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Microsoft Dynamics CRM / xRM : The X, uncovered

What is xRM?

Picture your business process — whatever it may be — working at its greatest potential. Picture your Excel spreadsheets, sticky notes, e-mails, lists, tasks and data processing programs all in the same application. Picture your entire business working faster, with up to date, accurate information. Do you know what you’re picturing?

You guessed it… [...]

CRM Hotfix Auto Update: Part Deux

Once upon a time, in a galaxy far, far away, I wrote a blog describing the process one would go through if they wished to configure hotfix auto updates for Outlook clients on their CRM server. The process was painful: we had to extract the contents of the hotfix file and do some hunting to [...]

Microsoft CRM Bit Field onChange() Event Not Firing As Expected

I recently encountered some difficulty  firing a JavaScript event off when a bit field was marked as True. The following code worked fine when the bit field was a radio button on the form, but the event would not fire until I tabbed out of the field when I had the bit field formatted as [...]

Do You Want To View Only the Webpage Content That Was Delivered Securely?

Depending on how your browser in configured, you may see the message above when you attempt to access a custom page in your CRM system. This is caused by a change in the security level of the pages in the system. If you are using HTTPS for your system and have (for example) an IFRAME [...]

Internet Explorer Settings in order to have correct Authentication to SharePoint links embedded with-in CRM

 

First check the protected mode is not enabled in both Internet and Local Intranet zones in the security tab. This can be checked by navigating to Tools->Internet Options in the Internet Explorer.

 

 

Click on the Security tab as highlighted in the screen shot above. Then in the lists of Zones available, click on the [...]

The Curious Case of the Import Data Wizard

In Microsoft Dynamics CRM 3.0 there existed an option to update records when using the built-in Import Data Wizard. This was an extremely useful feature; we could export thousands of rows to Excel directly from CRM, update the information using Excel tools (such as Find and Replace), and then import this enriched data back into [...]

Accounts With No Contacts and Fun With Subqueries

A client recently asked me how we could use advanced find to give us a list of the Accounts that do not have any Contacts associated with them. I have been asked this question a few times in the past, and I had always assumed that it would be straightforward and a breeze to create. [...]

CRM 4 Data Import Tool With IFD authentication

Microsoft released a neat little tool called the data import tool. This tool allows any user to select an entity, a system view or even a personal view, then modify the data in batch mode. However, anyone that tried to connect to crm via IFD or a partner hosted crm noticed right away that it [...]

Get current user in CRM

Ever came across a scenario when you need to get the currently logged in CRM user within your custom page? Normally one would use WhoAmIRequest. It works as long as you are running an on-premise version. For IFD scenarios this throws exception. On some blogs people have suggested to use [...]

Internet Explorer 8 & MS CRM 4.0: A Match Made in Heaven

Last Thursday Microsoft officially released the long awaited Internet Explorer 8. In addition to improving on security features, accelerators and general peformance, there are a number of features which the Dynamics CRM 4.0 community will embrace with open arms.

First, there is no need to worry about compatability between CRM and this newest incarnation of IE: [...]