Dynamics Blog

Welcome to the Dynamics Blog hosted by the professionals at Armanino. This blog is about anything that may be helpful to others regarding Microsoft Dynamics' software. The topics can be anything from Microsoft Dynamics GP, AX, CRM, SharePoint, MAS 90/200, .NET development, accounting, compliance and more.

Monday, February 8, 2016

Dynamics CRM Custom Entity Options

When we create Dynamics CRM custom entities, there are a number of options which are enabled by default. Most users do not realize the impact of these options on the overall CRM system. The purpose of this post is to shed further light upon some of these options so you can make better decisions about when …

Thursday, January 14, 2016

Dynamics CRM 2011 Custom Filtered Lookup Display Error

The ability to apply custom filters to lookup fields has long been desirable. The Dynamics CRM 2013 SDK simplified the process by surfacing several methods and events (most notably addCustomFilter and addPreSearch) for lookup controls. There are many examples available elsewhere demonstrating how to use these in CRM 2013 and 2015, so I will not …

Tuesday, October 20, 2015

Dynamics CRM Workflow Fires Twice Fix

The Armanino Microsoft CRM team’s best practices dictate multiple environments for any Microsoft CRM deployment (at a minimum, DEVelopment and PRODuction, but preferably also a third TEST environment). When customizations and CRM configurations pass muster in the DEV environment, they are then copied/moved via [generally Unmanaged] Solutions to the TEST or PROD environment. Recently, I …

Thursday, August 13, 2015

CRM Advanced Find with Multiple Conditions for Child Records

The next installment of Tales from the Trenches for Microsoft Dynamics covers CRM Advanced Find with multiple conditions for child records. Have you ever needed to search on Entity line items with multiple conditions for the child record? Although it is not obvious, you can set up your CRM Advanced Find query to search downward to …

Tuesday, May 26, 2015

Dynamics CRM Troubleshooting Errors with Customizations or Using Advanced Find

Take a peek at this Dynamics CRM troubleshooting in the latest Tales from the Trenches installment. We recently encountered an unexpected error when attempting to view the Customizations list (via Settings | Customizations | Customizations) in a CRM 2011 On-Premises instance. Rather than seeing the list of all components within the Default solution, we were presented with …

Monday, April 27, 2015

Update Rollup 3 for Dynamics CRM 2013 Service Pack 1 is now available!

On April 16, 2015, Microsoft released Update Rollup* 3 for Dynamics CRM 2013 Service Pack 1. The shortcut name is SP1 UR3; however, it might be easier to refer to this (and future updates) by their Build number, which in this case is 06.01.0003.0119. On-Premises customers can download SP1 from this page. A complete list of …

Friday, April 10, 2015

Dynamics CRM Error Message Troubleshooting

In this post in Tales from the Trenches, I will cover some common Dynamics CRM error message troubleshooting. This post describes the error message dialogs and how to either troubleshoot the error or gather enough information to help expedite a fix. The Error Report dialog: If you work in CRM for any amount of time, you will see …

Wednesday, March 25, 2015

Dynamics CRM User Record Enabled in Production / Disabled in Sandbox

Our team recently encountered an odd issue with a user record for one of our clients. This Dynamics CRM user record was enabled in their CRM Online Production instance, but disabled in their Sandbox instances. This client’s users are managed via Office 365 and synced with Active Directory.  So why would the user be disabled …

Thursday, February 12, 2015

Dynamics CRM 2013 Service Pack 1 Update Rollup 2 is now available!

On January 28, 2015, we received notification that Microsoft had released Update Rollup 2 (UR2) for Service Pack 1 (SP1) for Dynamics CRM 2013. However, the files were not officially available for On-Premises customers to download until February 6th. They are now available at this page for the Dynamics CRM 2013 Service Pack 1 Update Rollup …

Tuesday, January 6, 2015

Dynamics CRM Online Troubleshooting: Stalled Provisioning

Have you ever tried to set up a CRM Online Trial instance and it gets stuck during the set-up process? Does it display the message “configuration” for days on end, with no visible progress? Rather than spending time on the phone with Microsoft in the hopes of reaching a technician who knows this shortcut, just …

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