CRM 2013+: Where did my Security menu option go?!

Originally posted on Coding Random Musings:
We’ve been working with our migration from CRM 2011 to 2015, and in the process we realized that we lost the Security option from the navigation. It was gone. Lost. Nowhere to be found. How are we going to edit security roles and related items? Hairs were pulled. Questions were…

“The entity referenced by this process includes a currency value that does not exist in your organization. Select a different currency and try again.” Error in Workflow in CRM.

“The entity referenced by this process includes a currency value that does not exist in your organization. Select a different currency and try again.” Error in Workflow in CRM..

USD: How to handle Save & Close without getting a confirmation dialog

Originally posted on Coding Random Musings:
In our implementation of the Unified Service Desk, we show each entity in its own separate hosted control and thus, a separate tab. Everything worked perfectly, except that every time we pressed Save & Close, we would get a dialog asking for confirmation before closing the tab. Very annoying, and…

USD: Missing records when importing with the CRM Configuration Migration tool? Read on!

Originally posted on Coding Random Musings:
Microsoft has included as part of the CRM 2015 SDK an application called the Configuration Migration tool. You can find a detailed explanation of how it works in Jukka Niiranen’s fantastic CRM blog. If you scroll down that article to the subtitle Reviewing the results, you’ll notice that he found…

USD: How to handle Save & Close without getting a confirmation dialog

Originally posted on Coding Random Musings:
In our implementation of the Unified Service Desk, we show each entity in its own separate hosted control and thus, a separate tab. Everything worked perfectly, except that every time we pressed Save & Close, we would get a dialog asking for confirmation before closing the tab. Very annoying, and…

USD: How to get records of the same type on different tabs?

Originally posted on Coding Random Musings:
My apologies in advance because I can’t show detailed screenshots; I work at a financial institution, so you get the drift. I’ll try to be as clear as possible, though. In our implementation, we need to show different Account records (this is a custom entity, not the CRM default) in…