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 #192: Defensive script writing

Event Handler Dependencies

(Today’s tip is actually two-in-one but we’ll get to that.) Over the years as a CRM jackofalltrades I learned that to create truly reusable, bug-free and resilient systems is very important to write your scripts as if the next team member, who comes after you, dedicated their entire career to destroying your life’s work. Consider […]

Tip #188: How to Display Entity Image on CRM Form

Display Entity Image

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 […]

Tip #117: CRM for Tablets – Form Features not available

CRM 2013 Tablet App

CRM Organizations are starting to use the CRM Tablets application more and more. It is helpful to remind ourselves of some of the constraints that we are under in the existing release. Don’t despair though as I firmly believe we will see some of these solved directly or indirectly in upcoming releases. Additionally, you can […]

Tip #47: Simple multi-select lists in CRM 2013

Multi-select lists in CRM 2013

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 […]

Tip #19: How to hide a form

The only way to hide a form in CRM 2011 is to remove all security roles from the form. CRM 2013 adds ability to deactivate the form making it unavailable to all users. As expected, form list command bar now has Activate/Deactivate buttons to toggle the status. The buttons are “dumb”, they recognize neither the […]