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Paul Boiano's Articles

Bug Alert: Invalid Rollup Formulas in Sandbox org

Rollup Fields become INVALID when doing a schema copy in Cloud CRM from a production org to a sandbox org (for example). This is related to the Minimal copy option as opposed to the Full copy option. 

Business Rule or JavaScript in Dynamics CRM…that is the question

With the advent of Business Rules beginning in Dynamics CRM 2013 we now have the ability to implement client-side business logic without having to write javascript functions. How can I determine whether to code my business logic using business rules, javascript or both?

CRM Deployment Options…How to Decide?

So you are ready to tackle that all-important CRM initiative for your company. You will need to consider multiple factors in making the initial deployment decision; however there is usually one factor that rises to the greatest importance in making the initial decision.

Best Practice for Creating Sandbox Instance for CRM 2015 Online Upgrade Testing

If you currently have a production CRM 2013 Online instance, Microsoft wants you to upgrade to 2015 by the middle of June at the latest. It is important to perform full UI and customization testing in 2015 prior to approving your 2015 online production upgrade. The more customizations and managed solutions you have deployed, the more the need for good quality assurance (QA) and user acceptance testing (UAT).

Beware of the Phantom Web Resources in your CRM system

Have you ever wondered where some of those "missing components" come from when adding an entity to a solution? Check out the rest of this blog for some insight into this common predicament.

Optimizing CRM Security by Team

thumbnailThere’s more to the concept of Team Ownership in Microsoft Dynamics CRM than you may originally think, which means you’ll want to give that topic significant consideration and understanding before embarking on a security model that utilizes team permissions or team ownership. In releases prior to 2011, the concept of Teams existed but Teams were simply groupings of users. Since version 2011, a Team can actually own its own records, and can have its own security role(s), giving CRM architects more options for building more complex security schemes. Let's talk about these options now!

Early Adopter Issues with Sandbox Instances in CRM 2015 Online

Many companies choose to defer the upgrade to the CRM 2015 Online version from 2013 in order to complete adequate testing of customizations. Should you find yourself in this situation and have the need to stand up a new sandbox instance of 2013, you can do it but it’s going to be a multiple step process. This blog details the CRM Online Instance Manager.

Guidance for Updating Multiple CRM Online Orgs with Customizations

Is migrating your full production schema to a new sandbox instance in CRM Online difficult to manage due to customizations? If so, keep reading! This blog provides some guidance on how to migrate your full production schema to a new blank sandbox instance in CRM Online to include managed versus unmanaged components.

Bug Alert! Hold Off Installing or Upgrading InsideView Social Insights for Dynamics CRM 2013


As a public service to the rest of our CRM 2013 cloud colleagues, we strongly recommend that you avoid installing or upgrading Social Insights (InsideView) in Dynamics CRM 2013 for a bit longer until the problem is fully resolved by the publishers.

Tips for Using Managed Solutions and Base Option Set Values in Microsoft Dynamics CRM



At C5 Insight, we use
ClickDimensions with Microsoft Dynamics CRM for our email marketing and marketing automation. Recently we decided to upgrade to the newest version of ClickDimensions to take advantage of their new features. Much to our surprise, many of our Lead Source picklist values in Dynamics CRM got changed during the upgrade. As you can imagine, this made us a little nervous. After some investigating, we discovered the problem and learned a little-known limitation of managed solutions in Dynamics CRM.

Dynamics CRM Rollup 12: Not as Forgiving About Currency Field

Microsoft’s Rollup 12 is not as forgiving as previous versions when it comes to the Currency field. After applying Rollup 12 to an on-premise instance of Dynamics CRM 2011 (this one happened to be running the Internet Facing Deployment deployment) but not enabling the Enhanced User Experience (aka Flow UI), we noticed that we could no longer qualify leads.

Dynamics Workflow History Auto-Purge: Do’s and Don’ts

In deployments with a decent amount of workflows that fire constantly (i.e., system jobs are spawned), the amount of records placed in the AsyncOperationBase table is quite impressive. However, when these system jobs complete (canceled or succeeded) they remain in this table until you decide to purge them. When these tables begin to grow into the millions of rows it imposes undue performance issues on the Async service and overall system performance may suffer as well.

Blogging Naturally (make it a part of your day)

There isn’t a day that goes by, where I come across some type of challenge, situation, issue, or piece of new learning that isn’t worth sharing with others. This article encourages you to blog, explains why it's important, and provides ideas on how to make it a natural part of your day.

A RAD Approach to CRM Projects

This entry will provide an overview of project implementation approaches from SureStep Methodology, as well as define the benefits of a RAD approach to CRM projects with automated business processes.

CRM 2011 Option Set Mapping in Workflows

Using Global Option sets in CRM 2011 can simplify the process of mapping option sets.  But what if you have a local option set in one entity and a global option set in another?  This blog explains how to map data from a local option set in one entity to the equivalent in another via workflow.

End of Mainstream Support for CRM 4: what does it really mean?

Why should you care that the mainstream support phase is ending for Dynamics CRM 4.0 in April 2013? Read this article to understand what this really means for your deployment of CRM 4.0 on-premise, and how you can decide when it's time to upgrade to Dynamics CRM 2011.

Blog Topics

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CPR for CRM Study

The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.

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SharePoint Readiness Assessment

This 60-second assessment is designed to evaluate your organization's collaboration readiness.

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CRM Self Assessment

Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.

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SharePoint Feedback Solution

This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.

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SharePoint Upgrade Checklist

Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.