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Filter Sub-Grid Dynamics CRM 2011 Rollup 12 (Polaris)
Paul Nieuwelaar, 24 January 2013
If you have used JavaScript to filter results in a sub-grid using pre-rollup 12 version of Dynamics CRM 2011, then you’re going to face problems with the move to Rollup 12 and Cross Browser. The first, and most obvious problem is the ‘setParameter’ function used to set the new fetc
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Dynamics CRM 2011 Rollup 12 (Polaris) No Sub-Grid Limit!
Paul Nieuwelaar, 23 January 2013
In previous versions of Dynamics CRM 2011, there was a limit for how many sub-grids would load on a single form by default. This limit was 4, meaning the 5th sub-grid, and any subsequent sub-grids on your form would not be loaded automatically. Users would have to click the ‘load records&rsquo
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CRM 2011 Rollup 12 - No More Freezing PC while Publishing
Paul Nieuwelaar, 18 January 2013
One of the most annoying little things with pre-rollup 12 versions of Dynamics CRM 2011 that I’ve noticed was that whenever you performed a task that produced a loading screen similar to the one above (most commonly while publishing) the whole computer freezes until it’s finished
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Default Activity ‘Filter on’ to ‘All’ Dynamics CRM 2011 UR12
Paul Nieuwelaar, 11 January 2013
In an earlier blog post of mine, I showed how to Default the Activities ‘Filter on’ to ‘All’ in Dynamics CRM 2011. Unfortunately the code provided in that blog post no longer works with Dynamics CRM 2011 on Rollup 12. This is due to the changes Microsoft have had to make to g
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Silverlight Screen not Opening Some Users Dynamics CRM 2011
Paul Nieuwelaar, 23 October 2012
We built a custom Silverlight screen for one of our customers, which automatically opens when a record is opened. For some users however, the Silverlight screen would not open. The form loads fine, but the Silverlight just wouldn’t pop up. We tried reproducing this on our own computers, but co
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Globally Define Error Report Preferences Dynamics CRM 2011
Paul Nieuwelaar, 16 October 2012
Microsoft Dynamics CRM has encountered an error. Please tell Microsoft about this problem. Send Error Report, or Don’t Send. If you receive a lot of errors like this while using Dynamics CRM 2011, you may already know that you can change your personal options to automatically send these
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Display all Related Activities in One View Dynamics CRM 2011
Paul Nieuwelaar, 19 December 2012
In Dynamics CRM 2011, when we want to view related activities for a particular record, such as an Account, we can go through the left-nav Activities or Closed Activities related entities, or use the Activities sub-grid on the form under the Notes & Activities tab. Unfortunately with the s
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Multi-Series Charts on a Single Axis – Dynamics CRM 2011
Paul Nieuwelaar, 27 November 2012
In Dynamics CRM 2011 Rollup 5, Microsoft introduced multi-series charts. Basically this means you can now graph 2 or more fields side by side so you can compare these values visually. One example of this would be Opportunities Est. Revenue vs. Actual Revenue, grouped by Owner. Using this example, we
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Workflow Wait Conditions: Best Practices - Dynamics CRM 2011
Paul Nieuwelaar, 25 November 2012
In this blog post I will be discussing a few ‘best practices’ when using Dynamics CRM 2011 Workflow Processes, and in particular when using the ‘Wait Condition’. I will assume that you’re familiar with the basics of how to use workflow wait conditions, and so I will be
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How to Check your Current Dynamics CRM 2011 Rollup Version
Paul Nieuwelaar, 08 November 2012
If you need to check what rollup your CRM is on, the easiest way to do this is to open your CRM server and check ‘Programs and Features’, then ‘View Installed Updates’ from the left hand side. This will display the installed rollups for existing CRM components.
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Default Activities ‘Filter on’ to ‘All’ Dynamics CRM 2011
Paul Nieuwelaar, 18 December 2012
For Dynamics CRM 2011 Rollup 12 users, check out this blog post instead. In Dynamics CRM 2011, for entities that have Activities such as Account, Contact, and Lead, there is a left-nav related link for Activities and Closed Activities. For Account and Contact, the ‘Activities’ view only
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Auto Create Price List Item for Dynamics CRM 2011 Products
Paul Nieuwelaar, 29 October 2012
The following plugin can be registered on post-create of the Product entity, so that each time a Product is created in your Dynamics CRM 2011 system, a Price List Item is automatically generated for that product. The Price List Item will include the List Price defined on the Product. If you only ha
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Dynamics CRM 2011 Dialog Processes - More than a Call Script
Paul Nieuwelaar, 25 September 2012
When Dialogs were first introduced with Dynamics CRM 2011, I’m sure most people labelled them as simply being just a ‘call script’ for sales teams. They appeared to be great in scenarios where you need to ask the prospect a series of questions, and then capture the responses on the
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Merging Custom Entity Records with Dynamics CRM 2011 Dialog
Paul Nieuwelaar, 13 September 2012
Dynamics CRM 2011 by default includes the ability to merge 2 records into 1; however this functionality is only available on Accounts, Contacts and Leads. This is usually not a problem, however as CRM is designed to be fully customizable, there are some cases where you have an entity that needs the
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Dynamics CRM 2011 with Windows 8 Server and SQL 2012
Paul Nieuwelaar, 09 September 2012
Recently I set up a virtual machine to test how Dynamics CRM 2011 would work with a Windows 8 Server, and SQL Server 2012. Needless to say, I successfully got the 3 working together (after a few gotchas!). In this blog post I will go through some of the issues I faced during the whole process, and h
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