• CRM 2013 - What Does Disabling Auto Save Actually Do?

      Paul Nieuwelaar, 21 July 2014

      In Dynamics CRM 2013, by default auto save is enabled, which means changes to a form are automatically saved without the user having to click ‘Save’ or ‘Save & Close’ like you would have to in CRM 2011. We can turn auto save on or off in the System Settings, which will ap

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    • The Return of ‘Copy a Link’ to CRM 2013 Forms as Bookmarklet

      Paul Nieuwelaar, 23 July 2014

      Dynamics CRM 2013 for some reason has decided to remove the Copy a Link button from forms, and instead only shows the Email a Link button. The button still exists on views, however I often find myself on a form wanting to get the URL of the record so I can do something with it. Since the record URL

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    • CRM 2013 Activate or Deactivate Workflows Owned by Another User

      Paul Nieuwelaar, 16 July 2014

      In CRM 2011, whenever we wanted to edit a workflow owned by another user, we had to assign the workflow to ourselves before editing it. Then if that user needed to be reassigned back to the workflow, we would have to assign it back to them, however then we would not be able to activate it, so you ei

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    • Advanced Find from Form Command Bar in Dynamics CRM 2013

      Paul Nieuwelaar, 18 May 2014

      Since CRM 2013 now opens forms in the same browser window as the view, it makes it more difficult to access advanced find, which by default is only available from list views. In this blog post I will describe how to customize the command bar to add an advanced find button onto all forms in the sy

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    • Filter N:N Add Existing Lookup Dynamics CRM 2013

      Paul Nieuwelaar, 21 April 2014

      In a previous blog post of mine I showed how to filter the N:N Add Existing button in CRM 2011. Since the upgrade to CRM 2013, this no longer works. Given that the code was unsupported, this was expected. Since CRM 2013 has changed the UI, the method in which N:N’s work has also changed. The o

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    • Using Quick Create Forms with Sub-Grids Dynamics CRM 2013

      Paul Nieuwelaar, 09 March 2014

      I’ve started to use quick create forms on sub-grids when associating new records, particularly with manual N:N relationships. The reason for this is that if you simply use the default forms when adding records, you lose the ‘Save and New’ functionality which we had in CRM 2011. Use

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    • Prefill Name when Create New from Lookup Dynamics CRM 2013

      Paul Nieuwelaar, 06 March 2014

      In Dynamics CRM 2013 one of the new subtle features introduced is that when you click the ‘+ New’ button on a lookup field, the text you had entered is automatically pulled into the new record. This is particularly useful when searching for a contact for example, and electing to create t

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    • Prefill Account Lookup Create New Primary Contact CRM 2013

      Paul Nieuwelaar, 04 March 2014

      One of the small annoyances with CRM 2011 was the fact that when you are selecting a Primary Contact for an Account, you can click to create a new contact, however the Parent Customer lookup is not set on the new contact, and so it won’t show up under related contacts for the account. In Dyna

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    • Working with Dynamics CRM 2013 Composite Fields/Fly-out Menu

      Paul Nieuwelaar, 22 October 2013

      Dynamics CRM 2013 introduces composite fields, which basically combines multiple fields into a single field on a form. This is currently used on ‘Name’ fields to combine first name, middle name, and last name into one ‘Name’ field. It is also used on most address blocks in CR

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    • Dynamics CRM 2013 Default Sitemap Pane Based on User Role

      Paul Nieuwelaar, 13 October 2013

      In Dynamics CRM 2013, since there is no longer a ‘Workplace’ area in the sitemap by default, we’re now able to define the default pane for users based on their security role. When looking at a user’s personal options, the Default Pane is now set to <Default based on user r

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    • Dynamics CRM 2013 Bring in another form from CRM 2011

      Paul Nieuwelaar, 26 September 2013

      In Dynamics CRM 2013, all the main entities have had full form redesigns. They’ve done this by deactivating the old ‘Information’ form, and replacing it with a new form, named after the entity. When you’re upgrading your CRM 2011 solutions to 2013, any form customizations to

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    • Dynamics CRM 2013 Active and Inactive Forms

      Paul Nieuwelaar, 23 September 2013

      Previously in Dynamics CRM 2011, the only way to ‘deactivate’ a form was to remove all security roles from the form, effectively meaning no one can see it anymore. This of course is not a desirable approach, as it means we lose the history of which security roles were assigned to the for

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    • Configure Access Teams in Dynamics CRM 2013

      Paul Nieuwelaar, 12 September 2013

      In Dynamics CRM 2013 there is a cool new feature that allows us to assign records to multiple users through the use of Access Teams. An Access Team is basically a sub-grid of users that have access to a particular record. This means on an Opportunity for example, where multiple sales people may be i

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    • Dynamics CRM 2013: Field Description displayed in Tooltip

      Paul Nieuwelaar, 06 September 2013

      When creating or editing a field in CRM 2013, we can specify the Description of the field much like in CRM 2011. However in CRM 2013 those descriptions are also displayed as a tooltip when users hover over a field label on a form. In CRM 2011, the Description on fields was rarely used, as it was o

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    • Set custom Full Name format in CRM 2011 with Plugin

      Paul Nieuwelaar, 25 August 2013

      In Dynamics CRM 2011, by default on Contacts, Leads, and Users, the format for ‘Full Name’ is defined as ‘First Name Last Name’. We have the ability to change this format in the Administration -> System Settings, however the options are rather limited, and do not allow for

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