• Installing Dynamics CRM 2013 for Outlook

      Roshan Mehta, 15 September 2013

      In this post, we will take a look at the installation process for Dynamics CRM 2013 for Outlook. Note that I am using the beta version for CRM 2013, so some screens might still contain references to “CRM 2011” such as the progress screen for file extraction. Step 1 – Extract Files

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    • Dynamics CRM 2013 SDK – Custom Actions

      Gayan Perera, 13 September 2013

      Another great addition to CRM 2013 is the ability to define custom actions. This feature is great for easily extending domain specific logic. When a custom action is created through the UI or custom code this custom action then can be executed through the Organization Web Service similar to other re

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    • Installing Dynamics CRM 2013 Server

      Roshan Mehta, 13 September 2013

      The process for installing Microsoft Dynamics CRM 2013 Server is very similar to the installation for CRM 2011, although there are a few new services that are installed. In this post, we will take a look at the CRM 2013 Server installation process. Note that I am installing the CRM 2013 Server Beta

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    • Configure Access Teams in Dynamics CRM 2013

      Paul Nieuwelaar, 12 September 2013

      In Dynamics CRM 2013 there is a cool new feature that allows us to assign records to multiple users through the use of Access Teams. An Access Team is basically a sub-grid of users that have access to a particular record. This means on an Opportunity for example, where multiple sales people may be i

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    • Search by Phone Number in CRM 2013

      Roshan Mehta, 12 September 2013

      One of the great improvements of CRM 2013 is the ability to quickly search for records. This is illustrated quite well when creating a new Phone Call activity when you need to identify the recipient of the phone call. In previous versions of CRM, you would have to use the lookup control to find a Co

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    • Improved View Filters in CRM 2013

      Roshan Mehta, 12 September 2013

      Microsoft Dynamics CRM 2011 introduced filtering for system views across multiple entities which allows users to apply Excel-like filters to different sets of data in order to drill down and categorise records. To save these filtered views, users would have to click on the View tab on the ribbon, bu

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    • Dynamics CRM 2013 Phone Number Formatting

      Gayan Perera, 11 September 2013

      Another new feature in Dynamics CRM 2013 is the ability to format text fields into click-to-call phone number fields. This is done through the customizations and system settings area. To setup this new functionality, first go into the Administrations area then System Settings, scroll to the bottom o

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    • Set Your Default Start Page in CRM 2013

      Roshan Mehta, 11 September 2013

      In CRM 2013, users have the ability to set their default start page which is the first screen they see when they login to CRM. Each user can configure their start page through the Personal Options screen, but there are a number of different options available based on their job role. The basic config

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    • CRM 2013: JavaScript – A New Feel for Disabled Fields

      Nathan Eccles, 10 September 2013

      I’m sure we’re all familiar with the old style of disabling a field. That somewhat mournful, and often deceiving greyed out box which can leave users confused and wondering why there is this field on the form which they can see but can’t edit for some reason. CRM 2013 has changed t

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    • Real-time/Synchronous Workflows in Dynamics CRM 2013

      Gayan Perera, 10 September 2013

      There is a new feature in Dynamics CRM 2013 that allows users to create real-time/synchronous workflows. In CRM 2011 there was no option to run a workflow within the current transaction. The operation was queued for execution at a later date/time. Let’s take a look at what/how a synchronous

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    • Quickly Create Records in CRM 2013

      Roshan Mehta, 09 September 2013

      I have been working with Dynamics CRM since version 4.0 and I must admit that one of the headaches is the ability to quickly create records. How many times have you had to create an inbound Phone Call activity in CRM only to find that it is difficult to link it to a Contact since they don’t ex

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    • Dynamics CRM 2011 to CRM 2013 Upgrade Experience

      Gayan Perera, 08 September 2013

      Upgrading from Dynamics CRM 2011 to CRM 2013 is a fairly straight forward operation. The upgrade experience is very similar to upgrading from CRM 4 to CRM 2011. The basic steps are: 1. Take a backup of your existing CRM 2011 organization 2. Install CRM 2013 3. Restore the database from step 1 into

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    • CRM 2013 – Recently Viewed Records

      Roshan Mehta, 08 September 2013

      The ability to quickly find recently viewed records is a popular feature with CRM 2011 and allows users to get their jobs done fast! Users can find the “Recently Viewed Records” option on the navigation pane next to the “Home” button. This feature has been taken forward into

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    • CRM 2013: JavaScript – How to Manage Form AutoSave

      Nathan Eccles, 08 September 2013

      CRM 2013 brings with it the feature of auto-saving forms after new data in entered. While this is helpful to users, it does mean that we have to be a wee bit careful with our JavaScript coding (and plugins for that matter, but we’ll cover that in a separate blog). The places where this change

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    • Easy Navigation in CRM 2013

      Roshan Mehta, 07 September 2013

      Microsoft has invested huge amounts of time and money to improve the user experience in Dynamics CRM 2013. One of the pain points of previous versions of CRM was the excessive pop-up windows when working with multiple records. This has changed significantly with the new “flat UI” which a

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