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…

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CRM for iPad

Some years ago, CRM entered the mobile world with the release of Mobile Express. We’ve heard from customers about the limitations of this experience, and we’ve worked hard to address their concerns. In our current release, we’ve made a serious commitment to our mobile customers by offering Mobile Safari support. We’re proud to say users…

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Auto Save for Updated User Experience Forms in December 2012 Service Update

One of the main goals for the December 2012 Service Update release is to have a clean and modern user experience. Modern applications are moving to an implicit save model and we need to adapt to that model. With the new updated forms, we have introduced the capability of auto save and that is what…

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Power User Tip: End Series for Recurring Appointments

Microsoft Dynamics CRM 2011 introduces the capability to create recurring appointment in CRM and its bi-directional synchronization support with Outlook. In this blog I am going to discuss about one of the enhanced capabilities introduced by CRM which leverages user to preserve past instances in the user preferred state. Before going into more discussion we…

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CRM 2011 Charts – Know the Real Potential ~ Part Deux

Hello readers, this post is in continuation of my ”Getting to Know Charts” blog series, where we discuss useful features of charts. In the introductory post of this series we learned how to create a 3D chart and a multi series chart. Let’s answer some questions that I raised in the previous post. 1. Using…

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Exploring Recurring appointment and Linked fields

The recurring appointment is new enhancement in Microsoft Dynamics CRM 2011 and I will show you how to customize it with respect to your organization’s need. After reading this post, you can able to create fields in recurring appointment entity and link it to a field in appointment entity. After creating the link, the expansion…

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Using OData Retrieve in Microsoft Dynamics CRM 2011

With the release of Microsoft Dynamics CRM 2011, we have added a new Windows Communication Foundation (WCF) data services (ODATA) endpoint. The endpoint facilitates CRUD operation on entities via scripts using Atom or Json format. In this blog I would be talking about some of the considerations when using the endpoint, specifically around the use…

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Recently Visited List and Sitemap Menu

Microsoft Dynamics CRM 2011 has some cool new features that allow for a more efficient navigation. There is the Recently Viewed List, the Sitemap menu and the List Navigation. I love them because they make me more productive navigating CRM. Curious? Read on! Recently Visited List One of my favorite end user productivity features in…

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Welcome to the World of Dialogs – Part 2

This post is in continuation to the previous introductory post on Dialogs Part I. In this post, we’ll take you through an example of contact creation dialog and give you a basic introduction to data slugs, how to use them and also, how to use a data slug for Optionset values. This post also contains…

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Enhanced capabilities and new UI experience of Article (KB Article) in CRM 2011

In Microsoft Dynamics CRM, an article or knowledge base article is a type of structured content that is managed internally as part of a knowledge base. Using Articles, users can manage product/service information of business unit, FAQs and other information. When you create an article you have to associate it with KB Article template and…

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