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
Read the full article hereWe 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
Read the full article hereMicrosoft 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
Read the full article hereIn 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
Read the full article hereIn 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
Read the full article hereIn 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
Read the full article hereIf 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.
Read the full article hereFor 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
Read the full article hereThe 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
Read the full article hereWhen 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
Read the full article hereDynamics 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
Read the full article hereRecently 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
Read the full article hereYou can see in the image above what we want to achieve. Basically, within the same section, we want to have one field occupy more space than the others. In this example, we have a Product name, which could potentially be very long, and then price and quantity fields, which are never going to need
Read the full article hereRecently I had a requirement where I needed to delete e-mail attachments from certain e-mail messages delivered by the e-mail router. The idea was that if an e-mail was deemed ‘confidential’, its attachments would be stripped from the e-mail so users would not be able to see what the att
Read the full article hereThe other day I was creating a bunch of fields for a custom entity, of which included a Two Options field, and a Single Line of Text field. For whatever reason, the field name of the Single Line of Text field was to be that of the Two Options field, but with ‘name’ on the end. I created
Read the full article here