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Prefill Name when Create New from Lookup Dynamics CRM 2013
Paul Nieuwelaar, 06 March 2014
In Dynamics CRM 2013 one of the new subtle features introduced is that when you click the ‘+ New’ button on a lookup field, the text you had entered is automatically pulled into the new record. This is particularly useful when searching for a contact for example, and electing to create t
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Using the PRINT QUOTE FOR CUSTOMER functionality and Quote For Customer Template in Microsoft Dynamics CRM 2013
Colin Maitland, 05 March 2014
Microsoft Dynamics CRM 2013 provides functionality and a sample Quote Mail Merge Template for printing Quotes using a Mail Merge Template and Mail Merge. The following image shows an example of a Quote with four related Quote Product lines: In Microsoft Dynamics CRM, a PRINT QUOTE FOR CUSTOMER
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Prefill Account Lookup Create New Primary Contact CRM 2013
Paul Nieuwelaar, 04 March 2014
One of the small annoyances with CRM 2011 was the fact that when you are selecting a Primary Contact for an Account, you can click to create a new contact, however the Parent Customer lookup is not set on the new contact, and so it won’t show up under related contacts for the account. In Dyna
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How to format a Date/Time field in a Microsoft Dynamics CRM Mail Merge Template to exclude the Time.
Colin Maitland, 05 February 2014
In this blog I will describe how to format a Date/Time field in a Microsoft Dynamics CRM Mail Merge Template so that the time portion is excluded; for example to display 24/1/2014 instead of 24/1/2014 12:00 a.m. The following image shows an example of a Donation record Date/Time field named Donatio
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How to create a Mail Merge Template for a custom Mail Merge enabled Entity in Microsoft Dynamics CRM 2013
Colin Maitland, 04 February 2014
In this blog I will describe how to create a Mail Merge Template for a custom Mail Merge enabled entity that includes fields from several parent entities. The Mail Merge Template in this example will be used for generating receipt letters for Donations. The receipt letter needs to contain Name and
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How to change the Full Name Format for Contacts in Microsoft Dynamics CRM 2013
Colin Maitland, 03 February 2014
In this blog I will describe how to change the Full Name Format for Contacts in Microsoft Dynamics CRM 2013. By default the Full Name Format for Contacts is set to First Name Last Name as shown in the following example: The Full Name for Contacts is displayed on the Navigation Bar, Contact Form
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Adding the Social Pane to Custom Entity Forms in Microsoft Dynamics CRM 2013 Online
Colin Maitland, 02 February 2014
The Social Pane in Microsoft Dynamics CRM 2013 enables users to work with Posts, Activities and Notes directly from the form of an entity. In this blog I will describe the steps for adding the Social Pane to a custom entity form and additional steps to be completed if the form was upgraded from Mic
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Windows Azure – Authentication Failure Exception connecting to CRM Online
Jared Johnson, 16 January 2014
In testing of our new launched Tech Doc Generator, we encountered an issue connecting to our own CRM Online instance which has not yet been transitioned to Office 365. This only started to occur once it was deployed to Windows Azure. When the application tried to connect to CRM it would return a Sys
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Synchronise Your Zendesk Tickets with Dynamics CRM 2013!
Roshan Mehta, 07 January 2014
Our Zendesk to Dynamics CRM 2013 integration provides full synchronisation of Zendesk support tickets into Microsoft Dynamics CRM 2013. The integration utilises the out-of-the-box Case entity, allowing you to take advantage of the case management lifecycle – from logging a new ticket and inter
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Microsoft Dynamics CRM 2013 Icons
Colin Maitland, 23 December 2013
Where are custom entity icons displayed, and what are the requirements for custom entity icons, in Microsoft Dynamics CRM 2013? In this blog I will describe the requirements for custom entity icons and the locations in which these icons are displayed in Microsoft Dynamics CRM 2013. The requireme
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Microsoft Dynamics CRM 2013 – Configuring and using Click-to-Call with Lync
Colin Maitland, 22 December 2013
Microsoft Dynamics CRM 2013 provides Click-to-Call functionality that enables you to automatically dial Phone and Mobile Numbers and Skype Addresses from Microsoft Dynamics CRM and also assists you to create a record of your attempted or completed call in Microsoft Dynamics CRM. This functionali
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Microsoft Dynamics CRM – Create an OpenSSL Self-signed SSL Certificate for your CRM 2013 Dev Environment
Greg Olsen, 19 December 2013
The first step in configuring a CRM 2013 environment to be enabled for claims-based authentication and Internet Facing Deployment (IFD) is to have a SSL Certificate available for setup. This blog post will simply outline how to quickly generate and use an OpenSSL certificate to be used with your set
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Microsoft Dynamics CRM 2013 Business Rules – Customisation or Configuration?
Colin Maitland, 18 December 2013
In Microsoft Dynamics CRM 2013 new functionality to enable the addition of Business Logic to entity specific forms using Business Rules has been added. In this blog I will consider whether Business Rules should be regarded as a customisation or as a configuration task. The use Business Rules is
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Microsoft Dynamics CRM 2013 Upgrade Customisations
Colin Maitland, 17 December 2013
When upgrading to Microsoft Dynamics CRM 2013 you may like to consider completing some minimum customisations as a part of the upgrade in order to enhance your users’ experience. In this blog I will describe six customisations that I recommend. Site Map In Microsoft Dynamics CRM 2013 the Sit
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Microsoft Dynamics CRM 2013 Mail Merge
Colin Maitland, 16 December 2013
In Microsoft Dynamics CRM 2013 the locations from where users can complete a Mail Merge are slightly fewer than what they were in Microsoft Dynamics CRM 2011. In particular Mail Merges cannot be directly completed from Views and Forms as was the case in Microsoft Dynamics CRM 2011. In this blog I
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