Tuesday, December 10, 2013

Dynamics 2013 - AutoSave Always ON

By default auto save is configured on for forms in Dynamics CRM 2013. Users no longer need to click a save button and changes are saved automatically every 30 seconds or when the users navigates away.  The save button does appear when entering a new records and once saved the auto save icon appears in the bottom right corner.



Under system settings you can configure auto save off for your organization but not for individual entities. Even though auto save is configured off navigating away from a form saves the changes which can be confusing for users. 


 Effectively AutoSave is always on and the configuration option only turns off the regular 30 second auto saves.

 

Monday, November 18, 2013

Dynamics CRM 2013 - Extension tables removed

Prior to Dynamics 2013 each entity mapped onto two SQL Server tables. One was the base table and the other was an extension table. The base table contained all the system fields while the extension contained the user defined fields.

In Dynamics 2013 extension tables have been removed and user defined fields are now added to the base table as shown below. This will improve performance as the filtered views no longer need to do a join between the base and extension tables.

 

Tuesday, November 05, 2013

Dynamics CRM 2013 - Business Rules Limitations

Business rules were introduced in Dynamics 2013 to make it easier to write logic to control the appearance and values of fields on an entity form.  Using business rules prevents you having to write JavaScript for simple UI logic such as setting the value of a field based on the contents of another field.  

In the example below the annual revenue of the account, the condition, determines if the account category field value is set to preferred customer, the action. 


Friday, October 25, 2013

Dynamics 2013 - FetchXML now supports left outer joins

Dynamics 2013 has now added support for left outer joins in FetchXML. So you can now easily do queries like get all the accounts with no contacts.

<fetch version="1.0" output-format="xml-platform" mapping="logical" distinct="false">
  <entity name="account">
    <attribute name="name" />
    <link-entity name="contact" from="parentcustomerid" to="accountid" link-type="outer">
      <attribute name="parentcustomerid" />
    </link-entity>
    <filter type='and'>
      <condition entityname="contact" attribute="parentcustomerid" operator="null"/>
    </filter>
  </entity>
</fetch>

Wednesday, October 16, 2013

Dynamics CRM 2013 available in Ireland

If you register for a Dynamics CRM trial in Ireland you will now get provisioned with the 2013 release which is significantly different from the 2011 version. There have been major improvements in the user interface in Dynamics CRM 2013. Microsoft has succeeded in making the UI more usable to promote user adoption.   

The UI in versions prior to this could be a little bit daunting for new users with lots of buttons, icons and multiple browser windows open.  Dynamics CRM 2013 has adopted a SPA, single page architecture, with a more responsive and cleaner user interface. 

Wednesday, September 25, 2013

Dynamics CRM Online - Buy now if less than 5 users

If you considering purchasing Dynamics CRM online and have less than 5 users you should do so soon as the licensing model is changing in preparation for the 2013 version of Dynamics. There will now be three different licenses Professional, Basic and Essential and you can get full details here.

The important point is that you need a minimum of 5 professional licenses from 1st Oct.

Friday, September 20, 2013

Office 365 users not appearing in Dynamics CRM

If you get a problem whereby newly created Office 365 users have not been synchronized to Dynamics CRM after you have assigned them a CRM licence then you should check the following.

Tuesday, June 04, 2013

Yammer integration with Dynamics CRM

Yammer is a type of “social network” specifically aimed at businesses. This is immediately obvious in that you need an email address from your organization’s domain to join it's yammer network. 

Yammer has similar functionality to other social networks and you create posts, known as Yams, with hashtags. You can use groups to filter conversations by topic. You can also create external networks and invite third parties to join your conversations. 

Friday, May 24, 2013

jQuery addEventListener error when using IE8

This error cropped up in an intranet application today when a user using an old laptop tried to run it using Internet Explorer version 8. We were using JQuery 2.0 and IE8 does not support binding click events automatically so that's why we got the problem. 

One way around is to use conditional comments to load the appropriate version of JQuery based on the browser version like so



Thursday, March 28, 2013

MTUG Cork - Azure Mobile Services Talk 18th April

MTUG Cork are holding a free talk on Azure Mobile Services on 18th April at the Imperial Hotel.  We are fortunate to have Aidan Casey presenting this. Aidan is an experienced architect and this talk will be short on slides with consist of plenty of code.

Details and registration can be found here

We have a reserved area in the bar afterwards if you fancy having a chat with some like minded individuals.
 

Thursday, February 28, 2013

Cork 4th March - A Lap Around Windows 8 and Windows Phone 8 Apps

Josh Holmes is coming to Cork next week to cover developing for Windows 8 and Phone 8 and the opportunities they present. Well worth attending you can get more details and register here


Wednesday, February 27, 2013

Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide - Book by Neil Benson

I recently read the book Microsoft Dynamics CRM 2011 Customization & Configuration (MB2-866) Certification Guide published by Packt and found it well written and easy to read.

The book was written by Neil Benson who is a recognized Dynamics CRM expert. Neil has produced a book that is of benefit to those preparing for the MB2-866 certification exam and consultants. I believe Neill’s in depth knowledge of Dynamics CRM shines through in this book especially in the summaries which include some useful tips and gotchas.

For those studying for the exam it contains exam tips, sample exam questions and self test questions.  I would have no hesitation in recommending this book if you going to sit the exam.

Wednesday, January 30, 2013

CRM 2011 - ExecuteMultipleRequest provides increased performance for bulk updates

A new request called ExecuteMultipleRequest has been added to the SDK as part of the Dynamics CRM Dec 2011 update aka Polaris. This request allows multiple requests to be submitted in one request increasing performance and throughput.

Friday, January 25, 2013

Dynamics CRM - CRM Anywhere

Finally the Dec 2012 release of Dynamics CRM is being rolled out so we are getting multi browser support aka CRM Anywhere. I had a quick play and it looks great in Firefox.  Going to try some other browsers and devices soon
 

 

Wednesday, January 09, 2013

How to install Dynamics CRM email router on an Azure virtual machine

Installing and running the Dynamics CRM email router on an Azure virtual machine is a pragmatic and cost effective option for many organisations. This is a quick overview on getting the Dynamics CRM email router installed and running in the cloud.