CRM 2013 – How to Customize the Quick Create Form

Roshan Mehta, 01 October 2013

Dynamics CRM 2013 introduces new Quick Create Forms to speed up data entry from anywhere in the application. The beauty of these forms is that they can be customized to meet the needs of your organisation. In this post, we will customize the Contact Quick Create form and see how much control we have

CRM 2013: JavaScript – Lookup Filtering using addCustomFilter

Nathan Eccles, 30 September 2013

CRM 2013 brings with it a number of new supported javascript methods, including the ability to better apply custom filtering to lookups. In CRM 2011 if we needed custom filtering, we would have to go about the somewhat cumbersome process of creating a custom view in code and then adding it to the co

CRM 2013 Quick Create Forms – Customization Overview

Roshan Mehta, 29 September 2013

Dynamics CRM 2013 introduces new Quick Create Forms to speed up data entry from anywhere in the application. The beauty of these forms is that they can be customized to meet the needs of your organisation. In this post, we will take a look at the customization options which are available for Quick C

How to use Entity Images in CRM 2013

Gayan Perera, 26 September 2013

Another new feature is CRM 2013 is the ability to set a record specific image. This feature is useful for putting company logos on the account record, a person’s face on a contact record or an image for a product record. To update the image through the CRM 2013 user interface, simply click on

Dynamics CRM 2013 Bring in another form from CRM 2011

Paul Nieuwelaar, 26 September 2013

In Dynamics CRM 2013, all the main entities have had full form redesigns. They’ve done this by deactivating the old ‘Information’ form, and replacing it with a new form, named after the entity. When you’re upgrading your CRM 2011 solutions to 2013, any form customizations to

CRM 2013 - Quick Create vs Quick Forms. What’s the Difference?

Roshan Mehta, 25 September 2013

Dynamics CRM 2013 introduces additional forms for some of the core entity types. For example, you will notice a new “Quick Create” and “Quick Form” within the forms list for the Contact entity. The names don’t really tell us a lot, so in this blog we will explore the di

CRM 2013: Changing Existing Phone Field’s Format

Nathan Eccles, 24 September 2013

Having been in charge of pulling across our Non-Profit base system “RIC” to CRM 2013 I have found a few ways to help your existing CRM 2011 system make the most of the new CRM 2013 features. One such feature which existing systems can make the most of is the new “phone” type

Dynamics CRM 2013 Active and Inactive Forms

Paul Nieuwelaar, 23 September 2013

Previously in Dynamics CRM 2011, the only way to ‘deactivate’ a form was to remove all security roles from the form, effectively meaning no one can see it anymore. This of course is not a desirable approach, as it means we lose the history of which security roles were assigned to the for

Microsoft Dynamics CRM 2013 – Left Navigation Pane is gone .. Where is everything?

Greg Olsen, 22 September 2013

When you begin to use Microsoft Dynamics CRM 2013 you will instantly notice the left Navigation Pane and Ribbon have gone. In this post I will explain the new Navigation Bar in CRM 2013. The new Navigation Bar looks like this: You can think of the navigation breadcrumb in the example above as: Mic

The Authentication Endpoint Kerberos was not found on the configured Secure Token Service

Roshan Mehta, 20 September 2013

We recently setup an internet-facing deployment for Microsoft Dynamics CRM 2013 using ADFS 2.1 as our Secure Token Service. Users were able to access CRM without any issues, but our custom applications were unable to establish a connection with CRM via the SDK. The error message we were getting was

How to Reschedule Your Dynamics CRM 2011 to CRM 2013 Upgrade

Gayan Perera, 20 September 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. Therefor it is recommended that you test before going ahead

Dynamics CRM 2013 at TechEd NZ

Gayan Perera, 19 September 2013

WebResourceLinker for CRM 2013 & Visual Studio 2013 CTP

Gayan Perera, 18 September 2013

We’ve gotten a lot of requests asking about WebResourceLinker compatibility with CRM 2013 and Vistual Studio 2013 CTP. If you don’t know what WebResourceLinker is, it’s a Visual Studio addon that allows developers to quickly publish CRM Web Resources while staying within the IDE. h

Installing the CRM 2013 Email Router

Roshan Mehta, 17 September 2013

The installation process for the CRM 2013 Email Router is exactly the same as the CRM 2011 Email Router. In this post, we will take a look at the CRM 2013 Email Router installation process. Note that this installation is for the CRM 2013 Beta edition and the installation process may have changed wit

Installing Dynamics CRM 2013 Reporting Extensions

Roshan Mehta, 16 September 2013

In my previous post, we looked at how to install the Dynamics CRM 2013 Server. In this post, we will take a look at the CRM 2013 Reporting Extensions installation process. Please note that this installation is for the CRM 2013 Beta edition and may change for the final release. Step 1 – Get Upd