Microsoft Dynamics CRM Online Update 1 (May 2015) is now available. In this blog I will show you how to schedule and approve this update for your Organisation. Important: The best practice prior to applying updates to a production instance of Microsoft Dynamics CRM is to first complete the foll
Read the full article hereIn this article, I'll talk about opening web resources using the Xrm.Utility.openWebResource function. Xrm.Utility.openWebResource(webResourceName,webResourceData,width, height)The new function opens a new web resource by passing its schema name, optional data, width and height.Assume you have a ret
Read the full article hereTracking changes is a new feature introduced in CRM online. Tracking changes is important when performing data synchronisation between CRM and other systems. In this article, I'll explain how CRM can detect changes in records. One day your boss asked you to develop a tool that runs every day to sy
Read the full article hereAlternate keys is a new feature introduced in Spring Update and it is one of three features that significantly improves integrations/synchronizations with other systems. When synchronising data with other systems, you might deal with annoying problems when mapping records with different Data Types
Read the full article hereIn this series of blogs I have described how to create and configure a set of Microsoft Dynamics CRM Online Organisation Accounts, Contact and Opportunity oDataSet queries using Power Query in Microsoft Excel. The following list provides a quick-reference to the previous blogs in this series:
Read the full article hereThe latest version of Microsoft Dynamics CRM 2015 (pre-release) introduces some improvements to the SDK to simplify common operations. In this post, we will look at how the UpdateRequest has been changed to allow us to perform specialised operations in a simple manner. In previous versions of Micro
Read the full article hereIn the new CRM 2015 the site map has been updated with a new Settings tab, called Security. This tab has taken some of the related areas from Administration to make things less cluttered and easier to locate different settings. However if you are upgrading your CRM from 2013 to 2015 and yo
Read the full article hereRecently one of our customers upgraded from CRM 2011 to CRM 2015. During this process users were required to switch to the CRM 2015 Outlook Client. This meant uninstalling the 2011 connector and installing the 2015 connector. What we noticed however is that certain users were experiencing errors wh
Read the full article hereMicrosoft Convergence 2015 in Atlanta allowed us to take a look at the new Spring '15 release of Microsoft Dynamics CRM. This release includes another round of feature changes. This blog post will outline what has changed with the User Interface relating to the Global Navigation of Dynamics CRM. Th
Read the full article hereIn my previous post, I showed you how to create folders in the Parature Knowledgebase to group related articles together. Today we'll look at managing articles within these folders to illustrate how the structure of the knowledge base can evolve as information about our products and services change
Read the full article hereUsing the CRM 2015 Solution Packager within the Bin folder from the latest public CRM 2015 SDK (http://www.microsoft.com/en-us/download/confirmation.aspx?id=44567), you can extract the contents of a CRM Solution into individual files. I was using this tool with the following run command line option
Read the full article hereThe ability to provide contextual custom help content for users is a very important piece of any CRM implementation, big or small. Microsoft Dynamics CRM 2015 now makes it easy to configure and manage help content, whether you are using CRM out of the box with a few minor customizations, or a highly
Read the full article hereThe Microsoft Dynamics CRM 2015 SDK added a new managed solution that’ll allow you to easily browse entity metadata. To browse entity metadata, all you need to do now is to import the new managed solution. After importing, open the solution and go into the Configurations section. I
Read the full article hereIn Dynamics CRM 2013, and also CRM 2015, when we click on the link in a lookup field, the record opens. However, because of the flat UI introduced with CRM 2013, the record opens in the same window as the record you’re currently on. In other words, you’re forced to navigate away from the
Read the full article hereLast year we created the Dynamics CRM 2013 Left Navigation. This changed the new navigation that came with Dynamics CRM 2013 to return to a vertical layout, including a scrollbar and also being more “sticky”. We’ve made couple of improvements, you can now install this as a solution
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