• Where is that new Microsoft Dynamics CRM dashboard you promised?!

    Recently we created a Microsoft Dynamics CRM 2015 dashboard to display a custom report. I’ll get to the steps of creating a dashboard to display the report in a different blog, for today, we’re going to discuss the visibility of the system dashboards and forms. To create a system dashboard. Select your solution. Click New. Select Dashboard. This will open the new dashboard dialogue.

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  • No Code record ID in Microsoft Dynamics CRM 2015

    We have had several requests to create unique record IDs for both out of the box entities as well as custom entities. I’ve used jscript, workflows (custom workflow actions) and/or plugins to accomplish the tasks and no two requests are the same.

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  • Microsoft Dynamics CRM 2015 Enhanced Business Rules

    As the local “Tech Guy”, I was quite excited to hear of this enhancement from Microsoft for Dynamics CRM 2015 Business Rules. It is the addition of conditional branching in the business rules logic. Previously, to have alternate conditions in business rules, we would need to create multiple business rules to satisfy each condition. For […]

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  • Hiding Business Process Flow on a Form

    Dynamics CRM 2013 Forms are packed with great features- like the Business Process Flow. While most users and organizations get great value out of them, there may be instances where they aren’t needed or wanted on the form. This week I was asked to write a bit of code to “hide” the Business Process Flow bar […]

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  • Sitemap Edits

    “Where did I put my Marketing Area?” I received a request from a client to make a change to the sitemap and to add an entity to the Marketing sublist.  The easy way to add is to select the area to display on the entity definition UI, as below. But when the entity was opened, […]

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  • Duplicate Detection Rules- matching fields

    My records match? Just the other day I ran a CRM  import and was amazed CRM did not call out my duplicate data.  Why did it not fail the duplicate records during import?  I’m looking at the data.  It looks the same!   Let’s take a step back and run through the scenario. I’m running 2013 […]

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