In 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 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 readingPeople new to Dynamics CRM are sometimes a little confused, and sometimes baffled, by the user interface. The most important thing to remember is that Dynamics CRM is a web application, even though there are times when it doesn’t look or act like a web application. Since it is a web application, we get all […]
Continue readingIt is worth nothing that there was a major change in the way that Dynamics CRM handles the deletion of records. In CRM 4.0, records were merely "marked" for deletion when the user deleted the record. An automated process would occur once every 24 hours to physically remove the records from the database. In CRM […]
Continue readingThis is actually a repost from this article, but it seems a lot of people are running into the error so I thought I’d repost it. If you plan on writing anything that uses the CRM 2011 SDK, you may at some point run into the following error message: The application terminated with an error. […]
Continue readingAs you may know, Microsoft Dynamics CRM has a log of parts and pieces and sometimes it is difficult to determine what data goes into what box. Part of the problem is that when Dynamics CRM is first installed, it is a blank canvas, with no data to show you the interactions between the various […]
Continue readingWhen you attempt to delete a field with in Dynamics CRM, a check will be performed to see if the field is being referenced. Here are some of the locations it will check: Forms ( published and unpublished ) Views ( published and unpublished ) If any references are found, the following error message will […]
Continue readingHere are some keyboard shortcuts that you may not have been aware of when working in the CRM 2011 form editor: Arrow Keys Move the selected item Delete key Deletes an item Enter Key Displays the property dialog Ctrl+Z, Ctrl+Y, Ctrl+S Undo, Redo, Save
Continue readingThe Dynamics CRM User Assistance team has released two new pieces of user documentation: Quick Start guide for Microsoft Dynamics CRM business users (direct download) Quick Start guide for Microsoft Dynamics CRM for Outlook users (direct download)
Continue readingCRM 2011, by default, displays a feature at the top of every data view called the Getting Started Pane. Here’s how it looks for Contacts: This is great for new users, but after some period of time, you may wish to have that screen real estate to show more records on the screen. Luckily, you […]
Continue readingLet’s say I have a report of my CRM leads that looks like this: Very simple, just name, created on date, and their email address. The only problem is that I could really care less what time they were created, I just need the date. Here’s how you fix that issue: Export the report The […]
Continue readingAn excellent post today from EMEA Dynamics CRM Support that is worth sharing: CRM Debug Information Page Each CRM installation has an out-of-the box ASPX page that contains basic information regarding your CRM (verified for CRM 4.0 and CRM 2011) installation. If you refer to the following URL: http://ServerName:Port/OrgName/home/home_debug.aspx (replace ServerName, Port and OrgName to […]
Continue reading