Tip #265: Administrator updates of read-only fields

If you have fields on your CRM form that are read only, it can make administration difficult. For example, if you have read only fields, you cannot bulk update the fields, and you can’t edit the field from the workflow designer. Sure you can customize the form, make the fields editable, and then bulk update the fields, […]

Tip #263: Avoid unnecessary plugin execution

Filter the attributes in Visual Studio

Inspired by our rather radical approach to enforcing development discipline, Andre “I’ve got 88 in my handle” Margono decided to pick on another sinful habit in development, this time within plugin development. Corporal punishment triggering behavior this time is to select all attributes as filtering attributes for Update message. Unfortunately, plugin registration tool that comes […]

Tip #260: Globally manage user settings in CRM

In Dynamics CRM, settings like default currency, number of records per page of view, and email tracking options are stored in the MSCRM database as user settings. This means that a user manages these settings. There are supported ways of updating these settings via the SDK, but Microsoft does not provide a UI for administrators […]

Tip #259: Upload files to CRM from OneDrive, DropBox or Google Drive

I love the availability of vast amounts of low-cost online storage these days. Microsoft just bumped up my OneDrive to unlimited space, and DropBox is giving me one TB. This means that I can get whatever files I need from almost any device. So if you use a cloud provider as your primary storage medium, […]

Tip #258: Say ‘negative’ to negative entitlements

Negative entitlement terms

If you started to explore enhancements to customer service functionality that came with 2013 SP1/Spring 2014 release, you know that entitlements can be an interesting and challenging beast to deal with. For example, consider a situation when allocation type is set to number of cases and you decrease remaining terms on case resolution. Nothing in […]