Join me at Extreme CRM 2011 – I’m Presenting!
Greetings! I have exciting news about extreme CRM 2011 Las Vegas, the year’s biggest and most comprehensive CRM-specific conference: I will be a presenter! Created for partners, by partners, extreme...
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Where’s My Stuff? A Brief Overview on Getting Your Data Into Microsoft...
(Cross post from my i3 Blog: http://i3.infinityinfo.com/blogs/entry/wheres-my-stuff-a-brief-overview-on-getting-your-data-into-microsoft-dynamics-crm) Once you get your shiny new Microsoft Dynamics CRM...
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Quick Tip: Excluding Incorrectly Matched Duplicates in CRM 2011
Cross Post from: http://i3.infinityinfo.com/blogs/entry/excluding-incorrectly-matched-duplicates-in-microsoft-dynamics-crm-2011 With the Microsoft Dynamics CRM 2011 Q4 Service Update (Rollup 5), our...
View ArticleCancelling an On-Save event – Cross browser compliance
Have you ever wanted to intercept the Save, Save and Close or Save and New for a record in CRM, in order to first do some validation prior to saving? Using the event.returnValue = false was the method...
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Full Name and Address Block Fields in Microsoft Dynamics CRM 2013
CRM 2013 has many slick new enhancements, but two of my favorites are the “full name” and “address block” controls. The full name field allows a flyout control which lets you capture “First Name,...
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Autosave in Microsoft Dynamics CRM 2013
Autosave is turned on by default in CRM 2013, which may have an impact on upgraded code or use of the “onsave” command. When autosave is enabled, there is no auto-save option on the create form – you...
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Lead Qualification in Microsoft Dynamics CRM 2013
One of the changes which will take some getting used to in CRM 2013 is the removal of the “lead conversion” screen, present in versions prior to 2013. The convert screen has been deprecated, and in its...
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Merge Forms Wizard in Microsoft Dynamics CRM 2013
The main lead form in 2013 is the name of the entity form. In CRM 2011 environments prior to UR12 online, and all on prem implementations, the primary form was called the “information” form. If you...
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Quick View Control in Microsoft Dynamics CRM 2013
CRM 2013 introduces a new “quick view” control which allows you to add some “cards” from related entities to display relevant data. It’s a neat little control which lets us avoid creating duplicate...
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Quick Create Forms and JavaScript in MSCRM 2013
The Quick Create form in CRM 2013 is a new interface for the user, to allow them to quickly add records without leaving the main navigation window. Quick Create forms are a really slick new interface...
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