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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
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
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 #19: How to hide a form
The only way to hide a form in CRM 2011 is to remove all security roles from the form. CRM 2013 adds ability to deactivate the form making it unavailable to all users. As expected, form list command bar now has Activate/Deactivate buttons to toggle the status. The buttons are “dumb”, they recognize neither the […]
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 #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 […]
Tip #11: Internet Explorer 11 and CRM mobile access
If you are one of the brave individuals who upgraded to Windows 8.1, you may find that Internet Explorer now has a new shiny version number — 11. Or, perhaps, you were game enough to download and install IE 11 for Windows 7. Since CRM 2011 has no clue what IE 11 is, it promptly […]
Tip #10: Use mouse wheel to navigate the sitemap
Sitemap navigation has dramatically changed in CRM 2013 with horizontal layout replacing classical sitemap tree of CRM 2011. If group contains large number of subareas, horizontal scrolling is added. Large and shiny 24″+ monitors with high resolutions just compound the issue if you need to get to the rightmost item in a large group. Mouse […]