If you have ever wondered if Dynamics CRM is holding on to your email and not sending it, there is a way to check: CRM 2011 In CRM 2011, just perform the following steps: 1) Select your Workplace area. 2) Click Activities. 3) Change your Activities view to E-mail. 4) Select My Pending E-mails: This […]
Continue readingThe CRM 2011 SDK makes use of the JavaScript namespace feature. I am curious if anyone currently developing for CRM 2011 is also using namespaces. If you are, add a comment to this post or send me an email. Mitch at infinite-x dot net
Continue readingThere is an often overlooked feature within the CRM web client that allows you to view the properties of a record. Here’s how it works: 1) Open a CRM record. 2) Click the File tab, then select properties: 3) The following dialog will be displayed: As you can see, it has created and modified information […]
Continue readingThis weekend while working on new product I realized it would be of tremendous use to have a bulk-delete job remove log records once per month. After looking around, I noticed that the bulkdeleterequest sample was no longer in the CRM 2011 SDK so I decided to update the bulk delete operation section so show […]
Continue readingI found something quite interesting while working on my CRM Migration Assistant JavaScript conversion tool. We you create a web resource, you, the developer, are responsible for prepending the name of the web resource with the proper Customization Prefix. The second rather interesting fact is that CRM doesn’t care what that prefix is. It seems […]
Continue readingBack in 2009 I released a small Visual Studio solution that contained all you needed to get started connecting and communicating with CRM 4.0: CRM 4.0 Development Skeleton It was fairly popular, having almost 1,000 downloads over the course of almost two years. I finally blocked out the time and updated the skeleton for CRM […]
Continue readingI’ve updated my Export JavaScript utility to work with CRM 2011. You may download it here. The operation is pretty simple: 1) Connect to CRM 2) Select an organization 3) Select a solution. 4) Select the version of Visual Studio you work with. 5) Click Export. Here’s the user interface: It will extract the JavaScript […]
Continue readingIn 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 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 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 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 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 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 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: […]
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