• 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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    • Build 2013 – Visual Studio 2013 – What’s New?

      Paul Nieuwelaar, 01 July 2013

      Here’s some notes from the Visual Studio 2013 session at Build 2013 describing some of the cool new features we can expect. Note that this is only from the VS2013 preview, so there may be some more features to come in the full version. •  Ability to log in and sync settings and theme

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    • Dynamics CRM 2011 View Records Owned by My Team Members

      Paul Nieuwelaar, 16 June 2013

      In Dynamics CRM when looking at contact records, by default we have a view for “My Active Contacts” which displays all contacts assigned directly to our user. This is achieved by using the filter criteria “Owner - Equals Current User”. If we wanted to also see records owned b

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    • Permissions Required to ‘Manage Roles’ in Dynamics CRM 2011

      Paul Nieuwelaar, 22 April 2013

      The ability to assign security roles to other users in Dynamics CRM is usually only given to System Administrators, however occasionally we have the need to give a regular user the ability to assign roles. You may not want to make this user a System Administrator, as this will give them access to ev

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