• CRM 2013: JavaScript – Disabling Form AutoSave

      Nathan Eccles, 23 October 2013

      CRM 2013 brings with it the system-wide introduction of process forms, and alongside that, auto-saving on all entities by default. This nifty new feature makes for a smoother over-all user experience, and a flatter feel to the system. However it is quite a bit different from the CRM 2011 ways of doi

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    • Working with Dynamics CRM 2013 Composite Fields/Fly-out Menu

      Paul Nieuwelaar, 22 October 2013

      Dynamics CRM 2013 introduces composite fields, which basically combines multiple fields into a single field on a form. This is currently used on ‘Name’ fields to combine first name, middle name, and last name into one ‘Name’ field. It is also used on most address blocks in CR

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    • How to Reschedule Your Dynamics CRM 2011 to CRM 2013 Upgrade

      Gayan Perera, 21 October 2013

      If you’re a CRM Online customer you’ll notice a notification stating an update is scheduled for xyz date. This update CRM Online to CRM Online Fall 13 release, this release contains changes that might break your existing system. Therefore it is recommended that you test before going ahea

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    • Microsoft Dynamics CRM 2013 – Change Server or Organisation with MoCA

      Greg Olsen, 20 October 2013

      With this blog post you were probably thinking you can change the server name or organisation within the Windows Mobile Client Application (MoCA) after you have already connected to a previous CRM 2013 organisation using a built-in feature. Unfortunately that is not the case.  How

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    • Upgrade to CRM 2013 – Costs and Benefits

      John Eccles, 17 October 2013

      Dynamics CRM 2013 offers great benefits which I believe will almost always out-weigh the costs associated with the upgrade.  Read on to see what a great investment your upgrade will be. The Costs: 1.  Infrastructure upgrade This may or may not apply to you.  But if your orga

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    • Upgrading Customised CRM Systems

      John Eccles, 16 October 2013

      We all want our CRM system to be up-to-date and have all the features we need to stay competitive.  So when Microsoft releases a new version of Dynamics CRM we naturally want to upgrade as soon as possible.  But what if our CRM system has been customised?  Might it break? 

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    • CRM 2013 – Asynchronous Solution Import

      Roshan Mehta, 15 October 2013

      The new Dynamics CRM 2013 SDK includes a new method to execute service requests asynchronously which currently only works for asynchronous solution imports at the time of this writing. The main benefit of an asynchronous solution import is that there is less of an effect on users who are interacting

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    • CRM 2013: Managing Interactive Sorting in SSRS Reports

      Nathan Eccles, 14 October 2013

      Interactive sorting in SSRS reports is a useful and common tool to employ when creating tabular reports. However it automatically applies some formatting which can interfere with existing formatting, and make it difficult to know the actual sizes you’re dealing with. Below is an example of the

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    • Dynamics CRM 2013 Default Sitemap Pane Based on User Role

      Paul Nieuwelaar, 13 October 2013

      In Dynamics CRM 2013, since there is no longer a ‘Workplace’ area in the sitemap by default, we’re now able to define the default pane for users based on their security role. When looking at a user’s personal options, the Default Pane is now set to <Default based on user r

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    • Microsoft Dynamics CRM – Upgrade from CRM 2011 to CRM 2013

      Greg Olsen, 10 October 2013

      There will be a number of you wanting to know about the upgrade from CRM 2011 to CRM 2013. This blog post will hopefully provide you some tips and tricks and things you should know, test or be aware of for your upgrade to CRM 2013. Deployment Models Firstly, there are a number of deployment upgrade

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    • Microsoft Dynamics CRM 2013 – Windows Mobile Client App (MoCA) Download & Installation

      Greg Olsen, 09 October 2013

      The new Windows Mobile Client Application (MoCA) for Microsoft Dynamics CRM 2013 is available within the Windows Store at the link below: http://apps.microsoft.com/windows/en-us/app/microsoft-dynamics-crm/93772212-7b72-4aee-bc4e-b1adb7712ebe This app will run on the 32-bit, 64-bit and ARM processor

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    • CRM 2013 Left Navigation Greasemonkey Script

      Jared Johnson, 08 October 2013

      Note: This is now available in a managed solution, click here for more information. In my previous blog, I showed how to transform the new horizontal top Navigation in CRM 2013, to a vertical left navigation. However the method described only worked for On Premise deployments and also affected all

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    • Why Customise CRM?

      John Eccles, 07 October 2013

      One of the powerful features of Dynamics CRM is the ability to customise the system to match the different business requirements of different organisations.  Because when it comes to CRM, one size does NOT fit all. (Picture from: http://www.usatechguide.org/blog/one-size-fits-all-wheelcha

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    • CRM 2013 – Toggle Time Portion of Date Fields

      Roshan Mehta, 06 October 2013

      The Xrm.Page.ui.control namespace of the Microsoft Dynamics CRM 2013 SDK provides a new function to programmatically show or hide the time portion of a Date and Time field in a supported manner. Here’s how!  To show both the date and time portion of a Date and Time field: Xrm.Page.getCont

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    • CRM 2013 – JavaScript Alerts and Confirmations

      Roshan Mehta, 02 October 2013

      The Xrm.Utility library in Dynamics CRM 2013 provides new functions to display alerts and confirmations in CRM forms. In previous versions of CRM, you would have to use the alert() and confirm() JavaScript functions, but these are now supported in the CRM 2013 SDK with some additional options. Xrm.U

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