I think most people would agree the e-mail editing functionality in the Dynamics CRM web UI leaves a lot to be desired. One of the most embarrassing moments I experienced on a recent project was when I had to explain to the client the convoluted process that would need to be used to add a corporate logo to outbound e-mails. »
Last month I wrote a post about how to create a web resource dialog “launcher” that you can embed in a CRM form (both classic and updated modes) with JavaScript and an OData query. In today’s post, I will show how to do the same thing using a FetchXML query. There are four changes you need to make to the web resource from the previous post. »
I’m working on a project with CRM Online, and I just found a significant difference between how records are saved from updated-mode forms as compared to classic-mode forms. I had added the territory field to the OOTB “account” form, and I also created a new security role based on the OOTB “salesperson” role, but I neglected to add append-to rights to the territory entity. »
In today’s post I will show how to set up a recurring process in Dynamics CRM that executes a FetchXML query to return a set of records and then starts a workflow for each of those records without requiring any external processes or tools. This is a generalized approach to solving a class of problems that includes the following scenarios: »
I love Dynamics CRM dialogs. In fact, I think they are one of the best features of CRM 2011. What I don’t like about dialogs is how the user has to run them when working with a entity record. On a “classic” mode form, the user has to go to the ribbon, click start dialog and then find the dialog in a list. »