Hosk’s Top CRM 2013 articles of the week 9th May 2014

I had two interactions with readers of my blog this week

one person was criticizing a blog post written in December 2011, saying the title wasn’t very good and I should include some pictures.  This was fair enough and I’m all for constructive criticism and the blog post did look a bit boring but it did also resolve his problem.  The blog post is how to add code in WordPress blogs


Then the person went to far and said I should change the title of the blog because Hosk’s Dynamic CRM Blog was boring.  Woah there tiger, step back and leave the Hosk name alone there big boy.

The second interaction was more positive, he said he liked the weekly round up because he didn’t have enough time to keep up with all the blogs being written.  This highlights the reason I Hosk’s weekly picks.

I want to list the really good/useful articles I read in the week.   I only want to list the good ones, so some weeks it’s a big list and other weeks there is a small list.


If you come across any good blog post please email me or or tweet the link and mention and add my twitter account @BenHosk, thanks to Bartłomiej Steidel for recommending a couple of good CRM blogs this week.

I wasn’t really sure people liked the my weekly round up but it seems people do enjoy me scurrying around collecting great CRM articles for them to read on a Friday.
Lets bring some postivity into this weekly round up, thumbs up people

Article of the week

This is a great blog post about Auto Save, it shows you how it works and ways to interact, turn it off and a few gotcha’s.  This article seems to collate many articles I have read on auto saving into one handy blog post.

All you want to know about Auto Save


It’s a bumper crop this week

The Best of the Rest

Service pack 1 is choc full of fixes

Microsoft Dynamics CRM 2013 Service Pack 1 (SP1) will be available in the second quarter (Q2) of 2014


Microsoft Support give us a sneaky trick to make fields appear in the bulk edit window, very useful

Dynamics CRM Parent Account lookup field is greyish in bulk edit


working out what sql querys are generated from your CRM FetchXML queries

Use SQL Tracing to find the SQL query generated for Dynamics CRM Platform Operations for CRM On-Premise


Microsoft have finally made CRM 2011 compatible with Windows 8 and IE11

CRM 2011 – Rollup 17 – IE11 is now compatible with CRM 2011


This is a question that pops up regularly on the CRM forum, so it’s good to have an answer to it.  It’s also not something I do very often, so it’s good to have a step by step guide.

How to Import Marketing List Members in Microsoft Dynamics CRM


if you have ever raised a support call, you will have had to run the support diagnostic tool, this article explains why

Support Diagnostics Tools


A good article from Robert Peledie, he has been on good form on the last few weeks, so keep up the good work Mr P.  This article shows you how you can override the created on date, this can be very useful thing to know

Override The Created On Date on Import


The marvelous Dave Berry is in the firing line and rises to the challenge like an Eagle on Red Bull

CRM MVP Question and Answer – Dave Berry


Every time I create a new entity, I stop for a few minutes to debate the question, should this entity be user owned or organisational.  Knowing that once you press the button you can’t go back and change it, ramps up the pressure.  So let this article guide you on that subject.

User-Owned or Organization-Owned Entities?

A blog post by the Hosk, going through creating a plugin which is triggered after a new account is created, we created a follow up task.  It’s simple, it will only take you twenty minutes.

CRM 2013 Plugin – Step by Step guide for a Post Account Create Plugin using the Developer Toolkit


I wasn’t sure about Access Teams, I understood you create them to give quick and ad hoc access to a record but never really understood why I would do that and for what scenario but as I read more articles on the subject I am slowly seeing the benefits e.g. access teams don’t use the POV table!  Good article, I will also be going through this soon for my MB2-703 – CRM 2013 customization and configuration studying.

Microsoft Dynamics CRM Owner Teams vs Access Teams

Did you know that if you own a workflow and disable your user the workflow will refuse to work, well you do now.

Workflow ownership and disabled users

Hosk goes through the process of creating a dialog and don’t be fooled by the title, dialog’s are not easy they are odd, like an upside down workflow

CRM 2013 – Simple Dialog with a CRM Query

cheeky little trick on how to set a bookmark in IE which pops up an alert of the record you are on.

Retrieving a Record’s GUID in Microsoft Dynamics CRM 2013

Article from CRM MVP Scott Durow the creator of the mighty Ribbon Workbench.  This article shows you how to create a command bar button if you create a new entity and you tick the activity checkbox.  This article is useful just to show you how to use the Ribbon Workbench which can take a little bit of time to get used to (because there are so many options)

Create a command bar button for your custom activities

A dev tip, also add Id to lookup fields in CRM.  Everyone else is doing it and so should you.

Hosk CRM Dev Tip – add ID suffix to lookup fields

You may have heard me waffle on about Badges before but you could be collecting lots of badges to boast to your CRM buddies about.  Microsoft could tweeting about your new level upgrade.  There are also some good screens hidden away to show your ranking on answering forum questions

What are Microsoft Dynamics Community Badges and how to get started collecting them

Creating a no code approval process in CRM 2013 using lots of new CRM 2013 functionality



A useful tool for showing pins on bing maps
Dynamics CRM Bing Map custom Chart


This is a very cool tool by kingswaysoft,  it will convert SQL statements into FetchXML. WOW




a video for those studying for the MB2-703 – CRM 2013 Customization and configuration exam
CRM 2013 – MB2 703 – Manage user access, Teams and sharing


learn some more about access teams

Microsoft Dynamics CRM 2013 Application New Features – Access Teams


If you want more great articles, why not go back and read last weeks top CRM articles again, did you read them?



if you find reading to difficult today, why not go and watch some CRM videos on my youtube channel

Hosk’s CRM Dev

3 thoughts on “Hosk’s Top CRM 2013 articles of the week 9th May 2014

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