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 […]
Continue readingWhen customizing Dynamics CRM you should always keep the end-user experience in mind. One item that sometimes escapes configuration is the display of bit fields, which are generally Yes or No values. Note: CRM 4.0 uses the attribute type bit while CRM 2011 uses the field type two options. For the sake of consistency, I’ll […]
Continue readingWell I entered the Rock, Paper, Azure contest and for the most part, got my butt kicked. Mostly because I had little time to invest. It was an uncommon (for me) 60-hour work week proceeding Convergence 2011 and I didn’t have too much time to invest in my little game-playing bot. Here are my statistics: […]
Continue readingI was deleting an unused lookup from a custom entity when I received and error stating that I could not delete the relationship because of a dependence. That was odd, I thought. I had removed it from the form, published all customizations, and made sure that it wasn’t used anywhere else. But still, this error […]
Continue readingThis tip has existed since at least CRM 4.0, but I’ve been creating a lot of security roles on my current project and I thought it was worth repeating. Toggle All Privileges per Entity If you click once on the name of the Entity, the privileges for the entire row will be cycled to the […]
Continue readingIf you have ever had to connect to IIS to perform remote debugging you have probably encountered an situation where you have more than one IIS worker process running. This worker process, w3wp.exe, is responsible for running the IIS web site and depending upon the number of web sites that you may have on a […]
Continue readingThere are occasions where you need to abort the saving of a record within CRM. This is accomplished by using JavaScript to instruct CRM to prevent the default action ( which is a save operation ). This requires a small piece of JavaScript in the OnSave Event which we will do in the following steps: […]
Continue readingI am going to admit up front I may be the only person using CRM 2011 to have this problem, but just in case there is another developer out there, I wanted to share a little best practice that I have taught myself. When navigating the CRM 2011 customization treeview it is easy to become […]
Continue readingIn our last article, we discussed the creation of bulk deletion jobs. In this article we are going to discuss the finer points of managing those bulk delete jobs. Under the Settings area, you will find a Data Management link which, among other tasks, contains an operation for Bulk Record Deletion: Bulk record deletion operations […]
Continue readingI was entering some sample data when I happened to notice the Delete button on the ribbon contained an arrow. Hmm, I wondered, what does that arrow do if I push it. Here’s what it does: Very good. Not only can you delete the currently selected records, but you can also create a bulk-delete job […]
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