Dynamics CRM 9.0 : Multi Choice field

Dynamics CRM 9.0 is here and finally we got a very useful feature we as consultants and ISVs have always wanted to have.

A new type of field has been added which allows now users to have a multi selection optionset as you can see in the following screenshot. It can either be local or global just like ordinary Optionsets.

Note: getting the field value using javascript getAttribute method will return values separated by comma (ex: 1000001,1000002,1000003)

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“There is no active transaction. This error is usually caused by custom plug-ins that ignore errors from service calls and continue processing” Error

“There is no active transaction. This error is usually caused by custom plug-ins that ignore errors from service calls and continue processing” is a frequent error generated while attempting to create a new record (Account or Contact in most cases).

This is a bug that you can fix by deactivating the “ActivityFeeds plugin” regarding the entity that generated the error.

First navigate to Customizations then open Sdk Message Processing Steps, select the right plugin and click deactivate

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plugin-error

 

The example given here is the Contact entity. You can follow the same process if you have a similar issue with other entities.

 

 

 

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Enable Access Auditing To Measure Your CRM Usage

One of the key success factors of implementing a new CRM is a high user adoption rate. Otherwise, the CRM strategy and implementation may be considered as a failutre.

When administrating Dynamics CRM, you may want to measure the usage and user connection frequency. First of what you need to configure is enabling audit. Afterwards you can analyze audit logs and take the right decisions to make the CRM meet better business and users expectations (check this post for more details Easily Export Audit Logs).

To enable user access navigate to Settings==>Auditing==>Global Audit Settings and check Start Auditing and Audit user access boxes.

start auditing

 

You can immediately check what’s changed in Settings==>Auditing==>Audit Summary View

auditsummaryview

 

Note:Audit logs are divided into 3 months partitions, you can check logs in Settings==>Auditing==>Audit Log Management

 

 

 

 

 

 

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Add New Languages To Your CRM

Dynamics CRM has a native amazing capability which allows every single user to use the application in his preferred language by changing personal options.

But first the available languages are just languages added to support by CRM administrator. To add new languages you should go to Settings==>Administration==>Languages then select one or many languages you want to make available for users and click Apply to enable it.

languages

 

language choice

Few minutes later, you can change your user language preference by clicking on Options in the navigation bar.

user options

 

Click now on the last tab “Languages” and choose another language among the languages you previously enabled. Refresh the home page and check the language change!!

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CRM 2016 : Postal Address Autocomplete

This is one of the most amazing and helpful new capabilities of this latest Dynamics CRM version. Finding and entering an address has never been simpler.

Suppose you’re looking for this address “10 Washington Street – NY City

Let’s Start by entering the first line

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Moving next generates a popup with the found places

foundplaces

 

I have choosen the address I’m looking for which is the first one and the CRM filled in all the address fields.

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Helpful isn’t it ?

 

 

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