Author Archives: Microsoft Dynamics CRM Online

About Microsoft Dynamics CRM Online

Microsoft Dynamics CRM and CRM Online specialist. Microsoft CRM MVP since 2006

How To: Delete a CRM Business Unit


CRM Business Units (except for the root Business Unit) can be deleted since CRM 2011. A Business Unit can be deleted only after it is disabled.  All related records such users, child business units, teams, facilities/equipment, resource groups, etc. to … Continue reading

Posted in CRM 2011, CRM 2013, CRM 2015, CRM 2016, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | Tagged | Leave a comment

How to Resolve SQL Server Error on a Microsoft CRM 2015 Rollup field Delete


I had encountered the following SQL Server Error when trying to delete a Microsoft Dynamics CRM 2015 rollup field.  This is deleting the actual rollup field from the entity and not simply removing the field from a form or view … Continue reading

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

Microsoft CRM App for Outlook – Online Only


With the release of Microsoft Dynamics CRM 2016 Update 0.1 – CRM App for Outlook is only available for CRM Online at this time.  We will be using Office 365 apps more and  more as we moved more to the … Continue reading

Posted in CRM 2016, CRM On Premise, CRM Online, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft Dynamics CRM, Mobile, Office 365, Outlook Client, Tablet | Tagged , | Leave a comment

How to Get Company’s NAICS code into Microsoft CRM using InsideView


On a recent CRM project – we have to find a way to retrieve the North American Industrial Classification System (NAICS) code to sync with a CRM Account (Company) record using InsideView.  NAICS is similar to Standard Industrial Classification (SIC) … Continue reading

Posted in 3rd Party Addon, CRM 2011, CRM 2013, CRM 2015, CRM On Premise, CRM Online, InsideView, Insights, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, Outlook Client | Tagged | Leave a comment

How to Automatically Next Stage on Business Process Flow


Microsoft Dynamics CRM 2015 and CRM Online supports “Next Stage” action on the CRM Form’s current selected Business Process Flow (BPF) via JavaScript: Write scripts for business process flows Using JavaScript saves the Microsoft CRM users time from manually clicking … Continue reading

Posted in Business Process Flow, CRM 2015, CRM On Premise, CRM Online, JavaScript, Microsoft Dynamics CRM, MS CRM, San Francisco, Software Development Kit (SDK) | Tagged , , | Leave a comment

InsideView IE Settings for Microsoft CRM


InsideView Insights for Microsoft Dynamics CRM is one of the best sales and social intelligence solution available and I highly recommend it.  It is included at no additional charge with all Microsoft Dynamics CRM Online Professional and Enterprise licenses in … Continue reading

Posted in 3rd Party Addon, CRM 2013, CRM 2015, CRM On Premise, CRM Online, InsideView, Insights, MS CRM, San Francisco | Tagged , | Leave a comment

Microsoft CRM 2015 Upgrade Requires CRM 2013 SP1


I’m currently working on a Microsoft Dynamics CRM 4.0 upgrade to Dynamics CRM 2015 project.  That is 3 versions upgrade (4.0 >> 2011 >> 2013 >> 2015).  A lot of folks asked me should they upgrade to 2013 or 2015 … Continue reading

Posted in CRM 2011, CRM 2013, CRM 2015, CRM On Premise, Microsoft CRM, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0 | Tagged , | 3 Comments