• Microsoft Dynamics CRM 2015 Hierarchies

      Roshan Mehta, 18 September 2014

      This feature has been requested over and over and I can gladly say it is finally available out of the box! Yes, I’m talking about the ability to view a hierarchy of records in a tree view from within your Dynamics CRM 2015 system. This feature is available for the Account, Campaign, Case, Cont

      Read the full article here
    • New Timer Controls in Dynamics CRM

      Roshan Mehta, 02 September 2014

      This is another extremely handy feature! The ability to add a timer to forms inside CRM will help keep you on top of your day-to-day tasks and also gives you an indication of success or failure. In this post, we will take a look at how we can use timers to ensure that phone calls are completed on ti

      Read the full article here
    • Fix Incorrectly Created Status Reasons in Dynamics CRM

      Roshan Mehta, 14 August 2014

      The Status Reason field in Dynamics CRM is a special field which allows you to provide reasons for the status of a particular record. For example, an Article can have a Status of “Active” and a Status Reason of “Awaiting Review”, “Approved”, “Published&rdquo

      Read the full article here
    • Synchronise Your Zendesk Tickets with Dynamics CRM 2013!

      Roshan Mehta, 07 January 2014

      Our Zendesk to Dynamics CRM 2013 integration provides full synchronisation of Zendesk support tickets into Microsoft Dynamics CRM 2013. The integration utilises the out-of-the-box Case entity, allowing you to take advantage of the case management lifecycle – from logging a new ticket and inter

      Read the full article here
    • Left Outer Joins in Dynamics CRM 2013

      Roshan Mehta, 31 October 2013

      We have had many requests from clients asking for the ability to show “empty sets” in reports and custom applications. For example, retrieving a list of Accounts with no Contacts, or a list of Contacts that have no Tasks. To achieve this, we use the “outer” link type in Fetch

      Read the full article here
    • CRM 2013 – Execute Asynchronous Operations

      Roshan Mehta, 24 October 2013

      The new Dynamics CRM 2013 SDK includes a new method to execute service requests asynchronously. Please note that this is only currently supported for the ImportSolutionRequest but we can expect this to be extended in the near future to support many other types of requests in CRM.  The benefit

      Read the full article here
    • CRM 2013 – Asynchronous Solution Import

      Roshan Mehta, 15 October 2013

      The new Dynamics CRM 2013 SDK includes a new method to execute service requests asynchronously which currently only works for asynchronous solution imports at the time of this writing. The main benefit of an asynchronous solution import is that there is less of an effect on users who are interacting

      Read the full article here
    • CRM 2013 – Toggle Time Portion of Date Fields

      Roshan Mehta, 06 October 2013

      The Xrm.Page.ui.control namespace of the Microsoft Dynamics CRM 2013 SDK provides a new function to programmatically show or hide the time portion of a Date and Time field in a supported manner. Here’s how!  To show both the date and time portion of a Date and Time field: Xrm.Page.getCont

      Read the full article here
    • CRM 2013 – JavaScript Alerts and Confirmations

      Roshan Mehta, 02 October 2013

      The Xrm.Utility library in Dynamics CRM 2013 provides new functions to display alerts and confirmations in CRM forms. In previous versions of CRM, you would have to use the alert() and confirm() JavaScript functions, but these are now supported in the CRM 2013 SDK with some additional options. Xrm.U

      Read the full article here
    • CRM 2013 – How to Customize the Quick Create Form

      Roshan Mehta, 01 October 2013

      Dynamics CRM 2013 introduces new Quick Create Forms to speed up data entry from anywhere in the application. The beauty of these forms is that they can be customized to meet the needs of your organisation. In this post, we will customize the Contact Quick Create form and see how much control we have

      Read the full article here
    • CRM 2013 Quick Create Forms – Customization Overview

      Roshan Mehta, 29 September 2013

      Dynamics CRM 2013 introduces new Quick Create Forms to speed up data entry from anywhere in the application. The beauty of these forms is that they can be customized to meet the needs of your organisation. In this post, we will take a look at the customization options which are available for Quick C

      Read the full article here
    • CRM 2013 - Quick Create vs Quick Forms. What’s the Difference?

      Roshan Mehta, 25 September 2013

      Dynamics CRM 2013 introduces additional forms for some of the core entity types. For example, you will notice a new “Quick Create” and “Quick Form” within the forms list for the Contact entity. The names don’t really tell us a lot, so in this blog we will explore the di

      Read the full article here
    • The Authentication Endpoint Kerberos was not found on the configured Secure Token Service

      Roshan Mehta, 20 September 2013

      We recently setup an internet-facing deployment for Microsoft Dynamics CRM 2013 using ADFS 2.1 as our Secure Token Service. Users were able to access CRM without any issues, but our custom applications were unable to establish a connection with CRM via the SDK. The error message we were getting was

      Read the full article here
    • Installing the CRM 2013 Email Router

      Roshan Mehta, 17 September 2013

      The installation process for the CRM 2013 Email Router is exactly the same as the CRM 2011 Email Router. In this post, we will take a look at the CRM 2013 Email Router installation process. Note that this installation is for the CRM 2013 Beta edition and the installation process may have changed wit

      Read the full article here
    • Installing Dynamics CRM 2013 Reporting Extensions

      Roshan Mehta, 16 September 2013

      In my previous post, we looked at how to install the Dynamics CRM 2013 Server. In this post, we will take a look at the CRM 2013 Reporting Extensions installation process. Please note that this installation is for the CRM 2013 Beta edition and may change for the final release. Step 1 – Get Upd

      Read the full article here