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Access Microsoft Dynamics CRM Quick View Form Attributes Using JavaScript
I recently wanted to use a Quick View form on a Main form to access attribute values from the related parent entity instead of using an asynchronous RetrieveMultiple statement. In this blog I will...
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Metadata and Entity Metadata browsers in Microsoft Dynamics CRM 2015
The Microsoft Dynamics CRM 2015 SDK added a new managed solution that’ll allow you to easily browse entity metadata. To browse entity metadata, all you need to do now is to import the new managed...
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How To Reopen Closed Activities in Microsoft Dynamics CRM 2013 with Bookmarklet
In Microsoft Dynamics CRM, once an activity has been closed, unlike most other entities, there’s no button to reactivate it. This means that if an activity is accidently closed, or if we want to modify...
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Microsoft Dynamics CRM 2015 Custom Help
The ability to provide contextual custom help content for users is a very important piece of any CRM implementation, big or small. Microsoft Dynamics CRM 2015 now makes it easy to configure and manage...
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Microsoft Dynamics CRM 2015 – SDK Solution Packager – The given path’s format...
Using the CRM 2015 Solution Packager within the Bin folder from the latest public CRM 2015 SDK (http://www.microsoft.com/en-us/download/confirmation.aspx?id=44567), you can extract the contents of a...
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Power BI Microsoft Dynamics CRM 2013 – Part 13
This blog is Part 13, in a series on creating reports using PowerBI tools such as PowerPivot, Power View and Power Map in Microsoft Excel for a Microsoft Dynamics CRM Online Organisation. The emphasis...
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Microsoft Dynamics CRM – Many to Many Subgrids – Prompt Missing When Deleting...
This blog post will outline a feature which I think, along with a few customers, should be added to CRM. This feature can be known as the ‘Prompt for Association Deletion of a Many to Many record on a...
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Ignoring Activated Duplicate Detection Rules using the Dynamics CRM SDK
When creating a new record using the CreateRequest, you can pass a parameter to the message to ignore the Activated Duplicate Detection rules. Rather than programmatically unpublishing related...
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Microsoft Dynamics CRM – NZ Dynamics CRM User Group (Auckland) Presentations...
November 5th we held our last NZ Auckland CRM User Group for the 2014 year. The meetup site has been great for managing and tracking the session information, registrations and the CRM community within...
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Power BI Microsoft Dynamics CRM 2013 – Part 14
In this blog on this series on using the Power BI tools in Microsoft Excel to analyse and report on information retrieved from a Microsoft Dynamics CRM Online Organisation I will demonstrate how to...
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Download and Install Unified Service Desk
I have previously taken you through an overview of Unified Service Desk for Microsoft Dynamics CRM. In today’s blog post, we’ll see how easy it is to download and install Unified Service Desk for...
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Power BI Microsoft Dynamics CRM 2013 – Part 15
In my previous blog I demonstrated how to transform DateTime columns, from the Microsoft Dynamics CRM Online Organisation ODataSets loaded into Microsoft Excel, into Date columns and Year columns....
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Error Configuring Microsoft Dynamics CRM 2013 for Outlook
Recently I assisted a customer in troubleshooting an issue configuring Microsoft Dynamics CRM 2013 for Outlook. After pointing to the correct Discovery service, entering the user’s credentials and then...
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Microsoft Dynamics CRM 2013: Populating Required Fields with Bookmarklets
I definitely reckon you that you had to fill all required fields every time you test a small piece of code on an entity form, right? For example, you may have added some JavaScript code to the onSave...
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setSubmitMode always not submitting for some users
While onsite at a client I received a support request that a user could not update certain values on an entity. These fields were read only fields that were set by JavaScript by changing the values of...
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Power BI Microsoft Dynamics CRM 2013 – Part 16
In my previous blogs in this series I have demonstrated how to connect Microsoft Excel 2013 Professional Plus to a Microsoft Dynamics CRM Online Organisation, download Account, Contact and Opportunity...
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Change the Default Logo in Unified Service Desk
When you download and install Unified Service Desk for Microsoft Dynamics CRM, you would have noticed that the USD Desktop Client displays a “Unified Service Desk” logo in the top left-hand corner of...
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Create New Records from Anywhere in CRM 2013 with Bookmarklet
In Dynamics CRM 2013, and even CRM 2015, finding the entity you’re looking for can be difficult using the Site Map. If you have a lot of entities in your sitemap, or if the entity you need to create...
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Create a Toolbar in Unified Service Desk
In my previous post, we saw how to change the default logo image in Unified Service Desk. Today we’ll customize the application further by adding a toolbar to the top of the screen.The toolbar will...
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Managing Articles in the Parature Knowledge Base
In my previous post, I showed you how to create folders in the Parature Knowledgebase to group related articles together. Today we'll look at managing articles within these folders to illustrate how...
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