Tip #1033: Use Fiddler to boost client-side development

Fiddler crab

Today’s tip is from Matt Beard – thank you! And, hey, you can be a guest tipster too – just send your tip to jar@crmtipoftheday.com. As a CRM developer, I regularly run through this exact process step by step when writing WebResources such as HTML or Javascript and I’m sure others do too. Write your […]

Tip #946: Online Management API for Dynamics 365 Customer Engagement is here

Remote control

Today is a good day if you care about development, and ALM in particular. I’ll be paraphrasing Matt “SDK Deity” Barbour in this post but the news is too big to spend time prettifying it. What is it? It’s a REST API that lets you create and manage Customer Engagement instances in your Office 365 […]

Tip #403: Introducing the CRM Audio Podcast

Can’t get enough of the CRM Tipsters? Good news! You can now subscribe to our podcast. CRM Audio is a podcast about Dynamics CRM hosted by Joel Lindstrom, George Doubinski, and Shawn Tabor. A roundtable discussion of all things CRM, including what’s new, best practices, and answers to your CRM questions. We will feature (hopefully) […]

Tip #374: NOT IN for the rest of us

Those with black belt in XML are familiar with the technique of building a FetchXML expression for NOT IN clause (e.g. accounts with no activities) and then sneaking that XML into a view definition to create non-editable view that returns the desired results. What about the rest of us who don’t have the skillz or […]

Tip #320: You have it all backward (compatible)

Backward compatibility is taken by CRM team very seriously. Another good example of this, sometimes insane, compatibility is how CRM treats URLs. The ability to open any form or view in CRM 4.0, and also dialogs, reports and dashboards in CRM Online and CRM 201x is an awesome way to create mashups, and for an […]

Tip #265: Administrator updates of read-only fields

If you have fields on your CRM form that are read only, it can make administration difficult. For example, if you have read only fields, you cannot bulk update the fields, and you can’t edit the field from the workflow designer. Sure you can customize the form, make the fields editable, and then bulk update the fields, […]

Tip #213: Add a subgrid of related security roles to the user or team form

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 […]