Tip #43: Embed a pre-filtered report in an iFrame

One of the benefits of the Microsoft Dynamics CRM SSRS pre-filtering capabilities is that you can run a report in context of a record, such as an account, so when you run the report, it just shows data related to that record. Reports can also be embedded in forms with iFrames, and prefiltering is very […]

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 #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 #15: Auto refresh CRM dashboard

Some implementations manage fast-paced processes that bring fresh data to CRM every minute (for example, busy call center). Dashboards in these scenarios can be very useful, however they will age very quickly and potentially display obsolete information. While it is probably not an issue for the most end-users who drive CRM interface as part of […]