• CRM 2013 – Process Forms Everywhere!

      Roshan Mehta, 06 September 2013

      Those of you who are using CRM 2011 Online or CRM 2011 On-Premise (rollup 12 or higher) will be slowly getting used to the new process forms for the Account, Contact, Lead, Opportunity and Case entities. These process forms show off the new “flat UI” which is designed to let users work w

      Read the full article here

    • Dynamics CRM 2013: Field Description displayed in Tooltip

      Paul Nieuwelaar, 06 September 2013

      When creating or editing a field in CRM 2013, we can specify the Description of the field much like in CRM 2011. However in CRM 2013 those descriptions are also displayed as a tooltip when users hover over a field label on a form. In CRM 2011, the Description on fields was rarely used, as it was o

      Read the full article here

    • Dynamics CRM 2013 - Turn Top Horizontal Navigation into Left Vertical Navigation

      Jared Johnson, 06 September 2013

      Note: This is now available in a managed solution, click here for more information. In the new CRM 2013 release, one of the big changes was the removal of the left hand navigation, replaced with a touch focused, auto-hiding menu bar at the top of the screen. This menu is designed for wide screen mo

      Read the full article here

    • CRM 2013 – The New Navigation Bar

      Roshan Mehta, 05 September 2013

      When you first login to Microsoft Dynamics CRM 2013, one thing you will notice is that the navigation pane has disappeared! But don’t panic, as it has been replaced with a new navigation bar located at the top of the screen. The navigation bar is nicely tucked away allowing more screen real es

      Read the full article here

    • Getting Started with CRM 2013

      Roshan Mehta, 04 September 2013

      Looking back at CRM 2011, we have all seen the under-utilised “Getting Started Pane” which was designed to provide contextual help based on the module you were currently working with in CRM. This has been greatly simplified into a tutorial when you log in to CRM 2013 to help users get st

      Read the full article here

    • Count the Cost of CRM

      John Eccles, 01 September 2013

      "But don't begin until you count the cost. For who would begin construction of a building without first calculating the cost to see if there is enough money to finish it?” Luke 14:28, New Living Translation  That is still good advice and it applies to CRM projects as well as building cons

      Read the full article here

    • Insufficient Privileges in CRM 2011

      Roshan Mehta, 29 August 2013

      This error never fails to confuse those who are configuring security in CRM 2011, especially when you have only started defining your security matrix. Getting the base privileges right just so that users can simply login to CRM can be a time-consuming task and you will most likely get errors along t

      Read the full article here

    • Browser Link in Visual Studio 2013

      Roshan Mehta, 28 August 2013

      Many new features were announced for Visual Studio 2013 at the Build Conference in San Francisco with a lot of focus set on web development. The sessions presented by Scott Hanselman and Mads Kristensen were packed out with web developers wanting to get a sniff at what’s new. In this post, we

      Read the full article here

    • Microsoft Dynamics CRM – What the heck is an Update Rollup?

      Greg Olsen, 27 August 2013

      Anyone who has been working with Microsoft Dynamics CRM for a considerable amount of years will know what an Update Rollup is – right? If you are new to Microsoft Dynamics CRM or not sure what an Update Rollup is then take a look at the helpful links I have added below.  These links are a

      Read the full article here

    • CRM 2011 - Multiple Prompts for Credentials (401 Unauthorized)

      Roshan Mehta, 26 August 2013

      A client recently encountered an issue with their UAT server, which prompted users for credentials three times before displaying an HTTP 401 (Unauthorized) error whenever they tried to login to CRM. Note that this only occurred when trying to access CRM by referencing the server name directly in the

      Read the full article here

    • Set custom Full Name format in CRM 2011 with Plugin

      Paul Nieuwelaar, 25 August 2013

      In Dynamics CRM 2011, by default on Contacts, Leads, and Users, the format for ‘Full Name’ is defined as ‘First Name Last Name’. We have the ability to change this format in the Administration -> System Settings, however the options are rather limited, and do not allow for

      Read the full article here

    • Microsoft Dynamics CRM 2011 – The webpage you are viewing is trying to close the window

      Greg Olsen, 22 August 2013

      This message has been around for ages. A customer experienced the message below and wanted it turned off. Therefore, since I have done this many times before  I should blog this basic change. The Customer Issue: When CRM is opened with Internet Explorer the users gets a dialog pop-up that says

      Read the full article here

    • Get bool/Two Options response from Dialog Prompt CRM 2011

      Paul Nieuwelaar, 20 August 2013

      In Dynamics CRM 2011, when we create a Prompt and Response of type Option Set (radio buttons or picklist) we can set the Data Type to Integer which gives us the Option Set value in the response. This value can then be used to directly update an option set field on our entity.   Unfortunately th

      Read the full article here

    • Reverse ‘Parent: Child Business Unit’ access CRM 2011 Plugin

      Paul Nieuwelaar, 15 August 2013

      In Dynamics CRM 2011, when configuring security roles with business units, we have the ability to give a user the following levels of access to records: User: Any records they own. Business Unit: Any records a user or team in their business unit owns. Parent: Child Business Unit: Any records owned b

      Read the full article here

    • CRM and the Big Bang Theory

      John Eccles, 12 August 2013

      I love the show, but I have grave doubts about the Big Bang Theory. I find it impossible to imagine the complex systems all around us originating from the randomness of some sort of cosmological explosion. Not surprisingly, I’m equally sceptical of Big Bang software implementations – esp

      Read the full article here

Filter by Category

Filter by Author