Tip #32: Change your CRM Online URL

Stuck with a shortsighted choice of URL for your organization, like choosespain.crm.dynamics.com? Now you can easily change it in Office 365 Admin Center. Simply edit the URL and, if it’s available, it’s yours! Few things to be aware of: Old URL will be available for 24 hours after the change. Advise users of the new […]

Tip #30: Use ConnectionDialog for easy connection to CRM

If you’re writing Windows Forms or WPF application that needs to connect to a number of Dynamics CRM organizations on ad-hoc basis, e.g. custom tool, then try using ConnectionDialog class instead of home-grown connection code. It is very surprising how little attention receive CRM Developers Extensions in general and a little obscure but very handy […]

Tip #28: Beware of autosave in your scripts

CRM 2013 introduced autosave feature that, depending on a specific scenario, could be really helpful. There is also ability to switch autosave off across the organization using Administrator > System Settings dialog. Unfortunately, this flag only controls form behavior when user explicitly edits the record. The record will still be saved if user navigates away […]

Tip #26: Self-service for CRM users

One of the most valuable input channels for CRM customizers and developers is direct feedback from the users. The problem is that average user is either too reluctant or too busy to spend time on feedback and that pretty much rules out third-party systems like getsatisfaction, uservoice, etc, however useful and clever they might be. […]

Tip #24: Use children to update running workflow

Service Activity Reminder with Child workflow

Running workflows always cache the definitions and are unaffected by any future definition changes. This behavior is by design, however, occasionally it’s desirable to have some of the steps to use the latest definitions, e.g. content of the email. Isolating these steps into a separate child workflow effectively allows users to modify properties of a […]

Tip #21: Don’t work too hard

Happy Thanksgiving

To all our American friends, acquaintances, regular listeners and accidental visitors we wish Happy Thanksgiving. Don’t work too hard and remember to spend time with your loved ones. Our professional harvest this year includes formidable CRM 2013, let the next year see this game changer thriving and taking over the world. CRM Tipsters

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. […]