Out of the Box: What Colors Can I Impact on the Schedule Board?

One common question when doing any Dynamics implementation is around how to change colors. Obviously, Dynamics offers Theming which allows an organization to ensure the system reflects a brand consistent theme. However, there are some additional color controlling features in Dynamics 365. In particular, with a Field Service implementation, people often ask questions on how…


Set default Business Process on a form while creating new record

Problem statement: Unable to switch or set default Business Process on a form while creating new record. Scenario: Assuming a given entity (Case) has several forms associated with it and each form can be associated with one or more business processes. When a user tries to create a new record, the selected form will use…


How to Manage Auto Save for individual forms of entity

In our previous blog we had discussed about how to manage auto save. We learned about the auto save capabilities and also discussed few scenarios where you might want to disable it. We discussed about how to control this at the organization level as well.  The organization level setting turns off auto save for all…


Announcing the CRM 2013 Customer Center, Implementation Guide and SDK!

Check out all the great new documentation, videos, guides, eBooks, developer tools, and resources for the Microsoft Dynamics CRM Online Fall ’13 and Microsoft Dynamics CRM 2013 releases! Information for end-users  Go to www.crmcustomercenter.com All new Customer Center! Getting Ready page to help prepare people for the release! eBook:What’s Changed in CRM 2013 eBook: Bring in…


Check your JavaScript code to prepare for your upgrade

Microsoft Dynamics CRM is changing. To keep up with these changes so that you can take advantage of new features you need to check that any JavaScript code you are using is ready for an upgrade. Why do I need to check my JavaScript? What has changed? How can I check my code? How can…


Customizations in the December 2012 Service Update

With the December 2012 Service Update, we introduced a modern application experience focusing on a clean user experience and great visual appeal. Highlights: New forms focused on the data that matters Seamless inline edits Integrated business processes to guide end users to get their job done Eliminated popups This is great, but you might wonder…


Script Errors After the December 2012 Service Update

Before your Microsoft CRM Online organization is updated to the December 2012 Service release we hope you have taken steps to address potential issues which could cause form scripts to break. Information about how to prepare was published last summer in the following blog posts: Resolve Breaking Script Issues When Upgrading Microsoft Dynamics CRM Microsoft…


Microsoft Dynamics CRM 2011 Custom Code Validation Tool Released

Download: Microsoft Dynamics CRM 2011 Custom Code Validation Tool The purpose of this tool is to assist customers and partners of Microsoft Dynamics CRM identify potential issues with their custom JavaScript in JavaScript libraries and HTML web resources.  The Microsoft Dynamics CRM Q4 2012 Service Update will include significant changes in the web application in…


Resolve Breaking Script Issues When Upgrading Microsoft Dynamics CRM

We want you to have a great experience when you upgrade to Microsoft Dynamics CRM. A future update rollup for Microsoft Dynamics CRM on-premises and service update for Microsoft Dynamics CRM Online  will include significant changes in the web application in order to be able to support a variety of browsers. This change will expand the…


Using InaPlex Inaport for data integration with Microsoft Dynamics CRM

Guest blogger CRM MVP Neil Benson of Customery talks about a toolset that he recommends to his CRM implementation friends and partners. Neil is also an Administrator for the Microsoft Dynamics CRM group on LinkedIn.com. The Medical Physics department at a hospital trust in London needed to replace an ageing medical device asset management system….