Hosk’s Top CRM Articles of the week – 13th October

I have been writing performance test scripts for Microsoft Dynamics CRM 2013 over the last week.  I now realise the reason for the lack of blogs posts and information on performance testing with Dynamics CRM.  I am using Visual Studio 2013 ultimate Web Performance and load tests and its frustrating, slow, difficult.

The main difficulties arise from the number of guids used in CRM.  To move the scripts from one CRM organisation to another, all guids need to be parameterised.

The CRM WRPC token stops scripts rerunning.  I took the easy option and turned off the token, instead of parameterising the token.  Read more here – What is the WRPC Token?

Microsoft released the CRM Performance toolkit, backwards compatible with CRM 2013.  The performance toolkit tests the default entities in CRM.  The good news is its a free performance testing tool, the bad news is its complex, making it difficult to change it to test your custom entities

CRM-Performance-Toolkit for CRM 2013/CRM2015 is released

CRM professional for hire

Hosk CRM Blog reader and CRM Professional Zsolt Zömbik is available for work now.

Why you should Zsolt

  • He reads Hosk’s Dynamic CRM blog
  • His name score extremely highly in scrabble
  • He has beaten Chuck Norris in an arm wrestle
  • When he runs over puddles, it doesn’t even ripple
  • He aims to be the first Microsoft Dynamics CRM professional to do a CRM deployment on Mars!

 One final point, he is ace at CRM.

Quote(s) of the week

The problem with troubleshooting is that trouble shoots back.” – Author Unknown
“Everything is theoretically impossible, until it is done.” – Robert A. Heinlein

People are born; leaders are made.
General Stanley McChrystal

Hosk Wisdom

People are born, CRM developers are made through knowledge of the CRM SDK and CRM project experience – Hosk

Article the week

become a CRM master 

Great concise blog with good advice to improve your CRM developers skills

Best of the Rest

How to create realistic Test Data for your CRM Project and why you should

Creating realistic test data for you project is great.  Create once, use many times.

Bad data can cause bugs

Good data can find bugs

XRM Strikes Back

Good article from CRM MPV Jukka about XRM

CRM Dialog and Custom Workflow example

An example of with a Dialog working with a Custom Workflow

Real time workflow or plugins

Scott Durow explains how Real time workflows work, comparing them to plugin performance

CRM 2013 – Why wasn’t an updated Custom workflow used by CRM?

I deployed a Custom Workflow but CRM wasn’t using it, find out why

How to remove dependencies to CRM Developer Toolkit

How to extract your customizations from the steel ninja grip of the CRM developer toolkit

Upgrading to Microsoft Dynamics CRM 2015? Here’s What You Should Consider

Things not to miss when deciding to upgrade to CRM 2015, things like, has your CRM become a beast!

Dynamics CRM How to access a QuickForm component via Jscript in Turbo Forms

I’m not sure why you would but here’s how

CRM 2013 – What is the WRPC Token and resolving INVALID_WRPC_TOKEN errors

WRPC token is generated every 24 hours to stop cross-site scripting, I bet you didn’t know that.

Using Actions in Microsoft Dynamics CRM 2015

I’m still not convinced by Actions in CRM. I keep reading articles thinking this time it will make sense

Read why Microsoft brought Adxstudio and why it’s good news

CRM 2013 – Understanding Solutions and how they work

Solutions in Microsoft Dynamics CRM give with one hand and bash you over the head with the other

Microsoft Social Engagement 2015 Update 1.2 is ready!

Social engagement continues to improve (which it needed to), check out the new functionality

Don’t just test the happy path

Developers should test the happy path, alternative path and the exception path otherwise you are giving bugs a place to hide

Case study featuring Unified Service Desk

The Unified Service Desk is awesome, why don’t more companies use it?

CRM-Performance-Toolkit for CRM 2013/CRM2015 is released

How to find Javascript files used in Microsoft Dynamics Forms

Find those pesky Javascript files

Get next case functionality for Dynamics CRM

Interesting read

Programming

how to be awesome part 1

Document integration – part 1: some ideas…

A Toolbox of Software Architecture Review Techniques. Part 1: The simplest thing you can do

What Led Amazon to its Own Microservices Architecture

other

morning pages – how to write them

Why you should write morning pages

How Con Artists Exploit Human Behaviour

16 Great Quotes For Software Testers

Shut Up, Sit Down, and Type

Previous top picks

Hosk’s Top CRM Articles of the week – 28th September

Useful Hosk Links

Hosk list Of CRM 2013 Tools

A list and review of CRM 2013 tools, this will probably work in CRM 2015 as well

Hosk’s CRM Developer Articles

A collection of my favourite CRM Developer articles I have written

MB2-703 – CRM 2013 Customization and Configuration Certification Information

All the CRM 2013 content to help you pass the exam

HoskWisdom – Hosk Developer Quotes

 Words of Wisdom from the Hosk.  I have written over 900 articles, surely I should have said a few memorable things

Advertisement

Hosk’s Top CRM 2013 articles of the week 27th June 2014

I have had some interesting Milestones happen this week

I have published over 800 blog posts, yep that’s a lot

Highest weekly views of my blog 9624

Highest monthly views this month 36745 and I still have a few days to go!

The video below  has had over 1000 views

CRM 2013 – Create a simple plugin in CRM 2013 using the CRM Development Toolkit 

 

Anyway enough about the Hosk, lets move onto the great articles written this week, it’s a mighty fine crop I have for you but first

Extend those thumbs

point them Eastwards

Tilt and wobble

THRUST THOSE THUMBS TRIUMPHANTLY INTO THE AIR

 

Article of the Week

Great blog post from CRM MVP Leon Tribe on his first steps with Azure, I must confess I have not dabbled with Azure myself yet so found this very interesting, who know it was so easy.
Are You Azure-Curious?

 

The Best of the Rest

Taking a look at the Nigel Frank’s Salary survey to see what wages people are on and other interesting facts from the salary survey

CRM Wages in the UK 2013 – Find out How Much You are Worth in 2014

 

The CRM community is really getting grips with the Timer control and are now adding it to other entities at a rate of one per week based on my CRM articles of the week.

Adding Timer Control to Lead Entity in Dynamics CRM 2013 Spring release

 

Hosk’s CRM questions answered by the writer of the CRM 2011 Administrators Bible – Matt Wittemann, 9 times CRM MVP Award!

CRM MVP Question and Answer – Matt Wittemann

 

A great collection of CRM 2013/2011 videos, grouped and ordered to make it easy to find what you want from SlowXRM

CRM 2013 – Great Video resource knowledge base

 

Good blog post from CRM MVP Gustaf Westerlund
Some aspects of the composite address fields in CRM 2013

 

Hosk reviews the Microsoft Dynamics CRM 2013 Marketing Automation book

CRM 2013 Book Review – Microsoft Dynamics CRM 2013 Marketing Automation

 

Entitlements are one of the new CRM 2013 SP1 features, read this blogs to see how they work and it shows you a good example

Entitlements in Dynamics CRM 2013 Spring release

 

I have updated one of my favourite lists – Hosk’s CRM 2013 Tools list, adding my own simple tool to the list

Hosk’s CRM 2013 Tools List

 

Going into a bit more depth with Business rules, nice tidy article

Creating If Then Else Logic in CRM 2013 Business Rules

 

Great post, showing you not only how to use the SLA timer but also change the colour of it.  Customers are licking their lips in anticipation of such wonders

How do I make the SLA timers change colour?

 

Clever way of creating a 1:1 relationship in CRM 2013

Tip #163: Create a 1:1 relationship

 

A list of 50 CRM blogs and Hosk’s blog is featured, whooohoo

50 Great Blogs CRM Professionals Will Love

 

Very detailed blog post on lead scoring and landing pages

Putting Lead Scoring Models and Landing Pages to work in Dynamics Marketing

 

CRM 2013 field notifications are one of the great enhancements and they easy to use and work well.  If you haven’t used them check them out in this article

CRM 2013 Field Notifications

 

Spring ’14 Wave Update: How to Create Holiday Scheduling in Dynamics CRM

Sonoma Partners highlight the potential problems you can hit when you upgrade your CRM 2011 code to CRM 2013 and odd things can happen, well the UI did change completely chaps.

Is your CRM 2013 Activities Tab disabled? It might be your fault!

 

CRM MVP Scott Durow shows you how to change business process stage using code, very useful

How to change process and stage programmatically

 

nice article on integrating CRM 2013 and Sharepoint
Dynamics CRM 2013 and SharePoint Server Based Integration

 

A new tool on codeplex to help you test you CRM 2013 JavaScript

Fake Xrm Page

 

A quick interview with CRM MVP Carsten Groth

Carsten Groth – Programmer, Script expert, Modern UI Tiler

Last Weeks Hosk’s Top CRM 2013 articles of the week 20th June 2014

Last Weeks Top picks

 

Hosk Stuff – Not CRM!

Networking will find you your next job

How to make things happen at work

Who do you work for?

 

Ted Talk

Malcolm Gladwell – Choice, happiness and spaghetti sauce

 

Hosk’s Top CRM 2013 articles of the week 20th June 2014

Thumbs up people you have been fantastic from Monday to Friday and will be rewarded with two days off

 

Article of the Week

This is my article of the week because it’s a very useful new piece of functionality that has slipped under the radar of the CRM 2013 SP1 release.  It’s new functionality that’s easy to implement.

Custom State Model Transitions in Spring Release for Dynamics CRM 2013

The Best of the Rest

 

did you know you can add the timer control to other entities?  See how you use in the Case entity and then put it where ever you like

Add a timer control to the Case form to track time against an SLA

How to stop saves in Javascript CRM 2013

CRM 2013 – Client API: Save Event Arguments

Great answers from the CRM Master Adam Vero

CRM MVP Question and Answer – Adam Vero

I always wondered (but never actually had to do it) how to stop a workflow using code

CRM 2011: How to Cancel/Terminate Workflow Programmatically using C#

Test yourself with these questions on security for the MB2-703 – CRM 2013 customization and configuration exam

MB2-703 – CRM 2013 Customization and configuration exam questions

Good piece of Javascript best practice

JS Link: Avoid Polluting the Global Namespace

The Hosk creates his first tool and it will give a guid in the palm of your form

CRM 2013 Tool – Hosk’s CRM 2013 Guid Getter

Javascript best practice, create a common library.

Improving CRM JavaScript Code with an Xrm.Page Common Library

Learn about the different system job views

Microsoft CRM System Job Views Explained

Who are these mysterious users who update things in CRM.

Explaining the built-in SYSTEM and INTEGRATION users

 

Logging and handling, handling and logging

Logging and Handling Microsoft Dynamics CRM 2013 Exceptions – Part 2

 

A new ebook from Microsoft on their new marketing functionality

New eBook: Increase your impact with Microsoft Dynamics Marketing

 

Videos

A review of Hosk’s new tool

CRM 2013 Tool Video Review – Hosk’s CRM 2013 Guid Getter

 

 

Some quick fire test questions and explanations

CRM 2013 – MB2-703 – Quick Fire Security Test Questions

 

Some exam like questions and explanations

MB2 703 – CRM 2013 Customization and Configuration Security Exam Questions 

 

Last Weeks Top picks

https://crmbusiness.wordpress.com/2014/06/13/hosks-top-crm-2013-articles-of-the-week-13th-june-2014/

 

Ted Talk

Some quick tips, do you know space bar jumps down internet pages!

10 top time-saving tech tips

 

Jamie Oliver Ted talk about teaching children about food

Teach every child about food

 

Hosk Stuff – Not CRM!

You can fail but you are not a failure

Hello Monday – Nice to see you again

This one change would make LinkedIn Awesome

Father’s Day is all about drawing dinosaurs

 

Hosk’s Top CRM 2013 articles of the week 13th June 2014

Happy friday afternoon to you all, finally the world cup has started so here are some articles to read at half time.

I also got over 2000 views in a day for the first time this week, Awesome. Thanks for everyone who visits the blog.

 

Article of the Week

This article is a great overview of all the new features/tools for Developers in CRM 2013 SP1

What’s new for developers with CRM 2013

Almost articles of the week

This articles I found very useful so I thought I would add an almost article of the week section

CRM MVP

Monitor, Monitor, Monitor

CRM MVP Jukka write another excellent blog, this one is on the new configuration migration tool, which is a way to copy information between organisations and environments.

Configuration Migration Tool: Working Smarter with Metadata Entities

 

The Best of the Rest

 

How to add line breaks in the CRM button label

Adding Line Breaks to CRM Button Label Text using Ribbon Workbench

 

Great new CRM 2013 solution from CRM MVP Scott Durow which can add a multi search functionality

Multi Entity Search for CRM2013

 

some useful javascript plugins for everyones favourite notpad ++

Notepad++ Plugins for Javascript Developers

 

A blog about the new routing functionality added into CRM 2013, why did it take Microsoft so long to put this in>?

Routing Rules to Automate Case Routing in Dynamics CRM 2013

 

in CRM 2013 SP1 you can resolve cases with open activities so you no longer have to close them all down before shutting down the case

Dynamics Spring 2014 – Resolve Case

 

top 10 spring wave updates, a nice quick overview

Top 10 Spring 14’ Wave Updates for Dynamics CRM

 

CRM MVP Leon Tribe keeps us abreast of Microsoft’s new best pal Salesforce and their subscriber count

Predicting Salesforce’s Subscriber Count

 

CRM MVP Gustaf suddenly couldn’t publish all customizations in CRM 2013 but don’t worry he didn’t panic

Unable to publish all in CRM 2013

 

Create model dialogs with CRM MVP Andrii, in these two blogs

Dynamics CRM 2013: Step-by-step creating dialog windows

Show your dialog in CRM 2013 modal style

 

Great CRM MVP Q&A with CRM MVP legend and golfer Donna Edwards

CRM MVP Question and Answer – Donna Edwards

 

Does what it says in the title, which is good titling

How to Place PowerMap in a Dashboard in Dynamics CRM

 

Learn how much the new Spring wave is going to cost you in licences

Enter the matrix of Spring Wave 14′

 

Want to know how much space you have on your CRM online, here’s how

Tip #153: How much space does my organization use

 

some nice functionality in CRM which lets you open new windows if you pass the guid to it

CRM 2013 – Let XRM.Utility.OpenEntityForm open CRM forms for you

 

all about updates in CRM 2013

Update Microsoft Dynamics CRM 2013

 

Videos

a look at the new licencing

Microsoft Dynamics CRM Online License Management

A quick five minute look at the unified service helpdesk

Microsoft Dynamics CRM Spring ’14 Overview of Unified Service Desk

 

TED talks  recommend by Hosk

Simon Sinek: Why good leaders make you feel safe

 

Body language affects how others see us, but it may also change how we see ourselves. Social psychologist Amy Cuddy shows how “power posing” — standing in a posture of confidence, even when we don’t feel confident — can affect testosterone and cortisol levels in the brain, and might even have an impact on our chances for success.

 

Something else from the Hosk – not CRM articles

Just some other non CRM related stuff by the Hosk, Read at your peril

Year of the smart watch begins…again

Football Quotes to make you think

Things you will see this World Cup

Don’t under estimate the old person in the office

 

 

Previous Week

6th June

https://crmbusiness.wordpress.com/2014/06/06/hosks-top-crm-2013-articles-of-the-week-6th-june-2014/

30th May

https://crmbusiness.wordpress.com/2014/05/30/hosks-top-crm-2013-articles-of-the-week-30th-may-2014/

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

Hosk’s CRM Dev

Hosk’s Top CRM 2013 articles of the week 6th June 2014

It’s been a busy week for CRM 2013 with Salesforce and Microsoft partnership and CRM 2013 SP1 is released and the CRM community has been blogging like crazy about it, which is good because it means I haven’t had to.

Article of the Week

Donna Edwards herds a bunch of rowdy CRM MVP’s and makes them tell everything they know about the new CRM MVP 2013 SP1.  They had so much to go through they went 5 minutes over the 1 hour barrier!  If nothing else the video tells you the ground breaking news you can now have 7 items on the command bar.

Microsoft Dynamics CRM MVP’s Discuss CRM 2013 Service Pack 1

 

 

The Best of the Rest

 

CRM MVP Andre answers the Hosk’s questions

CRM MVP Question and Answer – Andre Kristanto Margono

 

Study notes from the Hosk on security for MB2-703 CRM 2013 customization and configuration exam

CRM 2013 – MB2-703 – Security Exam Cram Notes

 

Excellent tip about how to disable either the account or contact when searching on a customer lookup

Tip # 148: Simplify the customer lookup

 

A blog post that is massive and has loads of details about CRM 2013 service pack 1

Podcast and Overview: Microsoft Dynamics CRM 2013 Service Pack 1

 

A good blog on the new functionality in SP1 regarding the case creation and routing.  I can’t believe it took Microsoft so long to put this functionality in.

CRM 2013 SP1: Case Creation and Routing – The Details

 

With lots of new features comes lots of people wanting to know the new features work.  Luckily Microsoft has created a lovely new help centre.

New Help Center for Dynamics CRM Online Spring ’14 and Microsoft Dynamics CRM 2013 SP1

 

some sneaky new features in CRM 2013 SP1

Dynamics CRM Online Spring ’14: Top 5 Features You Might Not Know About

 

Some interesting thoughts on the changes in CRM 2013 SP1

Thoughts on CRM 2013 Service Pack 1 and CRM Online Spring ’14

 

A great run down of the new features in CRM 2013 SP1

Microsoft CRM 2013 Spring Wave (SP1) Deconstructed

 

A reader of the blog asked me how to stop contacts syncing down to outlook, this article is great but unfortunatly it didn’t help with the 3000 contacts she had just downloaded to the readers iPhone

How to Stop Automatic CRM to Outlook Syncing for Contacts

 

A good list of all the CRM tools and utilities that are on codeplex, check them out they could save you loads of time

Dynamics CRM Tools and Utilities from Codeplex

 

Hosk’s look at the Microsoft and Salesforce partnership

Understanding the Microsoft and Salesforce partnership – why and what now?

Leon Tribe explains the significance of he Microsoft and Salesforce partnership

Microsoft Stops the Nibbling

 

Hosk Dev tip on getting the EntityReference whilst coding

Hosk CRM Dev Tip – Get EntityReference from Entity

 

Ever wondered how the CRM build number is created and what all the numbers mean

Dynamics CRM Quick Tip – Make Sense of the Version Number

 

CRM MVP  blogs about some problems he has experienced with the new Plugin registration tool

Issues with the new Plugin Registration tool

 

Dynamics CRM 2013 – Part II – Service Queues and Routing

Videos

 

A great list of videos for the CRM 2013 SP1

https://community.dynamics.com/crm/b/dynamicscrmsupportblog/archive/2014/06/05/new-videos-for-microsoft-dynamics-crm-2013-sp1-and-spring-39-14.aspx

 

a playlist of CRM 2013 sp1
#MSDynCRM 2013 Spring ’14 Application New Features

 

Hosk video –  Exam cram notes from the Hosk

 CRM 2013 – MB2-703 – Security Exam Cram Notes

 

Hosk video – understanding the Microsoft and salesforce partnership

 Understanding the Microsoft and Salesforce partnership

 

Something else – not CRM articles

 

‘One day we will beat cancer’ | Cancer Research UK

 

some non CRM articles written by the Hosk

NoTime to wait – Touch Friendly Office for android to be released before windows 8 version

One day we will beat cancer – A master class in presenting in just 1 minute and 30 seconds

Be Inspired by a 9 year old boy doing his chore

 

 

Previous Week

https://crmbusiness.wordpress.com/2014/05/30/hosks-top-crm-2013-articles-of-the-week-30th-may-2014/

 

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

https://crmbusiness.wordpress.com/2014/05/23/hosks-top-crm-2013-articles-of-the-week-23rd-may-2014/

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

Hosk’s CRM Dev

Hosk’s Top CRM 2013 articles of the week 23rd May 2014

Welcome to another exciting week of Hosk’s Top CRM articles

Hosk Video roundup

 

Article of the Week

a great article from CRM MVP Adam Vero on why you should use Access Teams. There have been quite a few blogs and a videos on how to use access teams and a quick introduction to access teams but this deep dive from Adam explains WHY you should use access teams.

http://blog.crmguru.co.uk/2014/05/16/why-use-access-teams-in-dynamics-crm-2013/

 

 

The Best of the Rest

This is a great article on migration tips, focusing on the database

11 Dynamics CRM Data Migration Tips

 

How to set up soap authentication for CRM Online using JavaScript.  A good example from Jason Lattimer CRM MVP

 SOAP Authentication to CRM Online using JavaScript

 

The CRM SDK update has brought in some refresh tools.  The Plugin Registration tool gets a face lift

Dynamics CRM 2013 SP1 Plugin Registration Tool Revamped!

 

Also in the new CRM 2013 SDK update is the migration tool, this allows you to bring things like duplicate detection rules from one CRM organisation to another, which saves you have to recreate them in each instance.

Dynamics CRM 2013 SP1 SDK – New Tool: Configuration Migration

 

You can add use security roles to filter dashboards

Dynamics CRM Quick Tip – How to Secure Your Dashboards

 

Comparing filter functionality between CRM 2011 and CRM2013

Comparison of the CRM 2011 and CRM 2013 Filter Functionality

 

Nice trick to show you how to colour code tracked appointments in outlook

Color Code Your Calendar for Tracked Appointments in Microsoft Dynamics CRM

 

Hosk CRM MVP questions for Blake Scarlavai

CRM MVP Question and Answer – Blake Scarlavai

 

 

Great Ribbon Workbench tutorial to show you how to add a custom advanced find in the command bar.  Very useful if you are planning to go through

Advanced Find from Form Command Bar in Dynamics CRM 2013

 

Hosk goes through auditing in CRM 2013 and then gives some key facts for the people studying MB2-703 CRM 2013 customization and configuration exam.

CRM 2013 – MB2-703 – Quick Overview of Auditing

 

linking CRM 2013 with Google Analytics – cheeky

http://www.crmconsult.co.uk/using-google-analytics-with-microsoft-dynamics-crm-2013/

 

A new CRM 2013 book is unleashed and available to buy

new CRM 2013 book – Microsoft Dynamics CRM Unleashed 2013

 

Joel Abbot tells you why the new changes in service and case in the spring wave are good and why we should be excited

Service & Case Changes…Small But Mighty! Microsoft Dynamics CRM 2013 – Spring Wave

 

Links to CRM 2013 documentation

CRM 2013 – Information and documentation to get you started in CRM 2013 but no User Guide

 

How you can add bing maps to entities quickly

 Add Bing Maps to CRM 2013 Entities Quickly and Easily

 

Really useful tip form Robert Peledie I had forgotten about.  When importing data into CRM 2013/2011 you have the option to create a new entity and then create new records.

Quick Create Entity in Dynamics CRM 2013 – Custom Country List Example

 

 

Videos

 

Video to show you how to create new entities and records using just a CRM import

Quick Create Entity in Dynamics CRM 2013

 

Hosk shows you how to quickly get the record id (guid) using Chrome and IE in CRM 2013

CRM 2013 – Quick way to get a guid for a record using Chrome and IE

 

A good/long tutorial on loading JavaScript from the CRM 2013 Developer toolkit and then how to debug the files

CRM 2013 – JavaScript tutorial using CRM 2013 Developer Toolkit

 

How auditing works and a few key facts from the Hosk

CRM 2013 – How Auditing works and key facts

 

Previous Week

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

Hosk’s Top CRM 2013 articles of the week 16th May 2014

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

Hosk’s CRM Dev

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

https://crmbusiness.wordpress.com/2011/12/15/how-to-highlight-code-in-hosted-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

http://benitezhere.blogspot.co.uk/2014/05/a-simple-approval-process-in-crm-2013.html

Tools

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

http://www.sql2fetchxml.com/

 

videos

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?

https://crmbusiness.wordpress.com/2014/05/02/hosks-top-crm-2013-articles-of-the-week-2nd-may-2014/

 

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

Hosk’s CRM Dev

Hosk’s Top CRM articles of the week 28th March 2014

Welcome to my choice of the best articles this week

Article of the week

if you are going to read one article this week, make it this one

xRM Test Framework for Dynamics CRM 2013 is now available 

As a CRM Developer I found this article very interesting

My non developer article would be Leon Tribe’s CRM MVP answers (and yes I can vote for my own blog posts)

CRM MVP Question and Answer – Leon Tribe

although I did also find the new exchange sync pretty interesting

Dynamics CRM 2013 Configuring Exchange Syncronization 

 

CRM 2013 articles

 

Check out what fields you are no longer using in CRM 2013
Spring Cleaning for Your Dynamics CRM System

Lots of people having troubles installing rollup 2 for CRM 2013, read the article below

Dynamics CRM 2013 Update Rollup 2 may fail to install on Windows 2012 with custom number formats

You can encypt fields in CRM 2013 and they can’t be audited, find out more

Data Encryption in CRM 2013

how to deal with unwanted Activity types that are cluttering up your CRM 2013

What to Do with Unwanted Activity Types in Dynamics CRM

Some study information provided by the Hosk

CRM 2013 – MB2-703 – CRM 2013 Customization and Configuration Study information

A new paid for tool which can schedule reports in CRM 2013 online

New Release: Microsoft Dynamics CRM Report Scheduler add-on v5.0 for CRM Online and On-Premise

A look at the new functionality in CRM 2013 and what’s new for Developers

CRM 2013 – What’s new in CRM 2013 for Developers

 

Leon Tribes shows you how to get Power View into CRM 2013 without photoshop

Getting Power View into Dynamics CRM

Some useful tips if you are migrating information in CRM

Dynamics CRM Data Migration Tip Using the Import Sequence Number Field

a podcast on Business Process flows with CRM MVP Carsten Groth

PODCAST – Business Process Flows in CRM 2013 with Casten Groth

why do we fail