CRM365: Developer Toolkit Error “Set connectionId threw an exception” since Update

Noticed today that when i attempt to access the CRM Explorer i get the following error “Set connectionId threw an exception” It seems that the latest version of the developer toolkit does not play nicely if you have reporting extensions adding on the machine. Unfortunately i had to uninstall reporting extensions to get the toolkit […]

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Updating Dynamics 365 Portal Theme/Layout using CSS

Updating the style and look of your portal has never been easier. As the portal makes use of the Bootstrap framework we can make use of this and use existing bootstrap theme generators for a quick refresh to your portal. After you have experimented with the generator you will be able to download the custom bootstrap file, […]

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Field Service Error: ‘msdyn_agreement’ entity doesn’t contain attribute with Name = ‘transactioncurrencyid’

When synchronising a Field One instance today, the following error was found. RescoSoapException: Server Error: Code.Value=s:Sender| Reason.Text=’msdyn_agreement’ entity doesn’t contain attribute with Name = ‘transactioncurrencyid’.| Detail.OrganizationServiceFault.ErrorCode=-2147217149 It looks like the application was expecting a currency field on “Agreements” Entity. This error was resolved by temporarily adding a dummy currency field to the Agreements entity and […]

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CRM365: The mailbox location could not be determined Error

The error “The mailbox could not be determined” error usually means that the auto discover isn’t doing its job correctly. This means that the user will have to turn off this feature and input the Exchange URL in manually. HOWEVER…. By design, MS have disabled the auto discover fields on the Email Server Profile form. […]

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CRM2013: Get Business Process Flow and Stage GUID’s in SQL

Currently have a requirement from a client where they require a lead to be defaulted with the correct business process flow and stage based on where the lead was generated (through their web portal) The information is stored in the FilteredProcessStage view in the organisations database. The query below will output the process and its stages […]

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CRM2013: Getting current form name via JavaScript

Today i had to write a function that worked on a particular form at a current stage within a business process flow. The snippet below shows how you can retrieve the name of the current form. function getCurrentFormName() {     var formName = Xrm.Page.ui.formSelector.getCurrentItem().getLabel();     if (formName == ‘Lead Referrer Form’) {     […]

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SSRS: How to lookup up record from a different dataset

As customer requirements in regards to reporting become more and more complex, you need to make sure you are aware of the Lookup and LookupSet Lookup / LookupSet allows the report to retrieve an item or a set of data from another dataset in the report, it is very simple to use and I wouldn’t […]

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CRM2015: Qualifying lead without creating an Opportunity

A requirement has popped up from a client in which they would like to qualify a lead but not create an opportunity. This was easier before CRM 2013 as it used to have the Qualify Lead Dialog in which a user to control which records are to be created. The QualifyLeadRequest Class can help us […]

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CRM2013: Enabling SSL without HTTPs for Data Encryption

Had an issue with a clients system today in which we had upgraded to CRM 2013 system and now it was requiring data encryption to be enabled to run the workflows. Being a development system, there was no interest in making the system work over https. However the data Encryption page will not open unless it is […]

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