Upload large files for Data import or Customization files.

1. Unable to import large xml files for data import. When you run into a case where you want to update say 20000 accounts or more.
2. Sometimes  your Solution files become quite large when you are having too much fun with CRM.

Follow these instructions and you can upload files for data import or large customization files.

1. https://support.microsoft.com/en-us/kb/918609

2. Increase the size of the file in System Settings under email tab to size you need. Be aware that they will affect performance of the system when allowing such large file uploads.

3. Steps 1 & 2 gets  to the 80%solution. In order for you to get this to 100%, there is one more step.  For on premise environment is by running the following update query against MSCRM_CONFIG database. Set the max size to 32MB.

UPDATE ServerSettingsProperties

SET IntColumn =32

where columnname=‘ImportMaxAllowedFileSizeInMB’

Happy CRM’ing


CRM 2015 – Enhancements in creating business rules

Enhancements in creating business rules

In the initial release of business rules, you could only evaluate whether all conditions in a rule were true. In the upcoming release, you can use multiple logical expressions, with combined OR and AND operators, to define a more complex and rich business logic. With added support of the If-Else operators, creating branching logic is a simpler task. The business process flow branching capability is built on the new If-Else logic.

In addition, we will provide a capability to evaluate the business rules on the server. When you set the scope of the business rule at an entity level, the rule is evaluated on the server. In the previous release, we provided a simple declarative interface for you to apply form logic without writing JavaScript code. But, the rule logic was only evaluated in the clients that supported business rules, such as the CRM Web application or CRM for tablets. For the business rule logic that had to be evaluated on the server and applied to all clients you still needed to implement the plug-ins and run them on the server. With this release, you will be able to evaluate the business rules on the server and apply them to all clients without writing code. For example, you can move the logic for commonly used scenarios out of plug-ins into the entity-level business rules that you define in the CRM user interface. Also, the support for setting default values has been added to the business rules. For instance, if a company named Contoso does business only in the United States, a simple business rule can be implemented that on creation of an incoming lead, the country is automatically set to “U.S.A”.

CRM 2015 – New Features. Let the drooling begin.

Multi-Entity Quick Find (Da best) : https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/18/microsoft-dynamics-crm-2015-multi-entity-quick-find.aspx

Global Advanced Find : https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/17/global-advanced-find-is-here-in-microsoft-dynamics-crm-2015.aspx

Custom & OOB Hierarchies (Booyah!): https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/17/customizing-hierarchies-in-microsoft-dynamics-crm-2015.aspx & https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/17/microsoft-dynamics-crm-2015-hierarchies.aspx

Calculated Fields : https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/21/calculated-fields-in-microsoft-dynamics-crm-2015.aspx

Nested Quick Create Forms : https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/18/nested-quick-create-in-microsoft-dynamics-crm-2015.aspx

Condition Operators (Above and Under for Hierarchies) : https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/18/nested-quick-create-in-microsoft-dynamics-crm-2015.aspx & https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/22/microsoft-dynamics-crm-2015-advanced-find-the-under-operator.aspx

Branching Business Process Flows (Awesome) : https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/24/branching-business-process-flows-in-microsoft-dynamics-crm-2015.aspx

Social Listening (for On-Premise) : https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/23/microsoft-dynamics-crm-2015-social-listening-coming-to-on-premises-crm-2015-installs.aspx

Unified Service Desk (Customer Service focused & cross app integration with CTI/Telephony): http://www.waynewalton.com/unified-service-desk-dynamics-crm/

Rollup Fields (Huge): https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2014/09/21/rollup-fields-in-microsoft-dynamics-crm-2015-what-are-they-and-how-do-they-work.aspx

More to come. Looking forward to seeing the CRM Power View client in action. This will bring CRM into the major leagues with BI Visualization.

CRM 2015 – Autumn Blitz Training

Gives an idea of what to expect for Fall Vega release, aka CRM 2015.

Registration open for the Autumn Blitz Training – get to know CRM 2015 http://blogs.technet.com/b/lystavlen/archive/2014/09/18/registration-open-for-the-autumn-blitz-training-get-to-know-crm-2015.aspx