Microsoft Dynamics 365 and Dynamics CRM Blogs by Paul Nieuwelaar | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

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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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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