• Microsoft Dynamics CRM 2015 Field Security Profile Changes

      Jared Johnson, 21 September 2014

      One of the big limitations of Field Security in previous versions of Dynamics CRM was that it was only available on custom fields and not on out of the box fields. In Dynamics CRM 2015 however Field Security can now be enabled on most out of the box fields, with only certain system fields such as th

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    • New Condition Operators in Microsoft Dynamics CRM 2015

      Roshan Mehta, 18 September 2014

      With the introduction of the new hierarchies feature in Microsoft Dynamics CRM 2015 comes new condition operators that can be used with the ConditionOperator enumeration in the C# SDK as well as FetchXML queries. These new operators are intended to support records that are related via the new Hierar

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    • Nested Quick Create in Microsoft Dynamics CRM 2015

      Roshan Mehta, 18 September 2014

      The introduction of Quick Create Forms in Dynamics CRM 2013 provided a simpler way for users to create records for core entities from anywhere within the system. However, there is one disadvantage in that it does not launch subsequent Quick Create forms to populate lookup fields. Thankfully, Dynamic

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    • Microsoft Dynamics CRM 2015 Multi-Entity Quick Find

      Roshan Mehta, 18 September 2014

      Another highly anticipated feature of Dynamics CRM 2015 is Multi-Entity Quick Find, which allows users to search across multiple entities. Many ISVs have built their own implementations and it is nice to finally see this part of the base product. In this post, I will refer to Multi-Entity Quick Find

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    • Global Advanced Find is Here in Microsoft Dynamics CRM 2015!

      Roshan Mehta, 18 September 2014

      You asked for it and Microsoft has listened! Dynamics CRM 2015 now provides the ability to launch the Advanced Find window from anywhere within the application. Previously, the Advanced Find button was only available on the command bar (or in the overflow menu) on forms and views which was a bit o

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    • Customizing Hierarchies in Microsoft Dynamics CRM 2015

      Roshan Mehta, 18 September 2014

      Microsoft Dynamics CRM 2015 now provides you with a hierarchical view of records out of the box for selected entities, with the ability to customize this view for custom relationships. It is also possible to customize the hierarchy tile view to display different fields on each tile. Firstly, let&rsq

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    • Microsoft Dynamics CRM 2015 Hierarchies

      Roshan Mehta, 18 September 2014

      This feature has been requested over and over and I can gladly say it is finally available out of the box! Yes, I’m talking about the ability to view a hierarchy of records in a tree view from within your Dynamics CRM 2015 system. This feature is available for the Account, Campaign, Case, Cont

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    • Download Data Import Templates Programmatically

      Ahmed Anwar, 11 September 2014

      A few days ago, I was assigned to a task to download all templates programmatically. As we know, to get the Data Import templates for data migration you have to navigate open CRM UI and navigate to Settings > Data Management > Templates for Data Import. This will open a dialog where you have d

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    • New Timer Controls in Dynamics CRM

      Roshan Mehta, 02 September 2014

      This is another extremely handy feature! The ability to add a timer to forms inside CRM will help keep you on top of your day-to-day tasks and also gives you an indication of success or failure. In this post, we will take a look at how we can use timers to ensure that phone calls are completed on ti

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    • Emulating Different Devices Using Chrome

      Ahmed Anwar, 26 August 2014

      Nowadays, lots of web developers are targeting to publish their websites on different machines, like Android devices, iPhone x and so on. The easiest way I found of testing your websites on different machines is using Chrome F12 Developer tools. This tool allows you to target the following devices

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    • Error in Workflow Designer When using Chrome

      Ahmed Anwar, 17 August 2014

      CRM users have always wanted to use CRM using other browsers like Chrome, FireFox etc. Microsoft added a new feature for browser compatibility from different Operating Systems. However, one day I got two calls from two different customers complaining about an error shown when creating an email insid

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    • Fix Incorrectly Created Status Reasons in Dynamics CRM

      Roshan Mehta, 14 August 2014

      The Status Reason field in Dynamics CRM is a special field which allows you to provide reasons for the status of a particular record. For example, an Article can have a Status of “Active” and a Status Reason of “Awaiting Review”, “Approved”, “Published&rdquo

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    • Auto scaling worker roles based on Dynamics CRM workloads

      Dinesh Niroshan, 11 August 2014

      Recently we needed to develop an application to synchronize data between Dynamics CRM 2013 and a financial system. This application has become complex due to the volume of data as well as the requirement in getting the data synchronized as fast as possible while minimizing the costs of running virtu

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    • Dynamics CRM 2013 - Advanced Find in Global Nav Solution

      Paul Nieuwelaar, 07 August 2014

      In an earlier blog post by Greg, he talked about how it would be nice to see Advanced Find in the Global Nav, so I decided to go ahead and make his dream come true. I’ve created a simple managed solution which can be installed into CRM 2013, which automatically adds an Advanced Find button

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    • 10 Quick Tips for a CRM 2013 Database

      Gayan Perera, 06 August 2014

      Here is a collection of database tuning tips that will help you keep CRM and any other system that rely on SQL running smoothly and efficiently. 1.  Ensure a dedicated drive is allocated for each of the following: OS, Data, Logs, TempDB, Backups 2.  Ensure that each of the SQL drives a

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