In case you didn’t know, each CRM user can change their initial web client startup experience by modifying several different settings that control how the home page is displayed. Let’s walk through the process: Changing the Workplace You access your personal options through File, Options: When the Set Personal Options dialog is displayed, click […]
Continue readingPeople have asked that question and I don’t know why, but it’s been a very long time since I’ve actually looked at the numbers behind the JavaScript conversion process that the CRM Migration Assistant performs. I was using an internal timer as part of the development process but the data was never exposed. So today […]
Continue readingPeople have asked that question and I don’t know why, but it’s been a very long time since I’ve actually looked at the numbers behind the JavaScript conversion process that the CRM Migration Assistant performs. I was using an internal timer as part of the development process but the data was never exposed. So today […]
Continue readingAs you may know, when you create an entity within CRM you specify which areas the entity is display in, using the following settings on the Entity Information screen: One of the final CRM customization tasks that needs to be performed is user-interface verification. This requires you open the data entry form for each of […]
Continue readingWe’ve pass the Platform Ready test for CRM 2011: Microsoft Platform Ready is proud to recognize CRM Accelerators for their compatible application on Microsoft Dynamics CRM 2011. You can find our entry in the Microsoft Dynamics Marketplace here.
Continue readingCRM 2011 includes a Developer Resources page which provides additional information and tools for the CRM developer. You find the page by navigating to: Settings, Customizations, Developer Resources, where the following page is display: So, how can I use this information? Organization Unique Name The Unique Name for an organization is the internal name […]
Continue readingUpdated: 9/30/2011. Version 1.1 Occasionally I find the need to extract a plugin from the CRM database. This could be caused by a variety of reasons: The person or vendor who wrote the program is no longer working with your company and you have no idea what the plugin does ( believe me, this happens […]
Continue readingWhen the CRM 2011 web client is opened, it performs a check to see if you have the Outlook client installed. If not, then it will display a notification at the top of the screen that will allow you to install the Outlook client, should you wish: This can be very annoying, should have not […]
Continue readingOne of the most powerful fields on the Dynamics CRM Contact entity is something called the Relationship Type. This field allows you to categorize your contacts by specifying who they are: customer, vendor, partner, etc. Unfortunately, for some unknown reason, this field is missing from the default CRM 2011 data entry form. Let’s walk through […]
Continue readingIt’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 […]
Continue readingI absolutely cannot emphasize this point enough: Before you begin the process of upgrading your CRM 4.0 organization to CRM 2011, perform an export of all of your customizations. With an exported customizations file, you have so many more opportunities for recovery, should something go wrong during or after the upgrade.
Continue readingI use Windows Live Writer (WLW) to compose my blog posts and quite frankly, it is the main reason I write such detailed articles. It connects directly to my WordPress-based blog and uploads posts, along with their associated images, with a single button-click. One of the things that I like about the combined WLW/WordPress is […]
Continue readingBy any odd chance have you ever noticed this new piece of chrome in the upper right corner of the CRM data entry forms: Those arrows allow you to move to the previous and next record in the current view without closing the form. Here’s a summary: Moves to the Previous Record. You may also […]
Continue readingIntroduction In case you didn’t know, it is a very bad practice to allow users to create contacts for employees of your company, using their company email address. It causes resolution issues when CRM attempts to automatically associate an inbound email with a person within CRM. If you have a CRM User with dummy@mycompany.com and […]
Continue readingI am proud to announce version 1.1 of the CRM Migration Assistant, our JavaScript conversion tool. In this release, we’ve added the following major features: Enhanced documentation on the conversion process Additional JavaScript conversions have been added to correct issues found by customers or our own research Conversion of JavaScript files from a folder The […]
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