MS Dynamics CRM 365 Sales Life Cycle (Diagram)

Hello all, As part of a training I had to give, I created a diagram explaining in simple terms(and without going deeper into all CRM functionalities) the Sales Life Cycle in Dynamics CRM, please find it below: Probably in the future I will create a video doing each step in a MS Dynamics CRM 365 … Continue reading MS Dynamics CRM 365 Sales Life Cycle (Diagram)

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Record image not showing in Global Search

Problem Just after installing the v9 update for our MS Dynamics CRM 365 instance, we started to notice that when using global search, the resulting case records where not showing the record image, instead, it was always showing the default entity image. Solution Problem resides in the fact that after installing new versions sometimes there … Continue reading Record image not showing in Global Search

Duplicate workflows appearing in advanced find – CRM 365

Today while trying to call an on demand a workflow in a custom plugin, I started to see that CRM was throwing an error similar to: "The workflow should be an on-demand workflow or child workflow" and the most frustrating thing was that this workflow was already set with that configuration(On Demand). Searching for the … Continue reading Duplicate workflows appearing in advanced find – CRM 365

Strange error on lookup CRM 365

As described in the title, today I had to fix a pretty strange error that was appearing on two Lookups whenever I tried to change their values in the form. Basically, after clicking on any of these two fields, CRM was throwing the next error: Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=6.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.Xml.XmlException: Microsoft Dynamics … Continue reading Strange error on lookup CRM 365

Plugin to restrict users to deactivate only their own records

As we know, MS Dynamics CRM Roles does not have a direct privilege to allow or restrict users to either Activate or Deactivate their own records. To do manage this, one of the easiest ways is to build a plugin to control this action. Find below a plugin to restrict users to deactivate only their … Continue reading Plugin to restrict users to deactivate only their own records