I thought we chewed SVG to death and even showed how to create SVG images for a Minecraft Dynamics deployment but Tom-Richard “Another CRM Viking” Follegg proved me wrong. (Would you like to earn a “George is wrong” sticker? Send your tip to jar@crmtipoftheday.com!) By default, when we create modern .SVG files for Dynamics, these […]
Developing user experience is a complex iterative process and it usually takes few iterations to get things right. Unified Interface is no exception. Some things are brilliant and some, uhm, require further work. The good news is that changes are coming. The “bad” news that they are coming very, very soon so it’d be a […]
Quite often developers complain about getting javascript errors when the form does not contain any scripts or events. Explicit script definitions are not the only source of the possible errors: Business Rules are deployed on the client as generated javascript. While it’s unlikely that business rules will generate an erroneous script, it’s worthwhile disabling the […]
In a comment for Tip #33, a reader asked why I recommend creating a new command bar button, rather than modifying the action of the standard ribbon button. The reason I recommend creating a new button rather than modifying the standard button is for several reasons: The recommendation was technically unsupported, as the multi-action button […]
There is no limit to how unusual the discussion topics can get at the Tipping Truckstop. Blake “Windy City” Scarlavai started this round with this question (but hey, customer is always right, right?): Hello all, A client is wondering if it is possible to turn off the Track button in Outlook for emails? Hoping there might […]
Users have reported that after moving to Server Sync, CRM for Outlook no longer enables the View in CRM and Convert buttons for tracked activities. This is a known issue. The good news is Microsoft has recently published the KB article for Update Rollup 2 for CRM SP1, and this issue is slated to be […]
Dynamics CRM includes some system dialogs that are very useful, but cannot be customized. Some of these include close opportunity, resolve case, and others. Let’s say that you want to use the close opportunity button, but you don’t want to record revenue using the actual revenue field. Having users use the standard opportunity close dialogs […]
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 […]
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 […]
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