• Form Customization in Dynamics CRM 2011 – Part 1

      Paul Nieuwelaar, 19 September 2010

      One of the things that I think will be a major time saver in Dynamics CRM 2011 is the new way of customizing a form. In Dynamics CRM 4.0, to customize a form you would need to go through Settings, Customizations, and then Customize Entities. From there you would open the entity you wish to customiz

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    • Adding/Removing Sitefinity 3.7 Radeditor Tools

      Paul Nieuwelaar, 15 September 2010

      In Sitefinity, whether you are creating a blog post, a news item, or even an event, you will use the Radeditor tools for the formatting. But sometimes the tools that you require aren’t there, or if they are there, they aren’t in the right place. A solution to this is customizing the Radeditor toolb

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    • LinkedIn Integration with Dynamics CRM 4.0 Accounts

      Paul Nieuwelaar, 08 September 2010

      A few days ago I was reading a post by Marco Amoedo, where I found a very easy to use LinkedIn connector for the Microsoft Dynamics CRM 4.0 Accounts. By adding a few lines of code to the Account forms onload you are able to make a LinkedIn icon appear beside the account name once it has been saved,

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    • Display vs. Visibility in Dynamics CRM 4.0

      Paul Nieuwelaar, 01 September 2010

      You may have noticed that to make a field appear or disappear on a Dynamics CRM form you can use the JavaScript Display or Visibility. But often when you want to hide a field it is hard to know which one to use. Display: When using Display, the field being changed will be added or removed from th

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    • Dynamics CRM Pinned Shortcut to Taskbar in IE 9

      Paul Nieuwelaar, 28 September 2010

      With the release of IE9 comes several cool things that you can do to Dynamics CRM the one that stood out to me is to do with Pinned Site Shortcuts and how they can help in Dynamics CRM 4.0 with a bit of html that is added to the ‘loader’ file in the Dynamics CRM program files you can improve product

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    • Form Customization in Dynamics CRM 2011 – Part 2

      Paul Nieuwelaar, 06 October 2010

      In part one of my Form Customization in Dynamics CRM 2011 blog post, I went over how you can customize an entity from inside a record, and how the customizations now allow for drag-and-drop capability for fields, sections and tabs. Making a field not display on a form by default One thing I would li

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    • Form Customization in Dynamics CRM 2011 – Part 3

      Paul Nieuwelaar, 13 October 2010

      In my last blog post on Form customizations, I showed some new features of Dynamics CRM 2011 that would save you time, such as making a field not display on a form by default, deleting fields, sections, and tabs by pressing the delete key, and dragging fields directly onto the form. Creating new fie

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    • Recurring Appointments in Dynamics CRM 2011

      Paul Nieuwelaar, 20 October 2010

      A new feature that has been added to Dynamics CRM 2011, that before was not available out of the box in Dynamics CRM 4.0, is the ability to create a recurring appointment. To create a recurring appointment in Dynamics CRM 2011 you start by creating a regular appointment, by clicking on Activities, u

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    • Create a new Activity Entity in CRM 2011 simply by checking a box!

      Paul Nieuwelaar, 27 October 2010

      In Microsoft Dynamics CRM 2011, it is now possible to create your own activity entities. So if you’re not happy with just the standard activities, you can now specify when creating a new entity, whether it will be a standard entity, or whether it will be classed as an activity. You may have noticed

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    • Field level Security in Dynamics CRM 2011

      Paul Nieuwelaar, 03 November 2010

      In Microsoft Dynamics CRM 2011 it is possible to set field level security on new fields, or existing fields that you have created. Unfortunately, at this time CRM 2011 doesn't support setting security on default fields, but hopefully with the full release of Dynamics CRM 2011 this will change.  

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    • Creating additional forms in Dynamics CRM 2011

      Paul Nieuwelaar, 10 November 2010

      In Dynamics CRM 4.0, you had one form for each entity, and everyone who had access to that entity could view the form. There was no out-of-the-box way to restrict users to certain parts of the form, or even have the form appear differently for some users. But now, with Dynamics CRM 2011, you can cre

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    • All New Dynamics CRM 2011 Stencils, Cutting Development Time in Half

      Paul Nieuwelaar, 17 November 2010

      Over the next couple of weeks I will be creating a set of Dynamics CRM 2011 stencils to be used inside of Microsoft Expression Blend 4 Sketchflow, so that you can design your customizations with the stencils before actually performing the customizations inside of CRM. Microsoft Expression Blend 4

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    • Fully Sketched Dynamics CRM 2011 Account Form

      Paul Nieuwelaar, 01 December 2010

      Last week I finished the account form ribbon, and this week I’ve been working on the rest of the account form. In case you haven’t read my last 2 blogs on my stencils, over the last few weeks I’ve been working on creating Dynamics CRM 2011 Stencils inside of Expression Blend 4 Sketchflow, to be use

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    • Dynamics CRM 2011 Main Window Stencilled up in Expression Blend 4

      Paul Nieuwelaar, 08 December 2010

      In my last week’s blog about the Dynamics CRM 2011 Sketchflow Stencils, I had created a working Account form in Expression Blend Sketchflow, so this week I thought I would show the main CRM 2011 window I had been working on, showing Accounts under Workplace. This is what I wanted to create: Since I

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    • Creating the Dynamics CRM 2011 Ribbon in Expression Blend 4 Sketchflow

      Paul Nieuwelaar, 24 November 2010

      In my last post on the All New Dynamics CRM 2011 Stencils I mentioned that I would be working on created a set of Microsoft Dynamics CRM 2011 stencils, to be used inside of Microsoft Expression Blend 4 Sketchflow so that you can create your entities and customization in Blend, before performing them

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