Tip #253: Keep your emails unique

Matching Senders Account

Say, you want to do some checks for inbound emails on Senders Account. It will work well until one of other email-enabled entities (typically systemuser) has a record with the same email address. Having multiple system entities (systemuser, contact, account) with the same email is a bad idea because, when system starts matching sender’s email […]

Tip #250: Where do you see Advanced Find View

One of the system views for every entity in any CRM organization is so called Advanced Find View. It’s rarely customized, probably because there is no clear understanding when and how this view is used. System entities might have some columns added to this view while all custom entities receive Name and Created On ubiquitous […]

Tip #236: How to be a time[r] lord

Timer Control

Spring ’14/SP1 release has introduced a number of very exciting features to the customer service functionality of Dynamics CRM including Service Level Agrements and Entitlements. The decision also has been made to introduce Spießrutenlaufen, previously reserved for developers, to the customer service officers. Yes, I’m talking about timer control The other good news is that […]

Tip #211: When upgrading, don’t forget the team form

When upgrading a deployment of Microsoft Dynamics CRM to version 2013, it is easy to overlook some of the back-end forms. These don’t get the attention of entities like Accounts and Cases, but they are very important to the people who use them. One of my favorite new forms in 2013 is the Team form. […]

Tip #199: Form customizing ninja

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 […]

Tip #190: IFD and Dynamic Excel Export

If you are facing the login window appearing in the Excel sheet after creating a dynamic Excel export from an IFD-enabled CRM organization, then there’s still a way to get the data into the Excel sheet: Export the Dynamic Worksheets (or Pivot Tables) from Microsoft Dynamics CRM. Open the Dynamic Worksheets with Excel. Excel will […]

Tip #166: Become role customizer ninja

Role Editor

If you frequently modify security role and your wrist hurts because of all tiny mouse movements, there are some undocumented explicit links on the role dialog that could make your life much easier. Clicking on the entity name (e.g. Account) will cycle all privileges for this entity (i.e. Create, Read, etc) through all access levels […]