Category Archives for "Misc"

1 Changing the Lead Qualification Status Values

The Lead Entity within Microsoft Dynamics CRM 2011 is used to track your relationship with prospective customers. At some point in the relationship, they change from being simply a Lead into either a customer or someone who is no longer a prospect. The Lead Qualification Process Here is how leads are generally worked by a […]

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Multi-Column Sorting Views in Dynamics CRM 2011

Views within Microsoft Dynamics CRM 2011, by default, support up to two pre-defined sortable columns, which are selected when the view is defined. However, it is possible to manually sort any View on multiple columns using a combination of your mouse and keyboard. Let’s walk through the process: Here is a view of some Contact […]

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CRM 2011 Tip o’the Day: Keyboard Shortcuts

It’s amazing what you can find browsing through the help file or manual sometimes. Case in point: Did you know Dynamics CRM had hotkeys for certain operations? Well it does.  Here they are, grouped by functional area:   General Keyboard Shortcuts Action Press Copy text Ctrl+C Paste text Ctrl+V Undo previous text change Ctrl+Z Save […]

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13 Adding form labels using HTML web resources

Occasionally, I have a requirement where a user must complete one of two fields on the form. This presents some challenges since you can’t make them both required. Additionally, you need a visual indicator that one selection or the other need to be selected. Here is a sample of how such a configuration would exist […]

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14 CRM 2011: Adding a view to the sitemap

Occasionally I have requirements to add links to the CRM Sitemap that are pointers to specific system views that we’ve created.  For example, here we have a link for Vendors that points to a system view that was created on the Account Entity which uses a Filter of Relationship Type = Vendor: So, how do […]

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