• CRM 2013 – Toggle Time Portion of Date Fields

      Roshan Mehta, 06 October 2013

      The Xrm.Page.ui.control namespace of the Microsoft Dynamics CRM 2013 SDK provides a new function to programmatically show or hide the time portion of a Date and Time field in a supported manner. Here’s how!  To show both the date and time portion of a Date and Time field: Xrm.Page.getCont

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    • CRM 2013 – JavaScript Alerts and Confirmations

      Roshan Mehta, 02 October 2013

      The Xrm.Utility library in Dynamics CRM 2013 provides new functions to display alerts and confirmations in CRM forms. In previous versions of CRM, you would have to use the alert() and confirm() JavaScript functions, but these are now supported in the CRM 2013 SDK with some additional options. Xrm.U

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    • CRM 2013 – How to Customize the Quick Create Form

      Roshan Mehta, 01 October 2013

      Dynamics CRM 2013 introduces new Quick Create Forms to speed up data entry from anywhere in the application. The beauty of these forms is that they can be customized to meet the needs of your organisation. In this post, we will customize the Contact Quick Create form and see how much control we have

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    • CRM 2013 Quick Create Forms – Customization Overview

      Roshan Mehta, 29 September 2013

      Dynamics CRM 2013 introduces new Quick Create Forms to speed up data entry from anywhere in the application. The beauty of these forms is that they can be customized to meet the needs of your organisation. In this post, we will take a look at the customization options which are available for Quick C

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    • CRM 2013 - Quick Create vs Quick Forms. What’s the Difference?

      Roshan Mehta, 25 September 2013

      Dynamics CRM 2013 introduces additional forms for some of the core entity types. For example, you will notice a new “Quick Create” and “Quick Form” within the forms list for the Contact entity. The names don’t really tell us a lot, so in this blog we will explore the di

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    • The Authentication Endpoint Kerberos was not found on the configured Secure Token Service

      Roshan Mehta, 20 September 2013

      We recently setup an internet-facing deployment for Microsoft Dynamics CRM 2013 using ADFS 2.1 as our Secure Token Service. Users were able to access CRM without any issues, but our custom applications were unable to establish a connection with CRM via the SDK. The error message we were getting was

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    • Installing the CRM 2013 Email Router

      Roshan Mehta, 17 September 2013

      The installation process for the CRM 2013 Email Router is exactly the same as the CRM 2011 Email Router. In this post, we will take a look at the CRM 2013 Email Router installation process. Note that this installation is for the CRM 2013 Beta edition and the installation process may have changed wit

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    • Installing Dynamics CRM 2013 Reporting Extensions

      Roshan Mehta, 16 September 2013

      In my previous post, we looked at how to install the Dynamics CRM 2013 Server. In this post, we will take a look at the CRM 2013 Reporting Extensions installation process. Please note that this installation is for the CRM 2013 Beta edition and may change for the final release. Step 1 – Get Upd

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    • Installing Dynamics CRM 2013 for Outlook

      Roshan Mehta, 15 September 2013

      In this post, we will take a look at the installation process for Dynamics CRM 2013 for Outlook. Note that I am using the beta version for CRM 2013, so some screens might still contain references to “CRM 2011” such as the progress screen for file extraction. Step 1 – Extract Files

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    • Installing Dynamics CRM 2013 Server

      Roshan Mehta, 13 September 2013

      The process for installing Microsoft Dynamics CRM 2013 Server is very similar to the installation for CRM 2011, although there are a few new services that are installed. In this post, we will take a look at the CRM 2013 Server installation process. Note that I am installing the CRM 2013 Server Beta

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    • Search by Phone Number in CRM 2013

      Roshan Mehta, 12 September 2013

      One of the great improvements of CRM 2013 is the ability to quickly search for records. This is illustrated quite well when creating a new Phone Call activity when you need to identify the recipient of the phone call. In previous versions of CRM, you would have to use the lookup control to find a Co

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    • Improved View Filters in CRM 2013

      Roshan Mehta, 12 September 2013

      Microsoft Dynamics CRM 2011 introduced filtering for system views across multiple entities which allows users to apply Excel-like filters to different sets of data in order to drill down and categorise records. To save these filtered views, users would have to click on the View tab on the ribbon, bu

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    • Set Your Default Start Page in CRM 2013

      Roshan Mehta, 11 September 2013

      In CRM 2013, users have the ability to set their default start page which is the first screen they see when they login to CRM. Each user can configure their start page through the Personal Options screen, but there are a number of different options available based on their job role. The basic config

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    • Quickly Create Records in CRM 2013

      Roshan Mehta, 09 September 2013

      I have been working with Dynamics CRM since version 4.0 and I must admit that one of the headaches is the ability to quickly create records. How many times have you had to create an inbound Phone Call activity in CRM only to find that it is difficult to link it to a Contact since they don’t ex

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    • CRM 2013 – Recently Viewed Records

      Roshan Mehta, 08 September 2013

      The ability to quickly find recently viewed records is a popular feature with CRM 2011 and allows users to get their jobs done fast! Users can find the “Recently Viewed Records” option on the navigation pane next to the “Home” button. This feature has been taken forward into

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