• Create a Toolbar in Unified Service Desk

      Roshan Mehta, 15 December 2014

      In my previous post, we saw how to change the default logo image in Unified Service Desk. Today we’ll customize the application further by adding a toolbar to the top of the screen. The toolbar will contain three buttons – Dashboards, Search, and Collaboration. The Collaboration button

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    • Create New Records from Anywhere in CRM 2013 with Bookmarklet

      Paul Nieuwelaar, 14 December 2014

      In Dynamics CRM 2013, and even CRM 2015, finding the entity you’re looking for can be difficult using the Site Map. If you have a lot of entities in your sitemap, or if the entity you need to create isn’t even in the site map, it can be difficult to get to where you need to be to create

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    • Change the Default Logo in Unified Service Desk

      Roshan Mehta, 11 December 2014

      When you download and install Unified Service Desk for Microsoft Dynamics CRM, you would have noticed that the USD Desktop Client displays a “Unified Service Desk” logo in the top left-hand corner of the window. Perhaps your organisation wants to refer to USD by some other name, or maybe

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    • Power BI Microsoft Dynamics CRM 2013 – Part 16

      Colin Maitland, 10 December 2014

      In my previous blogs in this series I have demonstrated how to connect Microsoft Excel 2013 Professional Plus to a Microsoft Dynamics CRM Online Organisation, download Account, Contact and Opportunity ODataSets and update those ODataSets using Power Query so that they are ready to be used for develo

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    • setSubmitMode always not submitting for some users

      Jared Johnson, 09 December 2014

      While onsite at a client I received a support request that a user could not update certain values on an entity. These fields were read only fields that were set by JavaScript by changing the values of other fields. On create of a new record the user reported that the values would save successfully,

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    • Microsoft Dynamics CRM 2013: Populating Required Fields with Bookmarklets

      Ahmed Anwar, 08 December 2014

      I definitely reckon you that you had to fill all required fields every time you test a small piece of code on an entity form, right? For example, you may have added some JavaScript code to the onSave event of a form and when it comes to testing, you need to manually fill in all of the required field

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    • Getting Started with Unified Service Desk

      Roshan Mehta, 07 December 2014

      In my previous post, we looked at how to download and install the Unified Service Desk CRM components and the desktop client. The next step on the USD journey is to configure USD inside Microsoft Dynamics CRM 2013 to give your agents the best experience while working with the application. In this po

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    • Error Configuring Microsoft Dynamics CRM 2013 for Outlook

      Ahmed Anwar, 04 December 2014

      Recently I assisted a customer in troubleshooting an issue configuring Microsoft Dynamics CRM 2013 for Outlook. After pointing to the correct Discovery service, entering the user’s credentials and then selecting an organization from the list, I received the following error: Object reference n

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    • Power BI Microsoft Dynamics CRM 2013 – Part 15

      Colin Maitland, 03 December 2014

      In my previous blog I demonstrated how to transform DateTime columns, from the Microsoft Dynamics CRM Online Organisation ODataSets loaded into Microsoft Excel, into Date columns and Year columns. There is however a step to be completed prior to that if you want the DateTime values to be converted f

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    • Export Test Cases from Excel to TFS

      Manjula Chetty, 02 December 2014

      There are many testers who prefer to write test cases in excel as it is easier and one can view all the test cases in one single page and then copy it across to TFS. Copying test cases from Excel to TFS one by one is a very time consuming task. The alternative to that would be using Test case Migrat

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    • Microsoft Dynamics CRM SDK: Manually Calculate Rollup Fields

      Ahmed Anwar, 01 December 2014

      In this article I’d like talk about forcibly calculating Rollup fields using the Microsoft Dynamics CRM SDK. In the Dynamics CRM web client, rollup fields are refreshed/calculated by asynchronous System Jobs. However in the SDK, you can force calculate rollup fields instantly without waiting f

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    • Download and Install Unified Service Desk

      Roshan Mehta, 30 November 2014

      I have previously taken you through an overview of Unified Service Desk for Microsoft Dynamics CRM. In today’s blog post, we’ll see how easy it is to download and install Unified Service Desk for Microsoft Dynamics CRM 2013. Downloading Unified Service Desk Unified Service Desk is free t

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    • Power BI Microsoft Dynamics CRM 2013 – Part 14

      Colin Maitland, 27 November 2014

      In this blog on this series on using the Power BI tools in Microsoft Excel to analyse and report on information retrieved from a Microsoft Dynamics CRM Online Organisation I will demonstrate how to transform Date/Time columns in the ODataSets. In my previous blog I demonstrated how to transform the

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    • Microsoft Dynamics CRM – NZ Dynamics CRM User Group (Auckland) Presentations for 2014

      Greg Olsen, 26 November 2014

      November 5th we held our last NZ Auckland CRM User Group for the 2014 year. The meetup site has been great for managing and tracking the session information, registrations and the CRM community within Auckland and reaching out to the wider NZ. This blog post will summarise the presentations (known

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    • Ignoring Activated Duplicate Detection Rules using the Dynamics CRM SDK

      Ahmed Anwar, 25 November 2014

      When creating a new record using the CreateRequest, you can pass a parameter to the message to ignore the Activated Duplicate Detection rules. Rather than programmatically unpublishing related Duplicate Detection rules in a custom integration or migration tool, you can now keep your rules published

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