On the Marketing List entity one of the required fields is Type, which is a two option field with the default value of Static. If you are in a rush as you create a new marketing list, give it a name, set targeted at – contacts, leads, accounts it is now ready to be saved. […]
If you upgrade to Microsoft Dynamics CRM 2013 and you find that one of the Command Bar buttons don’t work, reset the ribbon for the entity. Create a solution that just includes the entity with the button that isn’t working correctly and export from CRM. Extract the customization zip file. Open the customization.xml file in the editor […]
Executing real-time workflows has it’s own security setting. It is in addition to and separate from executing a background workflow. Open up the security role, move the Customization tab, scroll down to Miscellaneous Privileges and assign the appropriate scope.
This is quite an old one but I keep finding people that don’t know about it. To quickly open your user settings record without hunting for a lookup link to your user record: Click on the settings cogwheel (in the top right hand corner next to your profile picture) Click Options Click on the user […]
If you have a date/time attribute as part of your Business Process Flow, you may notice that the time dropdown does not quite fit on BPF ribbon: Currently there is no solution to the problem, but there is a simple workaround: change your personal time format to a 24 hours format. Click on the Settings […]
So you decided to follow tip 46 and use process flows instead of the sales stage field. How do you update your existing records? If you open a closed opportunity, for example, the record (and the process flow stage) will be non editable. First, understand how the process and stage are stored on the record. if […]
There is no out of the box support for multi-select pick lists in Dynamics CRM but since the latest UI improvements in CRM2013 you can use a standard N:N Relationship with form sub-grid to get a most respectable multiple selection form field. For example, if we wanted a ‘Languages Spoken’ pick list on a Contact […]
In Microsoft Dynamics CRM 2013, the Business Process Flow is a great way to keep track of where you are in your sales (or any other type of) process. There are also other methods, left over from previous versions of CRM, such as the Close Probability field and Sales Stage field. It can be tempting […]
In the CRM 2011 / CRM 2013 form editor you, double-click on a form section to go to it’s properties. Now, click on the Formatting tab, you can scroll to the bottom and find the setting called “Field Label Position”. This setting will allow you to move the field labels to the top of the […]
If you’ve been rigorously following our tips, you should have downloaded Update Rollup 1 for CRM 2013 by now. If you are a developer at heart, you’d want latest Microsoft Dynamics CRM SDK as well and, what do you know, version 6.02 has recently been released. Despite seemingly unimportant version number, this is no ordinary […]
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