Category Archives: Dynamics CRM 2015

Adding Timer Control to Lead Entity in Dynamics CRM 2013 Spring release

Introduction: A new concept of timer control has been introduced in CRM 2013 SP1 which can be used against date fields on customizable OOB entities or custom entities. This timer control has been designed to help users notice the nearing SLA or resolution times. For example, if your organization has certain process to be followed… Read More »

Dynamics CRM Online Sandbox Administration

Introduction: With Dynamics CRM 2013, Sandbox instance was introduced. The Sandbox instance is available for free subscriptions that have 25 users or more. I got access to a Sandbox Instance only recently. Here in this article I would like to walk you through all the features that are now available with a Sandbox Instance. Where… Read More »

Custom State Model Transitions in Spring Release for Dynamics CRM 2013

There is a completely new and useful feature of Status Reason Transitions introduced in the Spring Release for Dynamics CRM 2013 Leo. This blog would walk you through the brief explanation of Custom State Model Transitions and how to implement them in CRM using real life example. This feature is only applicable to Case (Incident)… Read More »

Queue Enhancements in Microsoft Dynamics CRM ‘LEO’ release – Part 2

Further to our earlier blog in which talked about Public/Private Queues in brief with some UI changes in them, this blog will walk you through the features such as how to route queued Item, how to Assign, Pick, and Release features of Queue and important points to be taken note of. Read more: Queue Enhancements in… Read More »

Queue Enhancements in Microsoft Dynamics CRM ‘LEO’ release – Part 1

In Dynamics CRM 2013 ‘LEO’ release Queues are further enhanced to now support Public and Private Queues. Through this blog post we will review the enhanced feature of Queue in general. Introduction of Private Queue would help user’s focus on their cases and resolve at better rate. Only those users who are members of a… Read More »

Routing Rules to Automate Case Routing in Dynamics CRM 2013

In the earlier versions of Dynamics CRM we had the option of setting routing through the entity settings shown below: The entity could only be routed to default queue of the owner of the record when record is created or assigned. For any other conditional routing, custom development was the way to go. Now with… Read More »

Case Enhancements in Dynamics CRM 2013 ‘LEO’ release

Finally, the most awaited Spring ‘14/SP1 update has been rolled out. It has brought along with it many new features and changes. The majority of the changes were observed in the Service Module. Here we talk about the 2 new features introduced in Cases: 1. Parent-Child Case 2. Merge Case Parent-Child Case: This could be… Read More »

Spring Release – Dynamics CRM 2013 SP1 Codenamed ‘Leo’ Out Now!

Introduction: The much talked about Spring Release is now slowly being released across various geo for CRM Online. Let us take a look at what this release has to offer. Leo updates are optional, i.e. after your CRM program and db has been upgraded to version 6.1.x you are now on the latest CRM release.… Read More »

Schema Validation error while importing Solution

  Recently we came across with the issue while importing a solution from our dev environment to another test environment. So we thought of sharing this with everyone so that others do not face the same problem.   Issue: While importing a solution we received “Schema Validation Failed” and it said “The ‘label’ attribute is… Read More »

Asynchronous Solution Import

Introduction: Often you must have noticed that importing solution often slows down CRM to the extent that it is almost unusable for the period during which the Import action is being processed. To improve performance, a new request has been introduced in CRM 2013 which supports to importing solutions asynchronously. This is however available only… Read More »