Ok, it’s all about the mood. Criticizing today.. What is Dynamics CRM these days? It’s a monster. Remember those long-gone days when we had CRM 4? Or CRM 2011? When there was no interactive service hub, when mobile applications were not there, when there was, essentially only one type of CRM forms, and when we… Read More »
Was looking at the Interactive Service Hub user guide and found something I have never seen before(well, maybe I was not looking properly) https://www.microsoft.com/en-us/dynamics/crm-customer-center/user-s-guide-for-the-new-interactive-service-hub.aspx#bkmk_Support It’s official: those of us who used to be called CRM Administrators, CRM Consultants, or CRM Developers can now be called CRM customizers Well, I’m not sure if this is a… Read More »
Business rules in Dynamics 2013 seems to be a useful feature for at least a few reasons: They can replace javascript validations, at least to an extent. In other words, CRM administrators have an option to implement validations without involving developers/consultants Business rules work for mobile forms They are implemented as workflows(xaml). Potentially, there are… Read More »
When working with service activities, we can use out of the box scheduling feature which allows us to choose appointment times based on the resource availability. Resource availability, whether it’s a CRM user resource or a CRM facility resource, relies on the capacity calculations. Many times, we’ll have default capacity for our resources (which is… Read More »
Dynamics CRM is, likely, not the best tool to do email templating, but, on the other hand, sometimes it’s just easier to send notification emails from Dynamics CRM using a combination of email router and CRM workflow. The problem with this sort of quick and dirty approach is that there are limits to what CRM… Read More »
A recurring workflow is, basically, a workflow that starts itself. There have been rumors that recurring workflows in Dynamics CRM can be implemented using child workflow (for example, by adding “wait” step and, then, starting a child workflow of the same type). However, I’ve never been able to really make it work since Dynamics turned… Read More »
The wait is over – it’s there! Chrome: IE: PS. Apparently, the very first javascript customization I checked did not work:) Well, there is work to do.
I got somewhat strange form behaviour in Dynamics CRM this morning – for whatever reason, at attempt to close one of the phone call records kept brining up a “do you want to save the updates?” dialog. It did not seem to matter that there were no updates, and, even once all the javascripts have… Read More »
It’s been generally accepted that Dynamics CRM does not allow us to call plugins from javascripts. And, generally speaking, we can’t call just any plugin from javascript. However, we can still make use of CRM plugins in a little unusual way. Here is the scenario: there is a client-side java script, and we need to:… Read More »
Did you ever want to build a report in Dynamics CRM and download it in PDF format without having to manually rename the file? This is one of those things that makes a difference from the end user perspective since it streamlines the process – there is no need, anymore, to go back to the… Read More »