Category Archives: Customization

How to Add SharePoint Document Files Tab to a Dynamics 365 Custom or Out of the Box Table (Entity) Main Form

Posted on March 5, 2021 by Frank Lee

Microsoft Dynamics 365 Custom Table (Custom Entity) supports Document Management with SharePoint. The Main Form on the Custom Table (Custom Entity) however DOES NOT have the Files tab available by default. WORK for Out of the Box Tables too. The … Continue reading →

Posted in Customization, Document Management, Dynamics 365, Power Apps, SharePoint Integration, Unified Interface | Tagged , , , , , , , , , , , , , , , , | 7 Comments

How to Update an Existing Dynamics 365 Custom Report RDL

Posted on March 1, 2021 by Frank Lee

Dynamics 365 supports custom reports built using SQL Server Reporting Services (SSRS) report definition language (RDL). When the situation calls for updating an existing Microsoft Dynamics 365 custom report (.RDL) but you no longer have access to the original code/solution … Continue reading →

Posted in BIDS Report Authoring Extension, Customization, Dynamics 365, Report | Tagged , , , , | Leave a comment

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

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

Posted on April 30, 2016 by Frank Lee

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

Build the Microsoft CRM 4.0 Plug-in Registration Tool with Visual Studio 2013

Posted on August 19, 2014 by Frank Lee

I had a recent CRM project where I needed the Plug-in Registration Tool for Microsoft Dynamics CRM 4.0.  I have the Plug-in Registration Tool for Microsoft CRM 2011, CRM 2013 and CRM Online readily available.  However, these versions of the … Continue reading →

Posted in Customization, Microsoft Dynamics CRM, MS CRM, MS CRM 4.0, Software Development Kit (SDK) | Tagged , | 5 Comments

CRM 2013 Dashboard Design Difference for Outlook Client and Web Client

Posted on April 24, 2014 by Frank Lee

I had an interesting design observation while working on a Microsoft CRM project – the Microsoft Dynamics CRM 2013 or CRM Online Dashboard behavior has slight differences between the CRM Outlook Client and Web Client. One of the differences that … Continue reading →

Posted in Best Practice, CRM 2013, CRM Design, CRM On Premise, CRM Online, Customization, Microsoft CRM, Microsoft Dynamics CRM, MS CRM, Outlook Client | Tagged , , , | 2 Comments

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”

Posted on January 14, 2013 by Frank Lee

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

Posted on December 15, 2012 by Frank Lee

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 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

Posted on May 6, 2012 by Frank Lee

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”

Posted on December 18, 2011 by Frank Lee

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