George, work location just keep disappearing for multiple contact records “This is not happening”, I thought to myself, there are no workflows, no scripts, no – gasp! – triggers on contact entity in this particular implementation. But surely enough, enter a value into the custom work location field and it will disappear shortly afterwards. Then […]
When creating new entity in CRM organisation, there is a temptation to click, click, click, create the entity and quickly proceed onto customizing form, adding fields and creating mighty relationships. Isn’t it what the power of Dynamics CRM is all about? Well, yes and no. Pause for a second, take a deep breath and think […]
While working on the solution for stuck emails, I needed values for various status reasons for email entity to intelligently hide/display RESEND button depending on email record status. Quick look in local SDK help yielded zilch. Online version – bupkis. Hmmm, I do remember metadata pages in 2011… Ah, here it is and, indeed, there […]
We use email router to send outbound CRM emails via Office 365 accounts. In our configuration email router is set to use user’s credentials, i.e. we need to enter our O365 passwords in user settings in CRM. When password in O365 expires, people (read: me) simply forget to adjust passwords in CRM, especially those for […]
In case you don’t spend your afternoons lazily browsing MSDN pages online and missed this news, CRM SDK is now available online. Is it such a big deal? Not really, because you can always download latest SDK but Online version is always up-to-date When in need of a reference whilst discussing development topics, we can […]
If you decided to follow our previous tip and cancel workflows only when necessary, you may wonder what does the Set Properties button for this step do. As it turns out, stopping workflow has a single property called Status message: The best use of this property comes with the new real-time workflows in CRM 2013. […]
When a workflow needs to be stopped, workflow editor offers two choices: Succeeded and Canceled. The main difference is that Canceled status is considered to be an error which has the following implications: Log records are retained (if flag is set to retain logs for failed workflows). For real-time workflows the transaction the workflow is […]
As some people noticed, in CRM 2013 OnLoad event handlers are not firing after save of the form. This is by design as form saves and refreshes are now granular. That means that some of the code migrated from 2011 may not work as expected if it relies on OnLoad event being fired after every […]
At Convergence 2014, the tipsters participated in some “Ask the MVP” sessions. There were many great questions, but one question kept coming up time and time again, no matter whether the session was for administrators or developers. That’s right: how to deal with timezones when date-only field is used. Since our tipping truck is a […]
Today’s tip was supposed to be called “Why it’s very important to keep your SDK up to date” but instead I named it after the updated functionality that was added to CRM Online, released for onpremises in UR1 and documented in the December update of the SDK. Previously, if you wanted to notify user about […]
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