• CRM 2011 Rollup 12 (Polaris) Process Driven Forms Editable?

      Paul Nieuwelaar, 03 February 2013

      With the anticipated release of Dynamics CRM 2011 Rollup 12 (Polaris) and the new Process Driven Forms for Leads, Contacts, Accounts etc, one of the biggest questions was “are they going to be editable?”. The new ‘Windows 8-style UI’ looks awesome, but how flexible is it to x

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    • How to Save Process Form Dynamics CRM 2011 Rollup 12 Polaris

      Paul Nieuwelaar, 01 February 2013

      One of the first things you notice when looking at the new process forms for Dynamics CRM 2011 rollup 12/Polaris is that there is no more ribbon like we have with the classic forms. Because there is no ribbon, it means we lose the ‘save’, ‘save and new’, and ‘save and c

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    • Dynamics CRM 2011 Rollup 12 (Polaris) Disable Process Forms

      Paul Nieuwelaar, 30 January 2013

      With Dynamics CRM 2011 Rollup 12/Polaris, we now have a completely new Form UI for Contacts, Opportunities, Leads, Accounts, and Cases. For new customers who have not experienced Dynamics CRM ‘classic’ mode, this will be fine as they don’t have to unlearn everything about the class

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    • Qualify a Lead in Dynamics CRM 2011 using a Dialog Process

      Paul Nieuwelaar, 09 October 2012

      In Dynamics CRM 2011, to qualify a lead we must use the out-of-the-box ‘Qualify Lead’ method where you select to qualify or disqualify the lead, then if you choose to qualify, you can select which records to create (Contact, Account, and Opportunity). This process works well if you are u

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    • Update Invoices when Product Prices Change (Lock Price)

      Paul Nieuwelaar, 20 November 2012

      In Dynamics CRM 2011, when you create an Invoice using Existing Products as the line items, these line items use the price from the related Product. If the price on the product changes, the Invoices that include the product will automatically be updated to include the new price. Note that this behav

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    • Dynamics CRM 2011 Rollup 12 Switch to Process Form Button

      Paul Nieuwelaar, 29 January 2013

      With Dynamics CRM 2011 rollup 12 (Polaris), and the new Process Forms, we are given an option to ‘Switch to Classic’ which allows us to switch from our Process Form to the Classic Form equivalent. One of the problems with this is that once you’re on the ‘classic’ form,

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    • Filter Sub-Grid Dynamics CRM 2011 Rollup 12 (Polaris)

      Paul Nieuwelaar, 24 January 2013

      If you have used JavaScript to filter results in a sub-grid using pre-rollup 12 version of Dynamics CRM 2011, then you’re going to face problems with the move to Rollup 12 and Cross Browser. The first, and most obvious problem is the ‘setParameter’ function used to set the new fetc

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    • Dynamics CRM 2011 Rollup 12 (Polaris) No Sub-Grid Limit!

      Paul Nieuwelaar, 23 January 2013

      In previous versions of Dynamics CRM 2011, there was a limit for how many sub-grids would load on a single form by default. This limit was 4, meaning the 5th sub-grid, and any subsequent sub-grids on your form would not be loaded automatically. Users would have to click the ‘load records&rsquo

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    • CRM 2011 Rollup 12 - No More Freezing PC while Publishing

      Paul Nieuwelaar, 18 January 2013

        One of the most annoying little things with pre-rollup 12 versions of Dynamics CRM 2011 that I’ve noticed was that whenever you performed a task that produced a loading screen similar to the one above (most commonly while publishing) the whole computer freezes until it’s finished

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    • Default Activity ‘Filter on’ to ‘All’ Dynamics CRM 2011 UR12

      Paul Nieuwelaar, 11 January 2013

      In an earlier blog post of mine, I showed how to Default the Activities ‘Filter on’ to ‘All’ in Dynamics CRM 2011. Unfortunately the code provided in that blog post no longer works with Dynamics CRM 2011 on Rollup 12. This is due to the changes Microsoft have had to make to g

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    • Silverlight Screen not Opening Some Users Dynamics CRM 2011

      Paul Nieuwelaar, 23 October 2012

      We built a custom Silverlight screen for one of our customers, which automatically opens when a record is opened. For some users however, the Silverlight screen would not open. The form loads fine, but the Silverlight just wouldn’t pop up. We tried reproducing this on our own computers, but co

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    • Globally Define Error Report Preferences Dynamics CRM 2011

      Paul Nieuwelaar, 16 October 2012

        Microsoft Dynamics CRM has encountered an error. Please tell Microsoft about this problem. Send Error Report, or Don’t Send. If you receive a lot of errors like this while using Dynamics CRM 2011, you may already know that you can change your personal options to automatically send these

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    • Display all Related Activities in One View Dynamics CRM 2011

      Paul Nieuwelaar, 19 December 2012

      In Dynamics CRM 2011, when we want to view related activities for a particular record, such as an Account, we can go through the left-nav Activities or Closed Activities related entities, or use the Activities sub-grid on the form under the Notes & Activities tab.   Unfortunately with the s

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    • Multi-Series Charts on a Single Axis – Dynamics CRM 2011

      Paul Nieuwelaar, 27 November 2012

      In Dynamics CRM 2011 Rollup 5, Microsoft introduced multi-series charts. Basically this means you can now graph 2 or more fields side by side so you can compare these values visually. One example of this would be Opportunities Est. Revenue vs. Actual Revenue, grouped by Owner. Using this example, we

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    • Workflow Wait Conditions: Best Practices - Dynamics CRM 2011

      Paul Nieuwelaar, 25 November 2012

      In this blog post I will be discussing a few ‘best practices’ when using Dynamics CRM 2011 Workflow Processes, and in particular when using the ‘Wait Condition’. I will assume that you’re familiar with the basics of how to use workflow wait conditions, and so I will be

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