I recently got a requirement from one of our clients where every time they close an opportunity  as LOST  they wanted to send an email through a workflow and include the description of why the opportunity was lost.  See below where we are closing an opportunity as LOST .       Now, when we…

Till now we did not have any inbuilt supported way of exporting the duplicate detection rules from one CRM organization to another in same or different deployment.   Now, with latest release of CRM 2013 SDK Microsoft has provided a tool to achieve this and by which we will be able to export and import the…

What is SOAP UI? SOAPUI tool is a third party tool. It is a quick simple tool to allow you to start testing your SOAP calls with very little effort. I have seen our Microsoft Dynamics CRM users using this a lot and recently I worked with one of my partners where he was using…

As a continuation of one of the unique issues on CRM Reports which I have described in one of my old blogs http://blogs.msdn.com/b/arpita/archive/2012/07/21/microsoft-dynamics-crm-2011-unable-to-run-any-reports-due-to-missing-security-role-in-default-organization.aspx, I was surprised to see another cause of this issue which pops up with exactly same error message.   If you see fiddler traces it fails exactly on these page WebResource.axd, ScriptResource.axd, Reserved.ReportViewerWebControl.axd…

In this article, I am covering the issues and scenarios we face with Dynamics CRM functionality when an older version of Outlook is un-installed and a user upgrades or installs newer version of outlook again in same machine.  As we all know CRM for outlook client is widely used by CRM users which gives them…

I see there is lot of confusion around a question if CRM 2013 work with existing CRM 2011 outlook client? Do we have to uninstall CRM 2011 outlook client completely to make things work and install CRM 2013 outlook client?   The answer is yes, Microsoft Dynamics CRM 2013 instance can be used on Microsoft…

StringMapBase table in CRM database is one of the most interesting table I recently came across when I faced an issue while publishing any kind of customization in my CRM environment. So, finally I decided to shed some light on this table and how we can fix one peculiar issue related this table . This…

  -Log in to SQL Server where we have CRM databases <org>_MSCRM and MSCRM_CONFIG. We have 4 different tables from where we will have to fetch the user entries.   -SystemUserBase, -SystemUserOrganizations, -SystemUser and then -Organization   Refer to the following diagram which will help you understand how different tables are related for a specific…

This blog talks about an issue we face while running out of the box or custom reports from Microsoft Dynamics CRM 2011. We will observe that few users in CRM organization are able to run the report. Few other users would suddenly start getting script errors and unable to run any reports from CRM. In this scenario we…

Recently, we came across an interesting issue where in without changing anything in CRM server or ADFS server , authentication starts failing for all users . Every time when we try to access CRM external URL or CRM internal URL we  get prompted continuously for URL https://<auth.domain.com>. Once we enter our credentials we receive following…