As I’m working through the tutorials and other documentation I realize that you’re going to need quite a few icons and images for my applications. A possibility of 11 to be exact, depending on if I’m creating a universal app or targeting only a specific platform. Here is the summary: Location Size App Icon (iPhone)s […]
Continue readingVulnerabilities in .NET Framework Could Allow Elevation of Privilege (2638420) Microsoft has release a fix for a security vulnerability identified at a security conference yesterday. Since Microsoft Dynamics CRM is an ASP.NET application, any servers running CRM could be affected. Here is a summary of the issue from the above site. Please review Microsoft’s recommendations […]
Continue readingBoy oh boy, talk about a learning curve. It is not rocket science by any means, but learning how the new tools work, and work together, makes for some long self-education sessions. The biggest issue that I face is just plain not knowing and/or understanding the various messages that get displayed or reported. As a […]
Continue readingViews 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 […]
Continue readingI have been attempting to carve out time in my schedule to work with Xamarin’s Monotouch framework for developing applications on the iOS platform – iPhone, iPad, etc. ( I also own a license for Mono for Android but that may be another story altogether. ) Finally, due to the inevitable end-of-year slow-down, the time […]
Continue readingWhen customizing the ribbon of an Entity, it is important to note that the ribbon is part of the Entity itself, not the Application Ribbon. This means that if you are creating a solution, you only have to include the Entity component, not the Application Ribbon component.
Continue readingThis week I learned, again, the importance of including the SiteMap in a custom solution. If you do not add the SiteMap to your solution, and you’ve specified that custom entities be displayed within it, then CRM will not be instructed to modify the SiteMap to when the Solution is imported and your custom entity […]
Continue readingYou can customize the CRM 2011 Ribbon to add additional functionality via buttons, for example. When you add such a button, you use Web Resources to identify things such as icons and JavaScript functions, like this: $webresource:new_CloneRecord.js $webresource:new_CloneRecord32x32 It important to remember that any Web Resources referenced by the Ribbon exist ( added to CRM […]
Continue readingIn case you didn’t know, there is a refresh button built into the display of each and every View within CRM. If you look in the upper-right corner of the View, you’ll see two circular-green arrows: Clicking this button will refresh the contents of the grid. There is one caveat, however: If you have altered […]
Continue readingI just realized that unlike other number fields, the default minimum value for the currency field type is 0: While it may not apply to all situations, it is probably that the user may need to enter in a negative number so this value must be replaced, with a relevant negative limit. Otherwise, the user […]
Continue readingDana Martens of Microsoft posted an article on the CRM Team Blog about some tools and techniques that will help you help the support team when you open a support case. http://blogs.msdn.com/b/crm/archive/2011/12/13/help-get-your-case-solved-faster-using-diagnostics.aspx If you submit cases through CustomerSource or PartnerSource, it’s worth reading and is something that I try to do whenever I open a […]
Continue readingI noticed something rather interesting regarding the way CRM 2011 handles the OnChange event for a Two Option ( or bit field in CRM 4.0 terminology ). Bit fields can be displayed in one of the following styles: Radio Buttons Note: This is the default configuration. Checkbox List The OnChange Event The normal CRM […]
Continue readingDynamics CRM 2011 introduced us to Solutions, which are self-contained packages of components, customize CRM 2011 to add specific features and/or entities. Like the exported customizations in CRM 4.0, a solution file is a ZIP file, but it can contain a variety of information. Here is a sample of the contents: Files: [Content_Types].xml customizations.xml solution.xml […]
Continue readingHere is a list of my tips CRM 4.0 to CRM 2011 upgrade tips, as published on my CRM Accelerators site: Tip #1: Export your customizations Tip #2: Know your plugins Tip #3: Clean up the System Job and Workflow Job Tables Tip #4: Clean up old Synch table entries Tip #5: Remove unsupported database […]
Continue readingOne of the settings that is available to a Dynamics CRM administrator is the ability to change the format of the full name. The options can be seen below: I’ve seen a few customers change the the format from the default, First Name Last Name, to Last Name, First Name. This allows you […]
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