of the Day
One of the more powerful things that can be done with a dialog is querying data. You can query data in CRM to populate a picklist, and my favorite use of it is to query data and then base a conditional action on the record count. Consider this scenario: You sell to businesses, you have […]
In the new Business Process Flow functionality in CRM 2013, what if you want to have a bit field that must equal yes before the user can advance to the next process stage? When you add a new bit (two option) field with the default values and make it required, when the record is viewed, […]
In Microsoft Dynamics CRM, the contact and account entity form display the first two addresses for the customer, and by default, addresses 3 and greater are displayed in the address link on the navigation bar (AKA more addresses). Consider this scenario: you are a wealth management company, and some of your clients are retired “snowbirds” […]
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 […]
By default, the Microsoft Dynamics CRM user form does not display all related owned or created record relations, because the user entity is related to virtually every entity multiple times. However, you can add subgrids to the user form to display records filtered by any created by or owning user relationship. This can make the […]
In Microsoft Dynamics CRM, to add a record to a subgrid on a form, you hit the + button in the upper right hand corner. You will notice that for some subgrids you will get a lookup field, while others will give you a new record form. The reason for this different behavior is that […]
Sometimes you need to work in multiple CRM environments simultaneously. For example, if you are moving customization from a development environment to a production environment. This can be somewhat difficult if you have environments that are both CRM Online, but use different Office 365 accounts. If you just open your browser and log on to […]
Microsoft Dynamics CRM 2013 has been redesigned to simplify the user interface. As a result, several ribbon buttons were removed from the form. One of the buttons that you may miss is the “Save and New” button, which saves the current record then opens a new blank form. When creating multiple records, this is a […]
If a user is having issues with the CRM for Tablet app on Windows 8/8.1 or iPad, you can enable tracing in the app. This will generate a trace log and may give you some useful details, such as if the user is missing a security role, what role is missing. Read more at the […]
In Microsoft Dynamics CRM 2013, to use CRM for Tablets, the user’s security role must have the “CRM for Tablets” permission, but there is also another new permission needed to use the tablet apps. On the Customization tab of CRM security roles, there is a new privilege called “Application Metadata.” The user requires read access […]