Tip #22: Install Dynamics CRM with precreated database

In some enterprises, database administrators wish to have greater control over the database creation process for CRM installations. This can be for security reasons, naming databases a certain structure, or controlling how the database files are structured. The CRM implementation guide does not include a pre-created database option, but it is possible to do in a supported […]

Tip #20: Use alertDialog and confirmDialog to display messages to users

If your javascript code is peppered with alerts and confirms, it’s time to stock up on the invigorating drink of your choice and rewrite. The reason is very simple – CRM for tablets does not like anything that blocks execution. New stablemates are alertDialog and confirmDialog – use them to display messages to users and […]

Tip #18: How to disable export from the reports

Sometimes there is a requirement to stop users from being able to export CRM reports. Take away Export to Excel privilege and reports will be displayed without the export button. Dependency on Excel export privilege is, perhaps, a bit unintuitive, and the privilege covers not only Excel but other export formats as well. Privilege is […]

Tip #17: Search SDK like a pro

One good thing about local copy of the Dynamics CRM SDK documentation is that it restricts the search to the SDK itself. Local copy can be searched without usual distractions of online search like advertisements or third-party posts about SDK. Either 2011 or 2013 version of SDK can be downloaded, then installed and searched locally. […]

Tip #16: Add OnChange events to the Dynamics CRM 2013 Address Control

address

Microsoft Dynamics CRM 2013 adds a new control for addresses that displays the address inside of a single field. This is fantastic, because it saves a lot of space on the form (compared with separate address fields), and it is consistent with how other applications, like Outlook, handle addresses. So what if you have form […]

Tip #15: Auto refresh CRM dashboard

Some implementations manage fast-paced processes that bring fresh data to CRM every minute (for example, busy call center). Dashboards in these scenarios can be very useful, however they will age very quickly and potentially display obsolete information. While it is probably not an issue for the most end-users who drive CRM interface as part of […]

Tip #14: CRM Gustronomy – apply security roles to dashboards

System dashboards in CRM 2011 are visible to all users regardless of their roles and permissions. The only supported way to expose dashboard to a selective group of users is to create a personal dashboard and then share it. CRM 2013 added ability to apply security roles to the dashboards making it much easier to […]

Tip #13: CRM Gustronomy – how to delete a field

One of my pet annoyances with CRM form editor in 2011 and 2013 has always been inconsistency in field handling. It is so easy to create a new field but impossible to delete one. Or so I thought, until MVP comrade Gonzalez showed me a very clever way to nuke a field. Instructions in a […]