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Problem After upgrading SharePoint 2010 to 2013, there can be an issue with the font-sizes becoming very large in the web and app parts that were previously added onto the page. It looks very weird, and can’t be fixed by simply modifying the text size in SharePoint. The Solution It’s a bug with the HTML after the upgrade. An extra header tag is left over after the first web part...

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We wanted to add a nice and practical component to add tags to CRM records, such as Accounts, Contacts or any other entity type. This implementation for a start, helps add tags to a record, but, it can be improved to also be used as a multiple select dropdown tool, something that CRM doesn’t have out of the box. What is special, then from this implementation,...

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Static marketing lists contains just a list of members in a 1-N relationship so it is easy to add a grid to the Contacts form to show the marketing list the contact belongs to. But, what if you need this sub grid to show the Dynamic Marketing List also? Dynamic Marketing Lists do not have a list of members, instead, they have a query defining the...

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Problem A bizarre issue occurred after an in instance of CRM 2011 is upgraded to 2016 on-premise: 1. When assigning entity to user or business unit,  an error message is prompted: “LOOKUP CONTROL ERROR: Cannot add item of typename= to the lookup control” 2. The same error message also prompts when saving the form after changing a field.   Since there is another, almost identical, CRM instance where this error does not...

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Problem A common problem that many users report in CRM is that the system is automatically sending out e-mail notifications to recipients for CRM Appointments without the user’s permission. However, you know CRM doesn’t automatically send out Appointment e-mails and there are no background processes or workflows that are sending these notifications. So what are the users referring to? Since CRM 2013, most users have been creating appointments through the...

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With the upgrade to CRM 2016 Online comes one of many new features – CRM App For Outlook.  The CRM App For Outlook provides a new user experience to tracking emails in CRM from Outlook using Serverside Synchronization for Incoming Email. To start your configuration for CRM App For Outlook, you drop down the top navigation bar and go to Settings -> CRM App For Outlook:   In order...

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