With the release of Microsoft Dynamics CRM 2013 SP1 and Microsoft Dynamics CRM Online Spring ’14 a range of new features have been provided. One of these is Status Reason Transitions. Status Reason Transitions allow the Status Reasons for an Entity to be configured so that Users are permitted
Read the full article hereWhen loading a form it can be useful to know how it manages the loading of various form elements. Having done some testing around sub-grids on forms with Fiddler I have identified the following results: Sub-grids are the last form component to be loaded, and each sub-grid is loaded in parallel to e
Read the full article hereSince CRM 2013 now opens forms in the same browser window as the view, it makes it more difficult to access advanced find, which by default is only available from list views. In this blog post I will describe how to customize the command bar to add an advanced find button onto all forms in the sy
Read the full article hereThe release of Dynamics CRM 2013 brought a lot of interface improvements over CRM 2011; however it also made some things a little more annoying for developers. Fortunately some of these can be solved by creating bookmarklets. One task that is made more difficult by the flat interface of CRM 2013 is
Read the full article hereRecently we came across an error stating when importing a solution with ribbon customizations. 0x80040216 Found more than one RibbonDiff entity. The article below outlines two possible resolution options. http://support.microsoft.com/kb/2503029 However, the solution we were trying to import has ove
Read the full article hereThe image below outlines the feature list breakdown under Professional, Basic and Essential Microsoft Dynamics CRM 2013 Client Access License (CAL). From this list is easy to determine what features you get access to under each CAL for CRM 2013 when deciding if you need the Professional, Basic
Read the full article hereIn this series of blogs I have been reviewing some areas to be considered when planning for a Document Management integration between Microsoft Dynamics CRM 2013 and Microsoft SharePoint Server 2010 or Microsoft SharePoint Server 2013. In this blog I will discuss the options for configuring Documen
Read the full article hereIn my previous blog I briefly described some of the areas to be considered when planning for a Document Management integration between Microsoft Dynamics CRM 2013 and Microsoft SharePoint Server 2010 or Microsoft SharePoint Server 2013. In this blog I will describe configuration options for the auto
Read the full article hereIn this blog I will briefly discuss some areas to be considered and planned for prior to configuring a Document Management integration between Microsoft Dynamics CRM 2013 and Microsoft SharePoint 2010 or Microsoft SharePoint 2013. Therese areas are: • Microsoft Dynamics CRM and M
Read the full article hereThis blog post quickly shows you how to fix the notification below when browsing Dynamics CRM via the web client of Internet Explorer. Issue You receive the following notification within Internet Explorer when browsing to Microsoft Dynamics CRM: Microsoft Dynamics CRM makes extensive use of your
Read the full article hereIn a previous blog post of mine I showed how to filter the N:N Add Existing button in CRM 2011. Since the upgrade to CRM 2013, this no longer works. Given that the code was unsupported, this was expected. Since CRM 2013 has changed the UI, the method in which N:N’s work has also changed. The o
Read the full article hereSSRS is a great tool for creating reports, but it has some limitations. One such limitation is right or centre aligning images. By default images are placed at the top left of a cell, and will expand from there based on the Display properties you set. In order to position a static image we can eithe
Read the full article hereMicrosoft SharePoint provides Document Management functionality that can be leveraged from within Microsoft Dynamics CRM to provide an enhanced Document Management solution for Microsoft Dynamics CRM Users. In this blog I will focus only on, and will briefly discuss, the integration between Microso
Read the full article hereMicrosoft Dynamics CRM 2013 extended the feature set with Business Process Flows, to allow for the creation of Business Process Flows for any entity including custom entities. Business Process Flows in CRM 2013 is a feature customers frequently ask about and on occasions is the one (but not limit
Read the full article hereI’ve started to use quick create forms on sub-grids when associating new records, particularly with manual N:N relationships. The reason for this is that if you simply use the default forms when adding records, you lose the ‘Save and New’ functionality which we had in CRM 2011. Use
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