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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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One of the standard features that comes with Dynamics CRM is to convert Appointment to Opportunity. You can simply Convert To click Convert To button and select Opportunity, which results in below pop-up window By default, the results after converting Appointment to Opportunity are: The Required attendee field is mapped to Customer field on Opportunity The opportunity is set as Regarding object on Appointment The appointment status...

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We recently have encountered several instances where attempts to upgrade a CRM 2015 organization to CRM 2016 through the import organization function will hang (waits 60 minutes) and then eventually crash with the following error: “The timeout period elapsed prior to completion of the operation or the server is not responding.  The wait operation timed out”. Cause: The problem occurs for any CRM 2015 organization that has...

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Recently we experienced an interesting issue while trying to configure Internet-facing deployment using the Configure Internet-Facing Deployment Wizard on CRM Deployment Manager. After entering the domains for the specified Microsoft Dynamics CRM Server roles, we were on the page where we had to type the external domain but the Next button was disabled so we could not proceed on. Cause: After running the SQL Profiler traces, we were able to...

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