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 …

Monday, October 26, 2015

Dynamics CRM 2015 Update 1 Form Load Issues Solved

The Armanino team uses an AutoNumber solution for many of our Microsoft Dynamics CRM customers, and it has saved many hours of wheel-reinvention. However, we recently encountered a problem in Dynamics CRM 2015 when trying to create a new AutoNumber record for a customer. After clicking the NEW button, we would see the progress loop …

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 …

Tuesday, May 5, 2015

Dynamics CRM On-Premises “Pre-Login Handshake” Installation Error

Recently, we encountered a roadblock when doing a fresh install of Dynamics CRM On-Premises (2015). Everything looked good until the point when the installation process attempted to create the configuration database (MSCRM_CONFIG). The progress bar stopped, and after two minutes this error appeared: System.Exception: Action Microsoft.Crm.Setup.Server.InstallConfigDatabaseAction failed. —> System.Data.SqlClient.SqlException: Connection Timeout Expired. The timeout period …

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 …

Monday, March 9, 2015

Running Workflows in Dynamics CRM 2013

This post from Tales from the Trenches covers running workflows in Dynamics CRM. Recently, I encountered a situation in which I needed to use a workflow to update over 45,000 existing records in CRM 2013. As you may know, it is possible to execute workflows manually – if they have been configured to run on-demand – …

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