In Dynamics CRM you may have a field you want to be required some of the time, but not required, or maybe not even enabled, the rest of the time. In this post I’ll show you how to dynamically enable/disable and set/unset the required attribute of CRM form fields using JavaScript. »
One of the most basic and most important functions of technology management is to evaluate projects to determine whether your organization should invest time and resources in them. As fundamental as this function is, too many people do it the wrong way. I initially wrote a draft version of this post that outlined a variety of wrong ways to evaluate projects, but I gave up on it because it was too depressing. »
At a previous job, we had used GoldMine (version 6.7 was where we parted ways) as our CRM system before moving to Dynamics CRM. At the time - maybe it’s still done this way - GoldMine allowed you to code activities with a hierarchy of references, codes and results. We used reference to separate activities either by department or broad functional grouping (e. »
In part one of this series, I explained the basic idea behind a macros system for Dynamics CRM and a situation in which you’d want to use it instead of a workflow for process automation. I explained the structure of the macros system and showed the CRM entity form customizations that are required to implement it in part two. »
In part one of this series, I explained the basic idea of what a macros system for Dynamics CRM is and a situation in which you’d want to use it instead of a workflow for process automation. In this post I’ll explain the structure of the macros system and show the CRM entity form customizations that will be required to implement it. »