Dynamics 365: features, tips and tricks

  1. Editable Grids in Dynamics CRM

  2. Enhanced Business Rules in Dynamics 365 (Dynamics CRM)

  3.  LIst of Microsoft Dynamics CRM websites
  4.   Useful Dynamics 365 Resources
  5.  Ever wish for a way to embed tailored help content specific to your organisation directly into Dynamics 365? Now you can! It’s called Learning Path
  6.   TOP 20 new features of D365
  7. Hidden power of Dynamics 365 Portals

    > UPD – 14/11/2017 Goodbye Adxstudio, Hello Microsoft Dynamics Portals source code release, new features

    >> UPD 2:  GitHub project + Engineered Code Consulting Inc blog

  8. Concurrent business process flows in Dynamics 365
  9.  watch Microsoft’s new Dynamics 365 video modules on Partner Next.
  10. CRM and SharePoint – http://www.dynamicsobjects.com/
  11. Microsoft Dynamics 365 Documentation
  12.  Top 10 Dyn 365 Favorite tools
  13.  Using Microsoft Flow, users can easily create and automate workflows across multiple applications, in this case, Gmail & Dynamics 365. Once a flow is configured, it can be managed on desktop or mobile device and gives users an unprecedented ability to automate.
  14. Make the Business Process Flow fields to be required conditionally
  15.  Achieve Microsoft Dynamics readiness in 5 steps
  16. NOt only Dyn365 – Microsoft Flow part 1, 2, 3
  17.  Create a powerful Dynamics resume in 7 steps
  18.  Dynamics 365 Project Service Automation: Invoicing – Using Batch Jobs with Invoice Frequencies



Tools and add-ons for CRM 2016

  1.  Microsoft Dynamics CRM Personal Views Manager Utility
  2. Crm Service Impersonation: Shared Views Management
  3.  The CRM Deployment Wizard 
  4.  Convert FetchXML to SQL query

CRM 2013 – Tips and Tricks

1) Microsoft Dynamics CRM 2013 Navigation Changes (Love it or Hate it?)

Microsoft Dynamics CRM 2013 Navigation Changes

Love it or hate it, Microsoft have changed the user navigation interface in the latest version of Microsoft Dynamics CRM. In Microsoft Dynamics CRM 2011 users were able to quickly and easily navigate to different areas of CRM, as the entire menu (sitemap) was visible at all times. <…>

2) Show your dialog in CRM 2013 modal style


SDK: http://msdn.microsoft.com/en-us/library/jj602956.aspx#BKMK_OpenWebResource. I tried the code but I have got wrapped window.open method. After some investigations I found how CRM does it:

if (typeof Custom == "undefined") {
    Custom = {
        OpenDialog: function (webresource) {
            var $v_0 = new Mscrm.CrmDialog(Mscrm.CrmUri.create(webresource), window, 370, 370, null);
        __namespace: true

and usage is following:



Как ранее уже писал на http://social.microsoft.com/Forums/en-US/9286f985-4a50-42d2-9877-a0d7219dd695/create-custom-ui-similar-to-crm-2013-inline-lookup-window?forum=crmdevelopment#1abe0fc8-43fd-4927-b39e-c7dc312c2d80

Дополню что URL должен создаваться так:
Mscrm.CrmUri.create(String.format(“$webresource:{0}”, Name your WebResource)

и в Mscrm.CrmDialog(Mscrm.CrmUri.create(webresource), window, 370, 370, null) не обязательно передавать window там можно передать любой объект к которому добавится Opener и достать этот объект можно через var arg = getDialogArguments();

3)  PFE CRM Trace Tool

PFE CRM Trace Tool предназначен для удобного чтения файлов трассировки CRM 4.0, 2011 и 2013.

В зависимости от уровня, трассировка может предоставить очень подробную информацию о том, что делает CRM. Но к сожалению, в сыром виде она очень неудобна для чтения. Trace Tool поможет Вам с это проблемой, представив данные трассировки в удобном виде.


  • Скачайте PFE CRM Trace Tool;
  • Из меню File откройте файл журнала трассировки:
    • Ошибки будут выделены красным;
    • Предупреждения будут выделены желтым.
  • Другой функционал:
    • Щелкните правой кнопкой по ячейке, чтобы найти в логе информацию с такими же данными (например, с таким же идентификатором);
    • Экспорт некоторой конкретной информации;
    • В области деталей есть две вкладки, которые выводят на экран информация о Стеке вызовов и Сообщении.

4) Youtube – Microsoft Dynamics CRM 2013 User Experience Overview

5) From dicussion

Andrii Butenko

Dynamics CRM MVP/ Technical Evangelist

По повода миграции могу порекомендовать использовать SSIS Integration Toolkit. Уже не один раз пользовался этим тулом как для миграции данных из других CRM систем, так и для миграции Microsoft CRM -> Microsoft CRM. http://www.kingswaysoft.com/products/ssis-integration-toolkit-for-microsoft-dynamics-crm

Статьи, которые описывают использование – http://danielcai.blogspot.ru/search/label/SSIS%20Integration%20Toolkit

6) появились новые статьи об Бизнес Действиях (Экшенах).

   сейчас разбираемсся, экспериментируем. Могу сказать только одно, ранее прочитал несколько лживых статей, в том числе сбила столку одна фраза в СДК, что действие не может быть шагом правила. МОЖЕТ. и не только. Действие может вызываться напрямую внешними сервисами. А редактировать его могут дизайнеры. Фактически их можно использовать как коннекторы внешней шины, с настройкой в режиме синхронных бизнес правил. Также взломали систему пошаговых процессов, отображаемых на форме. Научились в бизнес процессах переключать отображаемые правила, и этапы. считывать текущий, выставлять другой по ситуации. Изменили дизайн отображаемых этапов. осталось побороть ограничение в 10 правил и 30 этапов.

7) Microsoft Dynamics CRM 2013 SDK New Features – Custom Actions

8)  There is a well known performance issue if your AsyncOperation table grows too large. Too check how many records you have in this table you can execute the following SQL statement.
SELECT Count(1) FROM AsyncOperation

Here is a Microsoft KB Article about the issue as well as some scripts to clear down the table (http://support.microsoft.com/kb/968520)

Randomly I have seen a performance issue previously which we couldn’t diagnose, in the end it turned out to be a flat battery on a RAID controller. Is your hardware up to date and healthy?

If you need any assistance in trying to identify the issue let me know and I’ll see what other suggestions I can come up with.

Dean.  http://www.flexrm.co.uk

9)  Adding Graphs to a Record Form

10) Microsoft Dynamics CRM 2013: 15 tips in 15 minutes or less– https://www.youtube.com/watch?v=kur5RXxi3L0

11)  CRM 2013 – Remote Debugging

5 Free Front End Performance Testing Tools

Source – Top 5 Free Front End Performance Testing Tools

Till the early 2000, web pages were mostly static and all the processing was done on the server side only. This architecture demanded that only the server side performance should be optimized in order to overcome the performance bottlenecks. With the advent of web 2.0, web applications became more dynamic and lots of processing on the client side became a necessity as well. This change in the architecture forced the performance engineers to revise their web application performance testing strategies and they started to realize the importance of web page front end performance testing as well. Client side performance bottlenecks are even more important as they have a greater impact on the user experience. According to a survey conducted by Yahoo, the web application overall performance can only be increased up to 10% by improving its backend performance up to 50% but by increasing its front end performance by 50%, the overall performance can be increased up to 40%.

Fortunately, measuring the web applications front end components performance is quite simple and you don’t need to purchase expensive performance testing tools or prepare large scale infrastructure for it. There are various free platforms available online which can provide you any specific web page architecture, their performance statistics and bottlenecks along with the recommendations as to how you can overcome these bottlenecks. Based on the feature list, the following 5 top web page performance testing tools have been selected:

Page Speed

Page Speed test service (launched by Google) is available as both an online service as well as Firefox and Google Chrome browsers plug-in. Page speed evaluates the web page performance in accordance with the set of front end performance optimization rules known as web performance best practices as defined by the researchers. Following are some of the distinct features of Page speed:

  • It provides the web page performance overall score based on the front end performance optimization rules.
  • Page speed provides complete detail of the time spent on web page’s different components i.e. Images, CSS and Java Script files etc.
  • It lists down all the web page’s bottlenecks along with their details as well as all the possible solutions in order to help the developers to quickly fix those issues.
  • Page speed also highlights all the good practices which are already followed by the developers to optimize the web page speed.
  • Page speed provides all the above mentioned information for mobile devices browsers as well.


Y-slow is a web page speed testing browser plug-in (launched by Yahoo) which is available for almost all the modern browsers except IE. Similar to page speed, Y-slow also checks the individual web pages performance against the set of web page performance rules. Following is the list of the distinct features of Y-slow:

  • It evaluates the page based on the 23 rules out of 34 rules which are measureable as researched by the Google Performance Team for front end performance optimization.
  • It grades the web page based on the set of web page performance optimization rules.
  • Y-slow provides the list of performance bottlenecks in web page along with their possible solutions.
  • It provides summarized information of the web page’s components performance.

Web Page Test

Web page test is a Google sponsored free online service which provides the web page complete performance details on a particular browser when it is accessed from a specific location. Following is the detailed list of web page test’s features:

  • It provides web page performance results for modern browsers on different internet connections (including mobile 3G connection) from different geographical locations.
  • Web page test also provides advanced test options like multistep transactions, video capturing and content blocking etc.
  • It provides results for iPhone and Android devices browsers as well along with the desktop browsers.
  • You can also compare different web pages performance results through web page test.
  • It also provides web page diagnostics information like waterfall charts and page speed optimization checks along with the performance optimization suggestions.
  • Web page test also provides the page statistics on first view and repeated view along with the details of server responses.


Pingdom is another powerful free online web pages performance analysis service which provides web page performance analysis from different geographical locations. Following is the list of the main features of Pingdom:

  • Pingdom provides page performance grades for all requests.
  • It provides complete details of download time of all the web page components like HTML, CSS, JavaScript files and images etc.
  • Pingdom also provides server responses of the page requests, page load time, size and the request analysis.
  • It also helps users to check the web page statistics from 3 different geographical locations like Amsterdam (Netherland), New York City (USA) and Dallas (USA).
  • You can also tweet and email your web page Pingdom results.

BrowserMob – Neustar

Neustar is another free online service (offered by BrowserMob) to test the web page performance from different geographical locations. Following is the list of Neustar’s features:

  • Neustar provides web page average load time, its total size and page requests information.
  • It provides web page statistics from 4 different geographical locations like California, Washington DC, Singapore and Dublin etc. in order to provide the web page global performance results.
  • Neustar also provides the details of each page component share in page load time.

Tools & add-ons for CRM 2011

1) Visual Ribbon Editor Tool for CRM 2011 makes editing the Ribbon

 1.1) CRM 2011: How to use Visual Ribbon Editor Tool?

2 ) Diagnostic tolls for CRM 2011 

3)  A Random Number Generator For Dynamics CRM 2011

3.1  Advanced CRM 2011 Auto Number – одно из самых продвинутых решений по автонумерации записей в CRM.

4) CRM WF Date/Time Utilities

5) XrmSvcToolkit небольшая JavaScript-библиотека, которая поможет Вам при написании запросов к веб-сервисами (SOAP и REST) CRM 2011.

6) CRM 2011 Workflow Utilities
Workflow Utilities – это набор кастомных шагов Бизнес-процессов, которые обеспечивают следующие возможности:
– Удаление либо основной записи (в отношении которой работает Бизнес-процесс), либо связанных записей (по связи 1:N);
– Рашаривание и снятие расшаривание записей либо для основной записи (в отношении которой работает Бизнес-процесс), либо для связанных записей (по связи 1:N);
– Создание ссылок на записи CRM (основной или связанных).  Гиперссылки могут быть вставлены в подсказках в Диалогах или в Электронную почту;
– Квалификация Интереса (в Организацию, Контакт и/или Возможную сделку);
– Массовая активация/деактивация записей.

7) CRM/xRM Data Model (Generator?)

8) Plugin Extraction Tool
Plugin Extraction Tool – простенька тулза позволяющая извлекать плагины из БД CRM.

9) Excel Data Model Addin
Excel Data Model Addin это аддон для Excel, который поможет Вам в настройке CRM.
Идея состоит в том, чтобы хранить всю информацию об объектах CRM на листе Excel и использовать этот лист в качестве источника для настройки CRM.

10) Fetch XML Execute Tool
Fetch XML Execute Tool этот инструмент, который позволяет выполнять любые FetchXML-запросы и выводит результаты.

11) Dynamics CRM 2011 – Change execution time of Recurring System Jobs   – http://crmjobeditor.codeplex.com/

12) Developers Toolkit

Developers Toolkit это набор инструментов встроенных (бесшовно) в Visual Studio 2010 предназначенных для быстрой разработки компонентов под CRM 2011.

13) Настройка Ленты: все контролы (RibbonAllControls)

14)Microsoft Dynamics CRM 2011 Instance Adapter

Very exciting news ! Microsoft launches a new tool to synchronize data between two Microsoft Dynamics CRM 2011 organizations.
Files to download :
Microsoft Dynamics CRM 2011 Instance Adapter Installation.pdf
Microsoft Dynamics CRM 2011 Instance Adapter.zip
Other links :
Microsoft Dynamics CRM 2011 Instance Adapter (Download Center)
The Microsoft Dynamics CRM Blog: The Microsoft Dynamics CRM 2011 Instance Adapter has released!
15) Formula Manager allows for the creation & execution of dynamic custom formulae within CRM 2011, enabling:- Dynamics CRM consultants to deliver solutions up to 10 times faster
– Reduced need for in depth coding (C#, Javascript, etc) by simply writing formulae
– Consultants to focus on adding business value instead of troubleshooting bugs
– Sales & project managers to commit to deadlines with confidenceWe have released a free community edition of Formula Manager that you can download now & use in production deployments at,http://www.north52.com/formulamanager.html
16) Business Intelligence for CRM 2011 data- Part I – PowerPivot

Business Intelligence for CRM 2011 data- Part II – PowerView

16.1)  PowerPivot & Microsoft Dynamics CRM 2011 – Part 2

17) XRM Speed Builder for Microsoft Dynamics CRMhttp://bit.ly/TZgtAV  (Dynamics XRM Application Speed Builder Now Supports Access and Relationships)

18) Asynchronous Batch Process Pattern

19) Debugging Workflow Custom Activities with Plugin Registration Tool

20)  tool for developer: http://www.sql2fetchxml.com — for those developers who knows SQL, but not familiar with FetchXML

21) if you need formula fields with Dynamics CRM we have a free & a paid add-in called “N52 Formula Manager” which allows you to
create formulas using an Excel style.
Website – www.north52.com
Training Videos

22) CRM 2011 QR Code

23) Sage integration with Dynamics

24) The XRM Documentation Tool https://www.facebook.com/thexrmdoc

This application allows you to generate Entity Relationship Diagram (ERD) and export Microsoft Dynamics CRM 2011 metadata using Microsoft Office Suite (Word, Excel and Visio). Link: http://sdrv.ms/10RJyne
It provides you with a flexibility to include/exclude metadata information, to arrange column order of your choice and better data retrieveal performance through ExecuteMultipleRequest.
It has been developed by Thuta Hlaing @ XRM Notebook, and is free to use.
   (Have you ever had the need to run a Microsoft Dynamics CRM 2011 Workflow for thousands of records? If so, here is a FREE tool that will help you do that in seconds!)

Notes for development in MS CRM 2011

1) IntelliSense for JavaScript (detail instruction in Russian)

2) JScript Editor Extensions (http://visualstudiogallery.msdn.microsoft.com/872d27ee-38c7-4a97-98dc-0d8a431cc2ed/)  для Visual Studio 2010.

3) IntelliSense также можно задейстовать и для редактирования файла Ленты (Ribbon)

4) Source

System Types

CRM 2011 позволяет работать с типами .Net Framework вместо того, чтобы использовать CRM-специфичные типы (вроде CrmNumber). Следующая таблица показывает сопоставление между типом атрибутов старой и новой версией CRM:

Attribute Type Microsoft Dynamics CRM 2011 Type Microsoft DynamicsCRM4.0 Type
Boolean bool or System.Boolean CrmBoolean
CalendarRules EntityCollection DynamicEntity[] or calendarrule[]
Customer EntityReference Customer
DateTime System.DateTime CrmDateTime
Decimal decimal or System.Decimal CrmDecimal
Double double or System.Double CrmFloat
Integer int or System.Integer CrmNumber
Internal System.Object
Not used in records.
Not used in records.
Lookup EntityReference Lookup
Memo string or System.String System.String
Money Money CrmMoney
Owner EntityReference Owner
PartyList EntityCollection or ActivityParty[] activityparty[] or DynamicEntity []
Picklist OptionSetValue Picklist
PrimaryKey System.Guid Key
String System.String System.String
State OptionSetValue or enumeration generated for the entity state EntityNameStateInfo
Status OptionSetValue orint Status
Uniqueidentifier System.Guid UniqueIdentifier
Virtual System.Object
Not used in records.
Not used in records.

5) Как включить трассировку : http://support.microsoft.com/kb/907490/en-us

6) Debug page
Debug page – это ASPX-страница, которая имеется в каждой CRM-среде и которая содержит базовую информацию в Вашем CRM развертывании.
Найти ее можете по адресу:1 http://ServerName:Port/OrgName/home/home_debug.aspx
В результате Вы получите информацию о DataSource, версиях компонентов, OrganizationID, и т.д.

7) hide show tab &  section on ms crm 2011

hide a tab
var tabs = Xrm.Page.ui.tabs.get();
where n  is the index value of the tab, starts from 0
and boolean is true or falsehide a section
var sections = Xrm.Page.ui.tabs.get(n).sections.get();
where n  is the index value of the tab, starts from 0
m  is the index value of the section in the tab, starts from 0
and boolean is true or false
 enable/disable a filed in ms crm 2011

Xrm.Page.ui.controls.get(“<attribute_name>”).setDisabled(true);//will disable the field
Xrm.Page.ui.controls.get(“<attribute_name>”).setDisabled(false);// will enable the field

8) CRM 2011 – Quick tip – Javascript to stop a form saving
by Hosk
This is probably something you will need to do at some point. You want to validate a page and if it doesn’t fit certain criteria then the form should not be saved until the user has met your criteria.
To stop the save event in Javascript all you need is this
event.returnValue = false;
Tanguy the CRM tool guy (and CRM MVP) put something very interesting in the comments but I thought I would promote it to this very small blog post
The new method in CRM 2011 is the following one:
preventDefault : Cancels the save operation, but all remaining handlers for the event will still be executed.
9)  case resolution form can not be customized in ms crm 2011

10) Is there any supported way to hide/disable left navigation bar on some condition in MS CRM 2011?
        11.1) Exclude weekends from workflow
           The Workflow Manipulation library on codeplex will deal with this just as you describe. If you keep your office opening times up to date with public holidays etc, it will factor those in too.
16 SSRS reports on crm 2011 dashboard
18) What is inside a CRM 2011 Solution file anyway? (CRM 2011 Solution Exposed)
Dynamics CRM 2011 introduced us to Solutions, which are self-contained packages of components, customize CRM 2011 to add specific features and/or entities.
20) Report of who an account is shared with
We are doing major restructuring of our accounts and have a lot of sharing of accounts and other entities. Can anyone suggest how we can produce a report that shows by account everyone the account is shared with? If I could find a technical reference regarding how this is stored in the system it would be great!
Mike Feingold • Look in the PrincipalObjectAccess view. This is where CRM stores data about record sharing.
22) Async Operation failed  (by Rami Heleg)
Async Operation failed and I want to get the reason.
Run this SQL and read the messageUSE ORG_MSCRM
SELECT createdon,message,PrimaryEntityType,Name,Depth FROM AsyncoperationBase
WHERE statecode = 3 AND statuscode = 31 AND Deletionstatecode = 0
ORDER BY createdon DESC
28) Programmatically Sharing a Record in CRM 2011 
how to share a record programmatically To share a record we need to use these namespaces using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Client; using Microsoft.Crm.Sdk.Messages;
44) Filter lookup programatically using javascript on CRM formhttp://crmdynamicblog.blogspot.com/2012/05/filter-lookup-programarically-using.html
49) support/unsupport – table with lists
57) New Users Problem in CRM 2011 we are shifting to CRM 2011 hosted on premise, I am currently creating new user profiles to all workers, and assigning them their security roles.
we have noticed that the new users are unable to edit/create records, although previous users with the same security role and under same team are able to do the work just fine.
all users have Read/Write Access Mode and Full License Mode.
Any ideas what might be the problem? do you think it is a CRM issue or SQL issue when creating the user login?
>>>  Problem solved !
First of all,  i was using Based Authentication, and the problem was not in my Active directory.
Turns out it was a simple feature in the security role (Daaa!)
under the Core Records Tab, i had to check the User Entity UI Settings 🙂
It took me almost three days to finally realize the mistake 🙂
         1) as far as I am aware, you cannot directly manipulate forms via the CRM SDK.What you could do, however, is use the SDK to export the solution, unpackage it using the SolutionPackager.exe file (included with the SDK), and then add an attribute to the appropriate form xml file (depending upon which form you want to edit).Then you can use SolutionPackager.exe to package up all of the components again and then import that using the SDK.Its a bit long winded, but it works – I have had to do this before.
      2)You can reference this SDK section: http://msdn.microsoft.com/en-us/library/gg334527.aspx
for the XML schemas.You can retrieve the actual XML with the following code that queries the systemform entity . Once you’ve got it, you will have to parse it out and add elements as required based on the schema. Then update the systemform using the updated string and publish.You can look through the source code of this project to see it done: http://xrmspeedy.codeplex.com/QueryExpression query = new QueryExpression
EntityName = “systemform”,
ColumnSet = new ColumnSet(“formxml”)
};ConditionExpression expression1 = new ConditionExpression(“type”, ConditionOperator.Equal, 2);
ConditionExpression expression2 = new ConditionExpression(“objecttypecode”, ConditionOperator.Equal, 1); // 1 = Accountquery.Criteria.AddCondition(expression1);
query.Criteria.AddCondition(expression2);RetrieveMultipleRequest rmRequest = new RetrieveMultipleRequest { Query = query };

var rmResponse = (RetrieveMultipleResponse)service.Execute(rmRequest);
string formXml = rmResponse.EntityCollection.Entities.FirstOrDefault().Attributes[“formxml”].ToString();


63. CRM 2011 – Find “Unused” Custom Fields via SQL

>>Another way to identify the unused fields would be to leverage the Metadata Document Generator found in the free XrmToolbox solution on CodePlex. Here’s a blog post I wrote that includes this step: http://niiranen.eu/crm/2014/03/spring-cleaning-dynamics-crm/

64.   how can i query maximum size limit of attachment from crm – as we go to system setting — in email tab thier is file size limit i want to make query using code in plugin.

A>> You can use the Organization.MaxUploadFileSize property since you don’t have access to the database; which would be:

SELECT TOP 1000 [Id]
FROM [MSCRM_CONFIG].[dbo].[ServerSettingsProperties] NOLOCK
where ColumnName like ‘ImportMaxAllowedFileSizeInMB’

65)  Scheduling Recurring Workflows in Microsoft Dynamics CRM 2011 Online and On-Premise

Linkedin arcticle

CRM 2011 On-Premise latency tool

from  EMEA Dynamics CRM Support 

Within CRM 2011 Update Rollup 4 a new diagnostics page is now available.

This tool will help you identify and compare the user experiences across your branch offices in regards to the CRM Server.

The tool is available upon the installation of the “CRM Server Update Rollup 4” via the below URL

After hitting the “Run” button, several tests are performed and an output log will display with all the relevant information.

Update Rollup 4 for Microsoft Dynamics CRM 2011 is available via http://support.microsoft.com/kb/2556167

Microsoft CRM 2011 Update Rollup overview

CRM 2011 Online latency tool


Previous Older Entries