Posts Tagged ‘online’

CRM 2015 Online Update 1 – Application and Customization changes

In this article I am going to brief about new changes and updates in CRM 2015 online update 1.

Trigger Custom Action from Workflow or Dialog

  • We can invoke a custom action directly from within a workflow or a dialog.
Trigger Custom Action from Workflow

Trigger Custom Action from Workflow

Steps on how to Create and Invoke Custom Action from Workflow

Validate Required Steps in Business Process Flow

  • System will now validate all the required steps in Business Process before moving to next stage.
  • Before Update 1 its possible to bypass validation using SDK calls.
Validate Required Steps BPF

Validate Required Steps BPF

Clear field values with business rules

  • Business rules now let us clear field values, on the client and server
Clear Field Values Business Rules

Clear Field Values Business Rules

Business Process Flow – Move back to previous Stage

  • We can go back to the previous stage in the business process flow regardless of entity type
  • You can choose desired previous stage and click ‘Set Active’.
BPF Cant move to Previous stage - Before Update 1

Cant move to Previous stage before Update 1

BPF Choose Previous Stage and Set Active

With Update choose Previous Stage and Set Active

Date and Time field new behavior

  • We got two new time zone independent behaviors for the Date and Time data type (Date Only and Time Zone Independent).
  • Below are different Formats and Examples.
Date Field Formats

Date Field Formats

Date Field Changes Examples

Date Field Changes Examples

Calculated and Rollup Fields

  • With new updates to Calculated fields we can compute the difference between the two dates by using new built-in functions
  • Note that “Now” operator gives SQL Server Time in UTC not Local System Time.
Calculated and Rollup Fields

Calculated and Rollup Fields

Global Most Recently Used (MRU)

  • With Global MRU, provided an access to most recently viewed records (up to 30 records).
Global MRU

Global MRU

Global MRU Storage

Global MRU Storage

“Older Than X” Enhancements in Advanced Find

  • We can now filter on additional units of time including minutes, hours, days, weeks, and years.
  • The Older Than X clauses can be used with Advanced Find, the saved view editor, and queries that are based on FetchXML.
Advanced Find Older Than Operator

Advanced Find Older Than Operator

Navigation and Themes

Plug-in Trace Logs

  • System administrators and developers can now configure CRM to write trace logs to a new CRM entity – ‘Plug-in Trace Log’.
  • These logs can then be viewed within the CRM web application, also from Advanced Find.
  • We cannot extend the “Plug-in Trace Log entity”. We can only view or delete records of the entity.
  • By default, permission to view the logs is enabled for System Administrators and System Customizers, but can be granted to other users
  • Enabling Activity Tracing
    • We can enable\disable from Settings -> Administration -> System Settings -> Customization
    • Enable Plug-in trace log

      Enable Plug-in trace log

    • The setting provides the following options:
      • Off
      • Exceptions – log messages only if an exception is encountered in the execution pipeline
      • All – log all messages, even if there was no exception.

How is “Plug-in Trace Logs” different from developers logging in to their own custom entity?

  • The problem with writing logs to our own Custom entity is due to the fact plug-ins execute in transaction and the transaction is rolled back whenever an exception occurs anywhere in the event pipeline. As a result, the records written to the custom entity would also be rolled back.
  • And with new ‘Plug-in Trace Logs’ entity, the messages are logged even if an exception is encountered and the rest of the transaction is rolled back



CRM online instance opening only in Mobile version – Fix

July 10, 2013 2 comments

The other day, when I upgraded to IE 11 browser and when I browse my CRM online URL, I was getting only mobile version (i.e., http://

CRM Mobile Version

CRM Mobile Version

Even if i explicitly provide the URL http://, it was redirecting to Mobile version Reason

  • CRM online is not compatible with IE 11


  • Add CRM online site to IE 11 compatibility list
  • Go to Tools -> Compatibility View Settings
  • Add the “” website to compatibility view settings by click on “Add”
Comaptibility Settings

Compatibility Settings

  • If its “OnPremise” add CRM server name to compatibility view settings.
  • Refresh the browser


Debug Plug-ins using “Plug-in Profiler” – CRM 2011

March 22, 2013 3 comments

In CRM, we can debug the plug-ins deployed in “on premise” by following the steps in this article. But it’s always difficult to debug Plug-ins deployed in CRM online.

Now we can debug Plug-in code registered in both online/on premise also using “Plug-in Profiler”.

In CRM 2011, with the SDK 5.0.5 and later releases we got a “Plug-in Profiler” add-in along with Plug-in registration tool.

If you open the Plugin registration tool comes with latest SDK, it would look as below with profiler options.


What all I need to debug, using “Plug-in Profiler”

  •  To debug using “Plug-in Profiler” all you need is
    • Plugin assembly .dll
    • Visual studio
    • Plugin registration tool from latest SDK

How do I use “Plug-in Profiler”

Few more points

  • “Plug-in Profiler” also provides offline debugging option using “Replaying plug-in execution”, it does not require a connection to a CRM server and organization.
  • Support for registering and executing custom workflow activities in the sandbox is new in CRM 2011 UR 12 and the CRM December 2012 Service Update