Month: December 2014

Disabling Navigation Tour in CRM 2015

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In CRM 2013 you see Navigation Tour popup everytime you log on to CRM unless you select “Don’t show me this again”

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The only problem is this popup still appears if you access CRM on any other machine or in InPrivate browsing the popup appears again.

GOOD NEWS!!!

Navigation Tour can be disabled at System level by performing steps below –

1. Go to Settings -> Administration -> System Settings

2. Scroll to the bottom of General tab

3. Change the value of “Set whether users see navigation tour” to NO

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On Hold Case Status – Pause SLA calculation in CRM 2015

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SLA feature was introduced in CRM 2013 but, CRM 2015 has introduced an interesting feature to pause SLA calculation for specific On Hold statuses. This essentially ensures that SLA calculation gets stopped. This can be achieved by

1. Going to to Settings -> Administration

2. System Settings -> Service Tab

3. Select valid On Hold Case Statuses to pause SLA calculation.

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Note – Available Values automatically populate the status reasons added for On Hold status.

Could not publish report ‘Neglected Cases’ when installing reporting services extension for CRM 2015

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I got this error while installing CRM 2015 reporting services after successfully installing Dynamics CRM 2015. Trick here is to delete the existing Encrypted Content for SQL SSRS Reporting Services. To achieve this –

1. Open Reporting Services Configuration Mangaer

2. Go to Encryption Keys and click on Delete under “Delete Encrypted Content” section –

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Trigger plugin for N:N relationships in Dynamics CRM

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Yesterday I was working on a requirement to trigger a plugin for N:N relationship. The idea is as soon as a record on N:N subgrid is added, trigger the plugin. Follow steps below for this –

1. Create a PreUpdate plugin on the entity

2. Check Message Name in from the PluginExecutionContext. Use Associate if checking for addition of a record in N:N or Disassociate for deletion of record in N:N

3. Validate Context depth is 1, this is to avoid recursive / infinite loops

4. Use “Relationship” input parameter to get current entity

5. Use Relation Entity schema name to get related entity record. This can be found by opening the respective N:N relationship.

6. Ensure the Plugin is registered with following values –

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Code snippet below –

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Hope it helps..

CRM 2013/2015 Language Packs

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Great article on Technet on how to install Language Packs –

http://technet.microsoft.com/en-us/library/hh699736(v=crm.6).aspx

Key here is that Language packs are installed at the server level. But, a System Admin can decide which Languages are available on an organization hosted on that server by –

  1. Start the Microsoft Dynamics CRM web application
  2. Verify that you have either Full or Administrator privileges on Microsoft Dynamics CRM
  3. Start Microsoft Dynamics CRM, and go to Settings > Administration > Languages.
  4. The Language Settings dialog box opens

    In it, are listed each Language Pack installed in your Microsoft Dynamics CRM deployment, with a check box to the left of each listed Language Pack.

  5. For each Language Pack that you want to provision (enable), select the check box next to it. For each Language Pack that you want to unprovision (disable), clear the check box
  6. Click or tap Apply. Click or tap OK on any confirmation dialog boxes that open.