Category Archives: CRM Online

How To Uptake the new Service scheduling in your org

Posted on March 27, 2020 by Frank Lee

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

Advanced Find Before Today or Older Than Today

Posted on February 26, 2018 by Frank Lee

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 , , | 1 Comment

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

Posted on February 6, 2018 by Frank Lee

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 Frank Lee

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

Dynamics Mobile App Activities Error “part of the form can’t be displayed”

Posted on July 12, 2017 by Frank Lee

I had encountered the following Microsoft Dynamics 365 (CRM) Mobile App Activities Error “This part of the form can’t be displayed.  Please contact your administrator”when trying to access the Activities from Mobile App menu: Clicking on the Error details provided … Continue reading →

Posted in CRM 2016, CRM On Premise, CRM Online, Customization, Dynamics 365, iOS, iPad, iPhone, Microsoft CRM, Microsoft CRM Mobile, Microsoft Dynamics CRM, Mobile, Mobile App, MS CRM, Troubleshooting | Tagged , , | 2 Comments

Dynamics 365 App for Outlook together with Outlook App for iPad/iPhone is Awesome!

Posted on April 5, 2017 by Frank Lee

The latest Microsoft Dynamics 365 App for Outlook (from the December 2016 CRM Update, v8.2x) works pretty well.  It even integrates with the latest Microsoft Outlook App for iPad/iPhone (via the new Dynamics 365 Add-in) – to help track emails … Continue reading →

Posted in CRM On Premise, CRM Online, Dynamics 365, Dynamics 365 Outlook App, iOS, iPad, iPhone, Microsoft CRM, Microsoft CRM Mobile, Microsoft Dynamics CRM, Microsoft Outlook App, Mobile, MS CRM, Office 365 | Tagged , , , , , , , | 8 Comments

Ampersand in Entity Name Causing Filter Lookup Field Error

Posted on March 20, 2017 by Frank Lee

During design testing for a Client: I had encountered the following error when trying to enter a value in a Filter Lookup field for search/entry with the latest Microsoft Dynamics 365 (CRM) Online (also observed in Dynamics CRM 2015): Unhandled … Continue reading →

Posted in CRM On Premise, CRM Online, Dynamics 365, Microsoft CRM, MS CRM, Troubleshooting | Tagged , | 2 Comments

Maximum Number of Active Business Process Flows

Posted on March 7, 2017 by Frank Lee

I had encountered the following error message during client testing today: Too many active business process flows The Microsoft Dynamics 365 CRM default value for the maximum number of activated business process flows is 10 per entity as referenced in … Continue reading →

Posted in Business Process Flow, CRM On Premise, CRM Online, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, MS CRM | Tagged | Leave a comment

Error Deleting an Account Record – Associated with Another Record

Posted on February 24, 2017 by Frank Lee

One of our customers wasn’t able to delete an inactive Dynamics 365 (CRM) Account record – received the following error message: The record could not be deleted because of an association Log file: <s:Envelope xmlns:s=”http://schemas.xmlsoap.org/soap/envelope/”><s:Body><s:Fault><faultcode>s:Client</faultcode><faultstring xmlns:xml=”http://www.w3.org/XML/1998/namespace&#8221; xml:lang=”en-US”>The object you tried … Continue reading →

Posted in CRM On Premise, CRM Online, Dynamics 365, Microsoft CRM, Microsoft Dynamics CRM, Troubleshooting | Tagged | 1 Comment

Microsoft Dynamics CRM 2016 + Dynamics 365 (CRM December 2016 Update) Downloads

Posted on December 31, 2016 by Frank Lee

90-day trial keys: Microsoft Dynamics CRM Workgroup Server 2016 (5 CAL limit):D8W6N-FJXJF-CC3TK-6CMGV-VVBH9 Microsoft ynamics CRM Server 2016 (no CAL limit):WCPQN-33442-VH2RQ-M4RKF-GXYH4 If you use a 90-day trial key, you can enter a valid commercial product key at any time during the … Continue reading →

Posted in BIDS Report Authoring Extension, CRM 2016, CRM On Premise, CRM Online, Dynamics 365, E-mail Router, Implementation Guide, Microsoft CRM, Microsoft CRM Outlook Client, Microsoft CRM Update, Microsoft Dynamics CRM, MS CRM, Outlook Client | Tagged | 1 Comment