• Scheduling Work Hours and Business Closure Dynamics CRM 2011

      Paul Nieuwelaar, 14 February 2012

      In some of my previous posts I’ve looked at the benefits of Service Scheduling in Dynamics CRM 2011, including how to set up your service selection rules, and scheduling Service Activities. In this post I will be showing you how to configure your Working Hours for each User and Resource in your busi

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    • Service Scheduling Customer Preferences Dynamics CRM 2011

      Paul Nieuwelaar, 21 February 2012

      In one of my previous Service Scheduling posts on Scheduling Service Activities, I mentioned briefly about using Customer Preferences when scheduling a service activity using the scheduling engine. In this post I will be going into more detail around setting up the Service Preferences on a Customer,

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    • Disable Subgrids with Javascript in Dynamics CRM 2011

      Paul Nieuwelaar, 28 February 2012

      While customizing a form in Dynamics CRM 2011, you can set whether a field should be Read-Only or not, this is done through each of the field properties. This does not require any Javascript, and is useful when storing data that is automatically generated via a plugin or javascript, and which you do

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    • Coloured Priority Options on Activities Dynamics CRM 2011

      Paul Nieuwelaar, 04 March 2012

      In Dynamics CRM 2011 by default every Activity entity, including Tasks, Appointments, Phone Calls, and Emails have a ‘Priority’ Option Set which contains 3 options; Low, Normal, and High. This is just using a standard CRM Option Set, where the default option is ‘Normal’. This looks a little bit pla

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    • Bulk Update Records with Export/Import Dynamics CRM 2011

      Paul Nieuwelaar, 20 March 2012

      In this blog post I will be looking at easy it is to update massive amounts of records in Dynamics CRM 2011. The idea is, we have hundreds of records in our system, and now we want to update them with new data. We may have added a new field that we need populated, or we could be transferring data fr

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    • Set Date Time Field to Now in Plugin Dynamics CRM 2011

      Paul Nieuwelaar, 14 March 2012

      In Dynamics CRM 2011 when you are creating or updating records through a plugin, you will sometimes be required to set a date field to the current date and time of the plugins execution. There are two ways of doing this with a plugin. One method is using DateTime.Now, which will give you the local

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    • Dynamics CRM 2011 Many-to-One Relationship Behaviour

      Paul Nieuwelaar, 28 March 2012

      Sometimes when you are creating relationships (lookups) In Dynamics CRM 2011, the relationship behaviour is either overlooked, or just missed out. The Relationship behaviour of a Many to One relationship determines what happens to child records when an action is performed on the parent record. For E

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    • Installing and Configuring the CRM for Outlook Client

      Paul Nieuwelaar, 02 June 2010

      If you use Microsoft Dynamics CRM in your business, and you are thinking about installing the CRM for outlook client, this blog will walk you through installing it, and setting it up. Installing CRM for Office Outlook Create a new folder in the C: Drive. Open Computer and then open Local Disk (C:).

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    • Benefits of using the CRM for Outlook Client

      Paul Nieuwelaar, 26 May 2010

      Some CRM users are hesitant on using the CRM for Outlook Client, as they think it is just another program they need to have running on their computer, but that is probably because they are not aware of all the time saving features of the Outlook Client that are not included in the CRM Web Client. If

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    • OnChange Events on a Dynamics CRM 4.0 Picklist

      Paul Nieuwelaar, 14 July 2010

      In an earlier post by Nathan, titled Hiding Fields Based on User Selection, he went through hiding a field when a user selects ‘yes’ or ‘no’ from a bit attribute. However, when I came to do this, when a user picks an option from a picklist (dropdown) attribute, the method was quite different. For th

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    • Defaulting the History ‘Filter on’ to ‘All’ on Dynamics CRM 4.0 Accounts and Contacts

      Paul Nieuwelaar, 21 July 2010

      When you open up an Account or Contact in Dynamics CRM 4.0, and click on the History tab, by default it shows the history for the ‘last 30 days’ on that record. So if you want to view all the history for the Account or Contact, you have to manually change the ‘Filter on’ drop down to ‘All’ every tim

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    • Changing the Default Form Window Size

      Paul Nieuwelaar, 09 June 2010

      By default in CRM when you open up a Lead, Contact, Account or any other form for that matter, the dimensions of the windows are 1012 pixels wide, by 611 pixels high, and the position of the window is 124 pixels in from the left of the screen, and 170 pixels down from the top of the screen. These pr

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    • Hiding Sections on a CRM 4 Form

      Paul Nieuwelaar, 16 June 2010

      Once you know how to hide sections on a CRM form using Javascript, it can be used together with other Javascript functions, such as hiding fields and tabs, and suddenly the customization capabilities of the CRM form are endless, and you’ll end up having forms where only the relevant fields are displ

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    • Making a Field Appear Twice on a CRM Form

      Paul Nieuwelaar, 30 June 2010

      I was recently given the task of making a currency lookup field appear on two tabs at the same time, on the same form. After researching online for a way to make the same field appear twice on a form, I found a response to this question stating “It is not possible”. And they may have been right, b

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    • Adding Extra Columns to a Row in a CRM 4 Section

      Paul Nieuwelaar, 07 July 2010

      In the form below, there is a method for payment frequency. Here, the user enters the frequency of payment (day, week, month or year) and will also select how often they will pay, which is a decimal value. For example, if you set ‘Payment Every’ to 3, and ‘Payment Frequency’ to Week, then you would

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