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If you were an early adopter of CRM 2013, you will be happy to hear that Update Rollup 1 is available for Microsoft Dynamics CRM 2013. Get the download here. Read the knowledge base article here, which details everything that is changed in Update Rollup 1.
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 #29: Solve missing permission issues
Sometimes, especially when you upgrade CRM or you add new entities, one of your users may see an error message like this: This error means that the user’s security role is missing a permission required for the object they are trying to view or the action they are trying to do. In this example, the […]
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 #25: Make bit fields required in Business Process Flows
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, […]
Tip #22: Install Dynamics CRM with precreated database
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 […]
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 #16: Add OnChange events to the Dynamics CRM 2013 Address Control
Microsoft Dynamics CRM 2013 adds a new control for addresses that displays the address inside of a single field. This is fantastic, because it saves a lot of space on the form (compared with separate address fields), and it is consistent with how other applications, like Outlook, handle addresses. So what if you have form […]