[Dynamics CRM 2013] One of my customers emailed in a panic (rightfully so), because they could not create a Quote from an Opportunity. When they did so, the following error popped up: Actually, you have to hover over the error on the status bar to see it pop up. I looked around for 30 minutes […]
Continue readingAs most of you know, I have a several add-on products for Dynamics CRM developers, administrators, and consultants. They all share common user interface and application frameworks that I developed several years ago. When I first started writing these tools all I had to worry about was Dynamics CRM 4.0, which was pretty easy. Then […]
Continue reading[via Susan Bradley] The Excel team blog has an interesting article regarding Excel files generated by Dynamics CRM. Example Scenario: You have an Excel file that was created by Dynamics CRM. When double clicking on it in Windows Explorer, the file may try to open in Notepad or Windows Internet Explorer, rather than Excel […]
Continue readingHere is an interesting issue related to Dynamics CRM 2013 and the Outlook client. http://support2.microsoft.com/kb/2986728
Continue readingI ran into a facinating issue last week. It turns out that the new form for Contact doesn’t have a navigation link for More Addresses, as it did in the past. Here’s how to correct that issue: 1. Open the form editor for Contact. 2. On the Ribbon, Select Navigation from the Select group: 3. […]
Continue readingThe CRM team just released the new supported configuration information for the next release of CRM: http://blogs.msdn.com/b/crm/archive/2014/05/14/important-information-about-supported-configurations-in-the-next-major-release-for-crm.aspx
Continue readingI and into a situation this week that I have never encountered. Some of my workflows were in a waiting state and when I opened one to check for an error, this is what I saw: I had some issues with the transition to Office 365 (from Live ID) and I had to disable my […]
Continue readingUsing a static Marketing List to identify records where a specific criteria does not exist Today we have a guest post from fellow CRMUG D/FW member Torrey Landry. Background All Sales managers want to know what population of their target audience has not purchased a certain product. How do you build a view to tell […]
Continue readingIt seems Microsoft has started rolling out an update to CRM 2013 Online called, “Online2.’ Here is a link to the KB article: http://support.microsoft.com/kb/2925872 and here are the highlights: Online2 resolves the following issues: A custom entity that has multiple "inactive" status reasons can be deactivated without prompting the user to select the appropriate status. […]
Continue readingI just received a great link to a information page from one of the Microsoft folks: Check Out These Handy Links to Help for CRM 2013 Check it out when you have time.
Continue readingWay back when, like in version 3.0 and 4.0, Dynamics CRM had a hidden page that would display a list of entities and attributes in a concise list. That went away in version 2011 but the good folks on the CRM SDK team (Jim specifically), created a managed solution that was included in the SDK. […]
Continue readingWhile we’ve already discussed using the Quick View Menu to help with Dynamics CRM 2013 navigation, I thought I’d take the opportunity to show a technique to assist Dynamics CRM System Administrators. First of all, I would like you to download the CRM SiteMap Editor from Simpler Software: http://crmsolutionmanager.com/Download.aspx It’s free and is very helpful […]
Continue readingIf you have upgraded to Dynamics CRM 2013 you have probably noticed that the navigation has changed quite substantially. This has lead to an increased learning curve, at best, and a loss of productivity, at most. My friend and fellow CRM MVP Rhett Clinton has arrived on his white horse with a solution. Let me […]
Continue readingMy friend Rhett has created an excellent menu alternative should the current Dynamics CRM 2013 navigation. http://bingsoft.wordpress.com/2013/12/17/crm-2013-quick-view-menu/ Check it out.
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