• Filter N:N Add Existing Lookup Dynamics CRM 2011 Rollup 12

      Paul Nieuwelaar, 04 February 2013

      Daniel Cai blogged about how to filter the Add Existing lookup for N:N relationships, however with the introduction of rollup 12, the method for filtering the add existing lookup has changed slightly. I’ve used the code from Daniels blog post, and made the necessary modifications to make it wo

      Read the full article here

    • CRM 2011 Rollup 12 (Polaris) Process Driven Forms Editable?

      Paul Nieuwelaar, 03 February 2013

      With the anticipated release of Dynamics CRM 2011 Rollup 12 (Polaris) and the new Process Driven Forms for Leads, Contacts, Accounts etc, one of the biggest questions was “are they going to be editable?”. The new ‘Windows 8-style UI’ looks awesome, but how flexible is it to x

      Read the full article here

    • How to Save Process Form Dynamics CRM 2011 Rollup 12 Polaris

      Paul Nieuwelaar, 01 February 2013

      One of the first things you notice when looking at the new process forms for Dynamics CRM 2011 rollup 12/Polaris is that there is no more ribbon like we have with the classic forms. Because there is no ribbon, it means we lose the ‘save’, ‘save and new’, and ‘save and c

      Read the full article here

    • Automatically Activate Processes in CRM 2011 Rollup 12

      Roshan Mehta, 31 January 2013

      Any CRM developer or customizer will know that when you deploy a managed solution, you need to make sure you tick the box that says Activate any processes and enable any SDK message processing steps included in the solution. Without this step, you run the risk of having unpublished workflows and ina

      Read the full article here

    • Dynamics CRM 2011 Rollup 12 (Polaris) Disable Process Forms

      Paul Nieuwelaar, 30 January 2013

      With Dynamics CRM 2011 Rollup 12/Polaris, we now have a completely new Form UI for Contacts, Opportunities, Leads, Accounts, and Cases. For new customers who have not experienced Dynamics CRM ‘classic’ mode, this will be fine as they don’t have to unlearn everything about the class

      Read the full article here

    • Dynamics CRM 2011 Rollup 12 Switch to Process Form Button

      Paul Nieuwelaar, 29 January 2013

      With Dynamics CRM 2011 rollup 12 (Polaris), and the new Process Forms, we are given an option to ‘Switch to Classic’ which allows us to switch from our Process Form to the Classic Form equivalent. One of the problems with this is that once you’re on the ‘classic’ form,

      Read the full article here

    • Microsoft Dynamics CRM 2011 - Include HTC Support in CRM forms

      Greg Olsen, 28 January 2013

      So the first thing you are probably asking is what is HTC support mean? HTML Components, known as HTCs, are a nonstandard mechanism to implement components in script as Dynamic HTML (DHTML) "behaviours" in the Microsoft Internet Explorer (IE) web browser.   These files typically use an .ht

      Read the full article here

    • Dynamics CRM 2011 Rollup 12 and Bing Maps

      Roshan Mehta, 27 January 2013

      Another nice feature in update rollup 12 for Microsoft Dynamics CRM 2011 is out-of-the-box Bing Maps integration. Previously, custom solutions were required in order to display a map on an entity form in CRM, but Microsoft have made this available as part of the new process-driven user interface. Fo

      Read the full article here

    • CRM 2011: ActivityPointer and Custom Fields

      Nathan Eccles, 25 January 2013

      CRM 2011 has given us this wonderful means of accessing all Activity entities through a single pointer, called the ActivityPointer. Unfortunately this pointer contains only out-of-the-box fields which are generic enough across the various Activities to warrant being included. This means that if you

      Read the full article here

    • Filter Sub-Grid Dynamics CRM 2011 Rollup 12 (Polaris)

      Paul Nieuwelaar, 24 January 2013

      If you have used JavaScript to filter results in a sub-grid using pre-rollup 12 version of Dynamics CRM 2011, then you’re going to face problems with the move to Rollup 12 and Cross Browser. The first, and most obvious problem is the ‘setParameter’ function used to set the new fetc

      Read the full article here

    • Dynamics CRM 2011 Rollup 12 (Polaris) No Sub-Grid Limit!

      Paul Nieuwelaar, 23 January 2013

      In previous versions of Dynamics CRM 2011, there was a limit for how many sub-grids would load on a single form by default. This limit was 4, meaning the 5th sub-grid, and any subsequent sub-grids on your form would not be loaded automatically. Users would have to click the ‘load records&rsquo

      Read the full article here

    • Office 365 Active Directory Synchronization Error

      Gayan Perera, 22 January 2013

        Recently, a customer with a federated active directory setup got an error from the MS Online Services Team saying that they did not register a synchronization for at least 24 hours. The synchronization has been working fine until now but then suddenly stopped. We noticed the following errors

      Read the full article here

    • Calling Your Dynamics CRM Customers with Skype

      Roshan Mehta, 21 January 2013

      Update Rollup 12 for Microsoft Dynamics CRM 2011 includes a new feature which allows you to easily call your Leads, Contacts, and Accounts via Skype. This functionality is available for phone number fields present on both process-driven forms and system or user-defined views. Those of you that are r

      Read the full article here

    • User Interface Changes in Dynamics CRM 2011

      Roshan Mehta, 20 January 2013

      If you have signed up for a trial version of Microsoft Dynamics CRM 2011 lately, you may have noticed the slick new user interface. The new look is part of update rollup 12 and includes a few cool new features which I will run through in later posts. For now, let’s get familiar with the change

      Read the full article here

    • CRM 2011 Rollup 12 - No More Freezing PC while Publishing

      Paul Nieuwelaar, 18 January 2013

        One of the most annoying little things with pre-rollup 12 versions of Dynamics CRM 2011 that I’ve noticed was that whenever you performed a task that produced a loading screen similar to the one above (most commonly while publishing) the whole computer freezes until it’s finished

      Read the full article here

Filter by Category

Filter by Author