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Dynamics CRM 2013 - Advanced Find in Global Nav Solution
Paul Nieuwelaar, 07 August 2014
In an earlier blog post by Greg, he talked about how it would be nice to see Advanced Find in the Global Nav, so I decided to go ahead and make his dream come true. I’ve created a simple managed solution which can be installed into CRM 2013, which automatically adds an Advanced Find button
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Install and Configure Dynamics CRM 2013 for Outlook 2013
Paul Nieuwelaar, 04 August 2014
1. Download First you need to download the Dynamics CRM 2013 Outlook Client Installer, which can be downloaded in 2 ways: Click on the ‘Get CRM for Outlook’ bar that appears at the top of your Dynamics CRM 2013 system when accessing it via the web browser. Clicking this button wi
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View Business Rules for All Entities in Dynamics CRM 2013
Paul Nieuwelaar, 31 July 2014
In Dynamics CRM 2013 we can create business rules for different entities from within a solution, using the new ‘Business Rules’ node under each entity. The business rules for an entity will be automatically deployed with the entity, just like with views, forms, and fields etc. From the B
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Rollup 3 Fixes Many Pain Points of CRM 2013
Paul Nieuwelaar, 30 July 2014
Rollup 3 for Dynamics CRM 2013 is now available to download, and fixes many of the issues I’ve experienced with CRM 2013. Here are some of the main bug fixes which I’m happy to see: Unresolved email sender is not displayed correctly on Email form Unresolved recipients on an email used
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Activate God Mode in CRM 2013 - Don’t Let Your Users See This
Paul Nieuwelaar, 29 July 2014
Previously I’ve been posting about how to recreate CRM functionality using browser bookmarkets. These have included useful functions like opening advanced find, or publishing customizations. In this blog post I’m going to go one step further and show how we can completely disable ALL cli
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Temporarily Disable Auto Save in CRM 2013 with Bookmarklet
Paul Nieuwelaar, 28 July 2014
In Dynamics CRM 2013, when auto save is enabled, any changes to a record will be saved automatically when you close the record. In some cases we need to change data on a record to test functionality, and so we don’t always want those changes to be saved. I’ve created a browser bookmarkl
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Customize and Publish from CRM 2013 Forms with Bookmarklets
Paul Nieuwelaar, 27 July 2014
In Dynamics CRM 2013 Customizers and Admins no longer have the ‘Customize’ tab on records anymore, which I often found useful for when we need to quickly get in and customize an entity, and then once done come back to the record and publish customizations. To make things a little easier
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CRM 2013 Open Advanced Find from Anywhere with Bookmarklet
Paul Nieuwelaar, 24 July 2014
In a previous blog post of mine I explained how to add Advanced Find onto the Form Command Bar in CRM 2013, since the list view no longer stays open while on forms like they did in 2011, it can be difficult getting to advanced find sometimes. In this blog post I will be taking the code from that blo
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CRM 2013 Custom Bookmarklets to Replace Missing Save Buttons
Paul Nieuwelaar, 22 July 2014
In a previous blog post by Jared Johnson, he showed how to create some custom browser bookmarks/favourites to help make some common tasks easier in 2013. These included easily copying the ID of a record, and quickly refreshing the data on the form if it has changed by a workflow etc. He also explain
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CRM 2013 - What Does Disabling Auto Save Actually Do?
Paul Nieuwelaar, 21 July 2014
In Dynamics CRM 2013, by default auto save is enabled, which means changes to a form are automatically saved without the user having to click ‘Save’ or ‘Save & Close’ like you would have to in CRM 2011. We can turn auto save on or off in the System Settings, which will ap
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The Return of ‘Copy a Link’ to CRM 2013 Forms as Bookmarklet
Paul Nieuwelaar, 23 July 2014
Dynamics CRM 2013 for some reason has decided to remove the Copy a Link button from forms, and instead only shows the Email a Link button. The button still exists on views, however I often find myself on a form wanting to get the URL of the record so I can do something with it. Since the record URL
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CRM 2013 Activate or Deactivate Workflows Owned by Another User
Paul Nieuwelaar, 16 July 2014
In CRM 2011, whenever we wanted to edit a workflow owned by another user, we had to assign the workflow to ourselves before editing it. Then if that user needed to be reassigned back to the workflow, we would have to assign it back to them, however then we would not be able to activate it, so you ei
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Advanced Find from Form Command Bar in Dynamics CRM 2013
Paul Nieuwelaar, 18 May 2014
Since CRM 2013 now opens forms in the same browser window as the view, it makes it more difficult to access advanced find, which by default is only available from list views. In this blog post I will describe how to customize the command bar to add an advanced find button onto all forms in the sy
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Filter N:N Add Existing Lookup Dynamics CRM 2013
Paul Nieuwelaar, 21 April 2014
In a previous blog post of mine I showed how to filter the N:N Add Existing button in CRM 2011. Since the upgrade to CRM 2013, this no longer works. Given that the code was unsupported, this was expected. Since CRM 2013 has changed the UI, the method in which N:N’s work has also changed. The o
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Using Quick Create Forms with Sub-Grids Dynamics CRM 2013
Paul Nieuwelaar, 09 March 2014
I’ve started to use quick create forms on sub-grids when associating new records, particularly with manual N:N relationships. The reason for this is that if you simply use the default forms when adding records, you lose the ‘Save and New’ functionality which we had in CRM 2011. Use
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