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Prefill Name when Create New from Lookup Dynamics CRM 2013
Paul Nieuwelaar, 06 March 2014
In Dynamics CRM 2013 one of the new subtle features introduced is that when you click the ‘+ New’ button on a lookup field, the text you had entered is automatically pulled into the new record. This is particularly useful when searching for a contact for example, and electing to create t
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Prefill Account Lookup Create New Primary Contact CRM 2013
Paul Nieuwelaar, 04 March 2014
One of the small annoyances with CRM 2011 was the fact that when you are selecting a Primary Contact for an Account, you can click to create a new contact, however the Parent Customer lookup is not set on the new contact, and so it won’t show up under related contacts for the account. In Dyna
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Working with Dynamics CRM 2013 Composite Fields/Fly-out Menu
Paul Nieuwelaar, 22 October 2013
Dynamics CRM 2013 introduces composite fields, which basically combines multiple fields into a single field on a form. This is currently used on ‘Name’ fields to combine first name, middle name, and last name into one ‘Name’ field. It is also used on most address blocks in CR
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Dynamics CRM 2013 Default Sitemap Pane Based on User Role
Paul Nieuwelaar, 13 October 2013
In Dynamics CRM 2013, since there is no longer a ‘Workplace’ area in the sitemap by default, we’re now able to define the default pane for users based on their security role. When looking at a user’s personal options, the Default Pane is now set to <Default based on user r
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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
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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
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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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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
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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
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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
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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
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New Right Click Shut Down Option in Windows 8.1
Paul Nieuwelaar, 10 July 2013
In Windows 8.1 we have an easy way to shut down the PC from the desktop. Previously we would have to go through the side bar > Settings > Power > Shut down, which is quite a few steps compared to earlier versions of windows which allow you to simply click Start > Shut down. With Windows
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Windows 8 Apps and Windows 8.1 Apps
Paul Nieuwelaar, 04 July 2013
First of all, they’re not the same, so if you’ve already created Windows 8 app you will need to consider upgrading them. On a windows 8.1 device, you will be able to use both the old windows 8 apps, as well as the new windows 8.1 apps. On a windows 8 device however, you will only be able
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Visual Studio 2013 CodeLens – Inline Method Info
Paul Nieuwelaar, 03 July 2013
CodeLens gives us a quick overview of each of our methods, including what other methods reference this one, who modified the method last, and what changes they made, and also the unit tests we have that use the method. CodeLens is available on every method, and is automatically added to new met
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Code Map and Code Map Debugger for Visual Studio 2013
Paul Nieuwelaar, 02 July 2013
Code Map allows you to map out the structure of your application by connecting your methods to see what methods link to each other, so you visually see how your application flows. This new feature is also great for easily understanding other people’s code by following the hierarchy without get
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