Dynamics CRM in the Field
Information from the Microsoft Dynamics CRM PFE team working in the field
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Customers' choices... The most popular "Dynamics CRM in the Field" technical blog posts from Premier Field Engineering!
The CRM Premier Field Engineering content team feel customers can benefit from knowing what technical content we have provided that has been most popular with customers; ranked by number of page views. We included the top 10 posts for each of the last three years to cover all of the Microsoft Dynamics...
18 May 2015
Convergence 2015 Interactive Discussion Topics: Customization Tips and Tricks
Here are the 15 tips in 15 minutes that we shared as part of our Microsoft Dynamics CRM Customizations Tips and Tricks interactive discussion (ID15C351-R1 & ID15C351-R2) at Convergence 2015. We wanted to share them in a blog article to those who attended (to reduce the need for notes), for those...
17 Mar 2015
PFE Dynamics @ Convergence 2015
For those attending Convergence 2015 in Atlanta, GA next week, I wanted to let you know that we will have members of the PFE Dynamics team there presenting some great content. In addition, make sure to follow @PFEDynamics on Twitter to get updates on other PFE Dynamics activities at Convergence. Below...
9 Mar 2015
The Dangers of Guid.NewGuid();
Walter Grow (PFE)
Microsoft Dynamics CRM uses GUIDs as their primary key for the entity’s SQL table. Using GUIDs as a primary key is usually not the best item due the random sequence of numbers and letters. The Dynamics platform has an algorithm that generates GUIDs in sequential order. This special GUID enables...
19 Jan 2015
CodePlex : Dynamics CRM QuickFind on Selected View
Another CodePlex solution from PFE Dynamics team! QuickFind on Selected View : https://quickfindonselectedview.codeplex.com/ Overview "QuickFind doesn't respect current view? I hear you!" Thank you for your recent feedback regarding QuickFind functionality in CRM. The QuickFind search...
11 Sep 2014
Microsoft Dynamics CRM 2013 CSS Style Reference using Browser Developer Tools
Microsoft Dynamics CRM designers and developers may have noticed that a Style Guide for Microsoft Dynamics CRM 2013 was not released in the CRM 2013 SDK (Software Development Kit) , though Style Guides were sometimes released in prior versions of the Dynamics CRM SDK. However, advancements in current...
3 Jul 2014
CRM 2013 Form Upgrade experience
Brandon Kelly (MSFT)
This post has been cross posted from The Microsoft Dynamics CRM Blog and describes considerations that customizers will want to take into account when upgrading CRM forms to CRM 2013. When using CRM 2013 or the CRM Online Fall '13 upgrade, it doesn't take much time to realize that the form layout...
10 Mar 2014
PFE Dynamics @ Convergence 2014
For those attending Convergence 2014 in Atlanta, GA in a few weeks, I wanted to let you know that we will have members of the PFE Dynamics team there presenting some great content. In addition, make sure to follow @PFEDynamics on Twitter to get updates on other PFE Dynamics activities at Convergence...
17 Feb 2014
Dynamics CRM Multi-Series Bar Charting – Returns Secondary Y-Axis
Sarah Champ (CRM)
I was recently assisting a customer with some custom charting and dashboards in Microsoft Dynamics CRM 2011. One of their goals was to create a bar chart that allowed them to compare three currency fields by owner for the account entity. One of the features of creating multi-series charts in Microsoft...
17 Sep 2013
Podcast and Overview: Microsoft Dynamics CRM 2011 Update Rollup 13
We're proud to announce that all packages for Microsoft Dynamics CRM 2011 Update Rollup 13 were released on Wednesday, March 27th, 2013 to the Microsoft Download Center! We plan on releasing the Update Rollup 13 packages to Microsoft Update in April, 2013. Update Rollup 13 Build number: 5.0.9690...
26 Mar 2013
PFE Dynamics at "The Big Easy" - Convergence 2013
For those attending Convergence next week, I wanted to let you know that we will have members of the PFE Dynamics team there presenting some great content. In addition, make sure to follow @PFEDynamics on Twitter to get updates on other PFE Dynamics activities at Convergence. Below is a list of the sessions...
14 Mar 2013
Are your CRM 2011 Customizations Prepared for Cross Browser?
Important Note: The CRM Product Group has published a blog titled " Q2 2012 Service Update – New delivery schedule " which clarifies the release plans for upcoming Update Rollups and Quarterly Service Updates in calendar year 2012. Highlights: The release known as the Q2 2012 Service Update...
25 Jun 2012
CRM 2011 Update Rollup 9 Beta has arrived!
Important Note: The CRM Product Group has published a blog titled " Q2 2012 Service Update – New delivery schedule " which clarifies the release plans for upcoming Update Rollups and Quarterly Service Updates in calendar year 2012. This is a re-post of an article written by Girish Raja from...
10 May 2012
How to Make a Custom Administrator Security Role in CRM 2011 (On-Premise)
Fauzia S. Awan
One of the requests we have seen in the field is for a custom admin security role in CRM 2011 where a group of users have permissions restricted to only certain administrative functions. One such example is to create custom admin role and restricting this role to creating users and assigning roles to...
12 Apr 2012
CRM 2011 Solution Import Fails with error “Object reference not set to an instance of an object” due to missing relationship “goal_DuplicateBaseRecord”
I had recently worked with a customer that was running into errors when trying to import a solution into some of their organizations. The solution import would fail with the following error message. Entity Relationships goal_DuplicateBaseRecord Failure 0x80044150 Object reference not set to an instance...
10 Apr 2012
CRM Outlook Client - Network/Bandwidth Concerns
I recently worked with a CRM 4.0 customer that was experiencing CRM outages due to their CRM Outlook clients in one location consuming a large amount of bandwidth. CRM Outlook clients do transmit and receive information with the CRM server for variety of reasons. I've listed a several of these reasons...
20 Jul 2011
How to Create a Silverlight Web Resource that Interacts with CRM 2011 Forms
Scenario: The CRM users need the ability to retrieve, update, and Save form data from within a custom page on the CRM Form. To accomplish this request we will be developing a Silverlight Web Resource. The Silverlight Web Resource will be displayed on the CRM form to provide the user interface...
23 Jun 2011
How to Create a Simple Webpage Leveraging The CRM 2011 IOrganizationService Web Service
Recently I have received a lot of questions about how to get started in developing against CRM 2011. The SDK provides many different examples and helper classes which can be reused to save some time when developing applications. For someone new at developing for CRM, the robust SDK examples may be more...
18 May 2011
Podcast and Overview: Upgrading Customizations for CRM 2011
On April 4th 2011, Sean McNellis and Daren Turner from the Microsoft Premier Field Engineering team provided information and answered questions about Upgrading Customizations for Microsoft Dynamics CRM 2011: Upgrading Customizations for CRM 2011 Podcast Guests: Daren Turner ( Bio ) Sean...
4 Apr 2011
Creating a Simple File Share in Microsoft Dynamics CRM 4.0
Lately I have had some questions on how to display externally stored documents within CRM. and there are many ways to do this leveraging custom web pages or SharePoint document libraries. The options rely on other technologies and/or the creating custom code, so if you want a quick solution using minimal...
25 Feb 2011
Showing related information in a CRM 2011 form
With CRM 2011 on the verge of being released there are new features being introduced that will allow you to show 1:N related records in a Sub Grid but there is still a limitation of showing information that is from a N:1 (lookup) relationship. Using some other new features of CRM 2011 I have created...
7 Feb 2011
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