• No Default Value on Two Options Field Dynamics CRM 2011

      Paul Nieuwelaar, 19 September 2011

      In Dynamics CRM 2011, when you want to create a field with 2 options, Yes/No for example, you would create a ‘Two Options’ field, which provides users with 2 radio buttons to choose from, and where 1 option must be selected by default. This out-of-the-box functionality works great in most scenarios

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    • Run Fetch XML Report on Selected Record in Dynamics CRM 2011

      Paul Nieuwelaar, 19 December 2011

      In Dynamics CRM 2011 when you are creating a Fetch XML report, you have the option to make the report available to run on a Selected Record. This means when you are viewing a report for a specific record (such as the Invoice report) the data that makes up the report will only be pulled from the cont

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    • Dynamics CRM 2011 Dialog Processes - New Features Rollup 5

      Paul Nieuwelaar, 31 December 2011

      In Rollup 5 for Dynamics CRM 2011, we’ve seen several great improvements, including the Record Hyperlinks in Workflows, and of course Activity Feeds. One of the other updates included in Rollup 5 that I would like to share is the changes to Dialog Processes. In this blog post I will be showing the c

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    • Dynamics CRM 2011 Service Scheduling Engine

      Paul Nieuwelaar, 16 January 2012

      If you’re a regular Dynamics CRM user, you’ve probably seen or heard something about what Service Scheduling can offer in Dynamics CRM. The truth is the Dynamics CRM 2011 Service Scheduling Engine is a lot more powerful than what you may realise. I will be showing how useful the Service Scheduling E

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    • Dynamics CRM 2011 Dialog Process Dynamically Query CRM Data

      Paul Nieuwelaar, 06 January 2012

      In my previous post on Dialogs I looked at some of the new features included in dialogs from the rollup 5 update, including the new response types of Date and Lookup available.  I will be showing how to query data dynamically, so you can perform filters based on the context of the current recor

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    • Dynamics CRM 2011 Dialog Process Conditional Branches/Paths

      Paul Nieuwelaar, 10 January 2012

      In a couple of my last blog posts, I’ve looked at the updates to Dialogs in Rollup 5, and also how to query data from within a Dialog. In this post I will be showing how to use conditional branches/paths in a Dialog. In other words, how to change the upcoming prompts based on the responses of t

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    • Creating Services and Selection Rules Dynamics CRM 2011

      Paul Nieuwelaar, 23 January 2012

      In my last post, I introduced service scheduling, and what it is capable of in Dynamics CRM 2011. One of the things that were mentioned was the ability to create Services (such as ‘Wheel Change’), which contains certain Selection Rules (such as 1 Technician, and 1 Work Bay from the same site). In th

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    • Scheduling Service Activities Dynamics CRM 2011

      Paul Nieuwelaar, 30 January 2012

      In my last post I looked at Creating Services and Selection Rules in Dynamics CRM 2011. I went through and created a service called ‘Wheel Change’, with a Selection Rule that required a Technician and a Work Bay from the same Site. I will be going through the steps required to Schedule a Service Act

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    • Prefill Lookup Field with Default Value Dynamics CRM 2011

      Paul Nieuwelaar, 05 February 2012

      As promised in a previous post on prefilling fields in Dynamics CRM 2011, I was going to show how to prefill a lookup field in Dynamics CRM 2011. In this post I will finally be showing how to do this, so that when you create a new record for a specific entity, the lookup field is prefilled with a re

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    • Set Default Text on Any Field in Dynamics CRM 2011

      Paul Nieuwelaar, 29 June 2011

      In my previous post I showed how using a simple JScript function you can easily show and hide tabs based on the selection of a radio button. In this blog post I will be showing another helpful JScript function: how to prefill fields with default text.   Basically what this means is w

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