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If you’ve spent any time developing with the CRM mobile app, you know how frustrating it can be when trying to track down bugs. It’s one thing if the browser version of CRM is having the same issues, but adding Xrm.Utility.alertDialog calls will only get you so far.

A while back I had set up a Hyper-V virtual machine, but it had been a while since I've needed to use it again. The time came again recently as I needed a VM to do some OS-specific testing. I got everything set up and started my VM, but was given an error message that said "Virtual machine [name] could not be started because hypervisor is not running." I was a little surprised to see it, since I could see that I had created a VM in the past - however, I remembered a change related to Hyper-V that I had made recently.

Have you given your independent sales reps CRM licenses so they can access CRM directly, rather than going through the Portal? Do you want them to have visibility only to the accounts, opportunities and leads that they are personally working? 

The following steps will help you achieve this via the use of Access Teams:

JavaScript Object Notation (JSON) support and a long-awaited feature of SQL Server has been added to the 2016 version, which will allow you to exchange JSON data between applications and SQL Server, parse JSON formatted data so it can be stored in a relational format and convert relational data into JSON formatted data. 

If you've been using the class "CrmConnection" in the Microsoft.Xrm.Client assembly, starting with the CRM 2016 (and subsequent) SDK versions (version 8.x), it's no longer available. Instead, you'll need to connect using the CrmServiceClient class which is found in the Microsoft.Xrm.Tooling.Connector assembly. You can view the details here.

Do you have detailed products set up in CRM, yet want to get quantities and estimated revenue added early and easily to new opportunities, even before you know the product details?

After upgrading from CRM 2016 to Dynamics 365, we noticed that the Notes control on a form for one of our custom entities was no longer working properly. It would display, but there was no longer any way to add notes to the record:

When it should be displaying like this:

Sometimes you run into an error message that can mean any one of several things has gone wrong, and there's no real way to know what is the true solution. The error "Managed Metadata Service or Connection is currently not available" in SharePoint is one of those error messages.

Whether you’re a user that just wants to share a view with someone or you’re an administrator/manager that would like to create and distribute personalized views, sharing personal views is a very common thing, so it’s surprising that CRM for Tablets does not support it. Shared views that a user does not own do not display in the mobile app. Even worse, if the user has access to a dashboard that contains personal views, they’ll receive a generic error:

While working in Dynamics CRM, I needed to add several options to a few different optionsets on the Lead entity. Adding the options isn’t difficult, but can be tedious and repetitive, so I didn’t want to do it manually. I decided to leveraged the CRM SDK and used a LINQPad query to populate the optionset as shown in Figure 1.