In Microsoft Dynamics CRM 2011 or 2013, when you have a chart summarizing a decimal or currency field, by default your chart values will contain decimals. What if you want to round to whole numbers? To do this, you will need to export the chart XML. For a system chart, navigate to your solution to […]
On the Marketing List entity one of the required fields is Type, which is a two option field with the default value of Static. If you are in a rush as you create a new marketing list, give it a name, set targeted at – contacts, leads, accounts it is now ready to be saved. […]
If you upgrade to Microsoft Dynamics CRM 2013 and you find that one of the Command Bar buttons don’t work, reset the ribbon for the entity. Create a solution that just includes the entity with the button that isn’t working correctly and export from CRM. Extract the customization zip file. Open the customization.xml file in the editor […]
There is no out of the box support for multi-select pick lists in Dynamics CRM but since the latest UI improvements in CRM2013 you can use a standard N:N Relationship with form sub-grid to get a most respectable multiple selection form field. For example, if we wanted a ‘Languages Spoken’ pick list on a Contact […]
In the CRM 2011 / CRM 2013 form editor you, double-click on a form section to go to it’s properties. Now, click on the Formatting tab, you can scroll to the bottom and find the setting called “Field Label Position”. This setting will allow you to move the field labels to the top of the […]
Shan McArthur, our fellow MVP, asked the other day: How can we order workflows? For example, I have an auto-number workflow that adds a case number to an entity, and I want that workflow to run before another workflow. I considered using wait states – i.e.: workflow 2 waits until the case number is not […]
Do your users have a CRM process that requires them to perform two unrelated actions in CRM? For example, a marketing department needs to run a mail merge and then have a workflow update the same selected records. Since these are separate actions, it can be cumbersome to the users, and can also have a […]
One of the more powerful things that can be done with a dialog is querying data. You can query data in CRM to populate a picklist, and my favorite use of it is to query data and then base a conditional action on the record count. Consider this scenario: You sell to businesses, you have […]
One of the most valuable input channels for CRM customizers and developers is direct feedback from the users. The problem is that average user is either too reluctant or too busy to spend time on feedback and that pretty much rules out third-party systems like getsatisfaction, uservoice, etc, however useful and clever they might be. […]
Running workflows always cache the definitions and are unaffected by any future definition changes. This behavior is by design, however, occasionally it’s desirable to have some of the steps to use the latest definitions, e.g. content of the email. Isolating these steps into a separate child workflow effectively allows users to modify properties of a […]
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