This week has been a bumper crop of CRM articles and some good ones using some CRM 2013 functionality.
If you want a more in depth look at the articles then watch the video below
Article of the week
This weeks article of the week is from CRM MVP Jukka Niiranen who has written an excellent blog on one of the popular scenarios in Microsoft Dynamics CRM and something which people do seem to struggle with.
It’s a very detailed article and goes into great depth explaining the various aspects of recurring workflows.
Dynamics CRM Reminder Workflows Done Right
Articles
CRM MVP Carsten Groth answers the Hosk’s questions this week
CRM MVP Question and Answer – Carsten Groth
A new feature in CRM 2013 which allows you bulk edit field attributes, which is useful thing to know and now we both know it.
Dynamics CRM Quick Tip – Bulk Field Attribute Edits
Well who knew there were keyboard shortcuts for CRM 2013, check them out and ease your CRM 2013 navigation woes
An interesting Javascript blog post by CRM MVP Jason Lattimer. It uses the new CRM 2013 form notification functionality but with a cheeky twist of showing the notification, waiting for a bit and then hiding it, nice touch.
Simple JavaScript Form Notification With Timeout
Good step by step article telling you how to setup Sharepoint online with CRM 2013 online
How to Setup Document Management with SharePoint Online and Microsoft CRM Online (2013)
Hosk’s study material for MB2-703 – CRM 2013 customization and configuration exam
CRM 2013 – MB2-703 – Business Units and Security Roles Study Information
This blog post shows you how to show the user a dialog box (it seems like a dialog box but actually is a separate page) which is similar to the standard dialog boxes in CRM
A free JavaScript course, which covers a lot of ground
JavaScript Fundamentals for Absolute Beginners
A blog on Business Rules (no I’m still not calling them portable business logic) and basically explaining business rules comes in pairs, one to do some functionality and another to remove it.
CRM 2013 Business Rules: Allowing Users to Change Their Mind
The Hosk found a cheeky error and a cheeky solution to the Dialog Date problem
CRM 2011 – Dialog Date and Time Response type error
The save and new button is missing when creating child entities, if you miss that good old button, then this article will help show you how to get it back into CRM 2013
“Save and New” button in CRM 2013
A review of the Advanced Find on record forms in CRM 2013 tool. All it does is add an advanced find to every record form, I say all but it’s awesome because it means I can find the advanced find in CRM 2013 again, wooohoo
CRM 2013 Tool – Advanced Find on record forms for CRM 2013
Videos
Robert Peledie goes through customizing charts in CRM 2013
Customising Charts in Dynamics CRM 2013
A Hosk CRM Dev video going through creating a plugin which is triggered on creating an account record and creates a follow up task.
CRM 2013 Plugin – Step by Step guide for a Post Account Create Plugin using the Developer Toolkit
A video review of the Advanced Find on every record tool, see it in action
CRM 2013 Tool Advanced Find on Every Record
There is a hidden Javascript diagnostic page, which is very useful to see what a users connection speed is like.
CRM 2013 Quick Tip – Javascript Diagnostics Page
If you want more great articles why not read last week articles of the week again
Hi The Hosk,
Thanks for selecting our article “Open Dialog box like CRM 2013” (http://mscrmmindfire.wordpress.com/2014/04/23/open-dialog-box-like-crm-2013/) in the “Article of the week”.
We went through all the functionality in the video and it was very fruitful to us.
In case of Open Dialog Like 2013, we are using the Xrm Function which is built in inside the CRM System. Therefore, it handles all the UI automatically, even if we change the device or open it in outlook.
Thanks,
Team DynamicsCRM @MindfireSolutions (http://mindfiresolutions.com/)
LikeLike
Well you article wasn’t actually article of the week but it was one of my choices for one of the best articles of the week.
it was an interesting article and even more so now that you and someone else has pointed out it was using new Xrm function.
Keep up the good work
LikeLike
Yeah, exactly !!! Thanks Hosk. 🙂
Regards,
Team DynamicsCRM @MindfireSolutions (http://mindfiresolutions.com/)
LikeLike
Editing multiple fields at once was introduced in CRM 2011. When I got back the technical review for the customisation course, where this item was mentioned it had the comment “I didn’t know you could do that!” – there’s always something to learn.
The point of the javascript for the “dialog box” is not really the look and feel of the web resource page (which is good to get right, but is not covered in the article), but the way it appears as a floating box while the rest of the page in the background is dimmed. The blog article uses the new method Xrm.Internal.openDialog to invoke this, but you need to set the options for the dialog box first.
LikeLike
Every day is a school day. I had a sneaky feeling the bulk edit for fields might have been added in with CRM 2011. Thinking about it, editing multiple fields it’s not something I do that often.
interesting comment about the dialog box.
Thanks for the comments as usual very constructive and interesting
LikeLike
I liked that you pointed out that getting a CRM system will help you deal with negative responses easier. That is good to know if you are starting a business and aren’t very good at confrontation.
LikeLike