I am very honored to have Joel as my fellow CRM tipster. Most of the time, that is. Sometimes I find myself closely studying the state of my own footware thinking if I should ever be seen in one room with that person. Take, for example, this post. Update each message for the entity, replacing […]
You are implementing Dynamics CRM, and you don’t like the entity name “Accounts.” Maybe you work for a bank, where account has a specific meaning in your organization. So you rename the entity to “Company.” That was easy. Not so fast. Just changing the name of the entity to “Company” will change the name of […]
In a comment on Tip 211: When upgrading, don’t forget the team form, Pebo asked “what about the possibility for showing roles in subgrids of teams and user forms?” This is a great question, and we have an answer. First, you need to understand security roles in Dynamics CRM. There is not just one record for […]
If you have a user who does not see the latest customization changes in the CRM tablet app, check the last time that the user’s tablet app synced customization changes. Click the options (…) button in the lower right corner, click “Settings,” then “About.” The “About” screen gives some useful information, such as the app […]
True ninja knows Himitsu iri or the art of “Silent movement”. Ability to move quickly and without screeching mouse noise is crucial when it comes to quickly whipping a prototype or putting out fire in production. Minimizing mouse movements is important skill that keeps your boss, your customers and your wrist happy. These are just […]
I received an excellent question this morning: “Dear Tip, why can’t I do a funnel or pie chart? These buttons are grayed out!” The reason the buttons for funnel and pie are grayed out is because the chart definition includes multiple categories. Pie and funnel charts only support single groupings (series and category). When doing […]
Entity Image is introduced Dynamics CRM 2013. This is a really useful feature where we could have better presentation to quickly glance on the record. As the adage says: “A picture is worth a thousand words”. It seems quite common requirements for customizing the form, but it is not automatically enabled on the form. To […]
Sometimes you need to perform checks or calculations against each record in a particular entity. If you have a sizable on premises deployment, it could be that the marketing department just came out with a new algorithm to rank the customers and some voodoo needs to be done for every account record. If you are […]
Dynamics CRM includes some system dialogs that are very useful, but cannot be customized. Some of these include close opportunity, resolve case, and others. Let’s say that you want to use the close opportunity button, but you don’t want to record revenue using the actual revenue field. Having users use the standard opportunity close dialogs […]
On one of your forms you notice that you no longer have the navigation bar/navigation menu. Typically this is the right-most drop down menu on the top of the form, but for a specific entity, you notice it is missing. Click the “Form Properties” button and go to the “Display” tab. On this tab there is […]
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