While 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 readingI was digging through a customer’s CRM database today to determine where all of the space had gone and thought I would share a couple of SQL scripts I created to help. Note: You’ll need Administrator access to SQL to run these scripts. This script will give you a summary of all Annotations, broken down […]
Continue readingAs Microsoft Dynamics CRM continues pushing towards the enterprise space, it becomes increasingly important to support the requirements of the enterprise—not only through the product but also in terms of functionality, scale, resilience, and security. From an implementation perspective, enterprises expect to be able to have structured, repeatable processes that are predictable and well documented […]
Continue readingI don’t think enough Dynamics CRM developers understand the amount of time and effort that the SDK team has put into creating documentation and samples so that we may better understand and use the product. So, I thought I’d throw out some numbers and compare the CRM 4.0 SDK with the 2011 SDK: Dynamics […]
Continue readingI’ve uploaded the recording and supporting materials from last week’s webinar to my CRM Accelerators site: JavaScript Conversion Discussions Webinar Recording and Materials
Continue readingHandling exceptions is an important part of any development effort. In the past few months, I’ve run across several instances where exceptions are not being properly handled in custom workflow activities. Normally, this doesn’t actually cause issues with the workflows in which the custom workflow activities are being used: The workflow step will fail with […]
Continue readingI my class last week we were discussing customizing CRM and the need to translate custom text and option set labels into other languages. Last weekend, by accident, I found this topic: Create Solutions That Support Multiple Languages Which discusses a variety of techniques related to custom solutions and handling multiple languages. The specific sub-topic […]
Continue readingIn CRM 4.0 the values returned from a Picklist were integers represented as strings. If you were referring to a Picklist value, you would refer to it like this: if (crmForm.all.new_picklist.DataValue == "2") { // do something } In CRM 2011, the OptionSet value is returned as a true integer so the following code […]
Continue reading[note to myself] Removing a JavaScript library from a form will cause all events that reference that library to be removed as well.
Continue readingOne of the new features Microsoft included in Dynamics CRM 2011 is the ability to create entities which are e-mail enabled. When you initially create the entity, you have the option of "sending e-mail", as you can see below: Note: This decision must be made at the time of creation, since you can’t modify this […]
Continue readingThis week, while working on a migration from CRM 4.0 to 2011, I discovered a need to back up my web resources so that we could transfer them easily from our prototype environment to the new production environment that will be created tonight. Rather than create a new utility, I just decided to modify my […]
Continue readingIf you’ve ever explored the CRM SDK folder system, then you have probably noticed it includes various unexpected goodies, which is the topic for today’s article. Look in: sdk\resources\images and you will find 2,540 files representing the various user interface components, such as icons. So, if you’ve ever needed to create an add-on that needs […]
Continue readingIf you have ever worked with the Dynamics CRM Opportunity, you know that it contains a function to recalculate the opportunity when you have selected System Calculated for the Revenue. Here are the major areas of focus for this discussion: When the user presses the Recalculate button on the Ribbon, all of the associated […]
Continue readingRevised 4/16/2012: Added checks for control type to prevent exceptions. I ran into a need to build a list of all of the fields found in all of the sections of a tab, within Dynamics CRM 2011. Here is the JavaScript to do that: function getFieldListFromTab(tabId) { var fieldList = new Array(); var tab […]
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