following error from an Opportunity record operation: Business Process Error.  The given key was not present in the dictionary. This error is from Microsoft Dynamics CRM 2015 environment.  It was triggered by a CRM … Continue reading →

Posted in CRM 2015, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Workflow, Microsoft Dynamics CRM, MS CRM, Troubleshooting, Workflow | Tagged , | Leave a comment

How To Set Up a CRM Workflow Timeout Condition

Posted on January 27, 2018 by Microsoft Dynamics 365 / CRM

This is a common questions that I’ve encountered – how to setup a Microsoft Dynamics 365 Workflow Timeout Condition (not the Workflow Wait until Condition) – harder to find it in the Workflow designer.  The CRM Workflow Wait until Condition … Continue reading →

Posted in CRM 2013, CRM 2015, CRM 2016, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Workflow, Microsoft Dynamics CRM, MS CRM | Tagged | 2 Comments

HTTP Error 500.0 – Internal Server Error

Posted on January 20, 2018 by Microsoft Dynamics 365 / CRM

Ran into the following Microsoft Dynamics CRM 2016 On-Premises error when trying to access Microsoft CRM via the Web Client: HTTP Error 500.0 – Internal Server Error.  Calling LoadLibraryEx on ISAPI filter “C:\Program Files\Microsoft Dynamics CRM\Server\bin\DefaultAddonFilter.dll” failed This is a … Continue reading →

Posted in BIDS Report Authoring Extension, CRM 2015, CRM 2016, CRM On Premise, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, Troubleshooting | Tagged , , | Leave a comment