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Archive for Category: CRM 2016

CRM 2016

Resolving an Error when Editing Calculated Fields

In this blog we cover an error that you may receive when trying to make changes to a calculated field that affects CRM 2016 on-premises environments.

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CRM 2016

Using an OnKeyPress Event to Dynamically Load Values from Global Option Sets

Ever wish you could dynamically set the available values of a field to reflect picklist values? Sure, there are ways of filtering out unwanted options based on some filter criteria, but if you're dealing with data constraints that are constantly changing (ex: the brands of cars sold by a merchant at a particular location) it […]

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CRM 101

Using the Ribbon Workbench in CRM 2016

The CRM 2016 Ribbon Workbench is a very helpful tool to create custom buttons and actions - learn more about it in today's blog.

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CRM 2016

Managing Your Data Performance in Dynamics 365

Today we are going to see how to analyze and improve the query performance of your Dynamics 365 using the new Data Performance feature which is available for Dynamics 365(8.2) and CRM 2016 (8.0, 8.1) versions.

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CRM Document Template
CRM 2016

Utilizing Dynamics CRM Document Templates through the Outlook Client

In Microsoft Dynamics CRM 2016, an awesome new feature has been introduced. It gives you the ability to create Microsoft Word and Microsoft Excel templates to easily get data out of CRM and into useful reports and spreadsheets. The best thing about the new feature, CRM Document Templates, is that it eliminates clicks when generating reports. Even […]

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CRM 2016

Dynamics CRM 2016: How to Easily Generate Excel Templates

The ability to quickly generate Excel spreadsheets is an exciting new feature included with Dynamics CRM 2016. The feature allows you to create Excel templates tailored to display dynamic data on demand, and in today's blog, we will show you how easy it is to quickly generate excel templates in CRM! Let's begin! There are […]

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CRM 2016

The CRM Book Readers Rejoice: CRM 2016 Content is Now Available!

For those of you who use our free, online resource, The CRM Book, prepare to get excited! The CRM Book has been updated to now include Dynamics CRM 2016 content. The content of the book covers topics ranging from the basics of using Dynamics CRM to the more advanced topics of administering and extending CRM. […]

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CRM 2016

Bust a Move with Data Migration in CRM 2016

The January update for Microsoft Dynamics CRM 2016 has so much to offer! The update introduced cool new features to make a developer's life a lit bit easier. Features include Data Loader, one click document generator, the ability to hide and show sub grids, and many more. In an earlier blog, we showed you how […]

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CRM 2016

Let’s Dive Deeper: One Click Document Generation in CRM 2016

In one of our previous blog posts, we offered up an excellent example of how to generate consistently formatted one click Microsoft Word documents. In today's blog, we are going to dive even deeper into that post and show you how to add and format a table in the document to have automatically repeating rows […]

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CRM 2016

CRM 2016 Preview Feature: Data Migration with the Data Loader Service

In today's blog, we'll be giving you a brief overview of the Data Loader feature, which is a Microsoft Dynamics CRM 2016 Preview Feature available only to North American-based Dynamics CRM Online organizations. So without further ado, let's begin! Let's walk through the steps needed for a data migration using the Data Loader. Since it […]

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The New CRM 2016 Web API is Here and It’s Better Than Ever!
CRM 2016

The New CRM 2016 Web API is Here and It’s Better Than Ever!

One of the biggest updates for developers in CRM 2016 is the new REST Web API endpoint. This is a promotion of the preview item that was available for CRM 2015 Update 1 (online only) customers to an officially supported feature. The new endpoint is being positioned to eventually replace the current SOAP and REST-based […]

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Web API and Autocomplete
CRM 2016

Double Down with CRM 2016: Introducing Two New Features - Web API and Autocomplete

Microsoft Dynamics CRM 2016 introduced two new CRM client-side API additions: Web API and Autocomplete. In today's blog, we will go over both of these new features and show you how they can be used. Let's get started! Web API The Web API is replacing the Organization Service. It implements OData v4, which allows the […]

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