Category Archives: Customization

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

Posted on August 19, 2014 by

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 , | Leave a comment

CRM 2013 Dashboard Design Difference for Outlook Client and Web Client

Posted on April 24, 2014 by

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 , , , | Leave a comment

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

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

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

Posted on May 6, 2012 by

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

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

Posted on May 18, 2011 by

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