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ExchangeOnline and CRM Server Side Sync
There are two ways to quickly get access to a new Dynamics CRM Trial: https://www.microsoft.com/en-au/dynamics/crm-free-trial-overview.aspx https://www.microsoftdynamicsdemos.com/ If you create a new...
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Convert to Case: Displaying email contents
There are two ways to create case from an incoming email: Automatic record creation rules Convert to Case button in the email command bar Once a case is created, there may be so many other activities...
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Backing up plugin/workflow assemblies
One of the ways to quickly backup the plugin/assemblies that are stored in the MSCRM database is to use the Assembly Recovery Tool that comes with XrmToolBox. Recently, I had a situation where I...
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Critical bug with Full Text search
Most of the cool new features unveiled by Microsoft, are available in CRMOnline only. But, full text search is one of the features that is OnPremise only. It was made available with CRM2015 Update 0.1....
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Bookmarklet: Theme Colour Picker
Only of the features lacking in the current CRM Theme form is colour picker. I logged issue 1197446 in Connect regarding this. But, it seems this is not really a priority at the moment. You can use...
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Chrome Extension: Site Highlighter
Site Highlighter is a Chrome extension I developed to do only one task: change the background colour of an element or a tag. The element could be selected by classname or id. I will give you an...
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Edit in Excel Online from Advanced Find
Editing in Excel Online, is a CRMOnline only feature (surprise surprise) that was rolled out with CRMOnline 2015 Update 1. Currently there is one limitation that I find quite annoying: You cannot open...
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Improving CRM grids with TableTools2
It is no secret that I am a big fan of the free/opensource tools that fit in nicely with Dynamics CRM. I am also a big fan of bookmarklets that improve your productivity around common repetitive tasks....
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Bookmarklet: Turn off autosave & lookup on newwindow
The first bookmarklet turns off autosave for the current record, and refreshes the form without saving. Drag the below to your favorites bar....
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Quicktip: Debugging merged plugin assembly
Plugin profiling and debugging is a very useful feature in the plugin registration tool. It helps you to debug and step through the plugin code in your local machine with Visual Studio, using the...
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Debugging custom workflow assemblies
Plugin Registration tool can be used to debug not just plugin assemblies, but also custom workflow assemblies. I am not sure how well known this feature is, as I could not find any documentation about...
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Advanced Find and “In” condition
Advanced Find, in its current form, doesn’t have the capability to do a true “In” condition for text, datetime and numbers. For example this is how you would really do an “In” condition for a text...
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Bookmarklet: Customise Form & Refresh Subgrids
If you just want to quickly customise the form layout use this bookmarklet below. Don’t add any new fields from this window, as it will create the field with the Default Publisher’s prefix, which by...
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Realtime workflow and pre-Operation
Realtime workflow capability is a great addition to Dynamics CRM. It can be used as replacement to plugin, as it exhibits the same synchronous behaviour that executes as a part of the database...
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Searching by Guid
When a lookup is resolved in CRM in advanced find on entity form, it uses quick find view to resolve the correct record. So, if you search for a value that is present in an attribute that is not a...
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Gotcha: Optional Action Parameters
Yesterday, when I was looking into some failed tests, I discovered a quirk of action. If you invoke an action and don’t pass in the arguments that are optional, it doesn’t mean this is going to come up...
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Level Up: A Chrome extension for CRM Power Users
Today, I released a new Chrome extension that assists CRM power users. In this initial release there are 12 quick functionalities: Form helpers Display Logical names for controls God Mode (based on...
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Bookmarklet: Clone Current Record
Sometimes, you just want to clone a current record, and slightly change the details. e.g. some sort of config entity record. You can use the bookmarklet below, that does cloning only at the parent...
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Bookmarklet: Display Optionset values
Unless you have generated strongly typed classes, looking up Optionset values for the selected value or any other value, is one of the most annoying things to do as a developer. You can use the...
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Using Stylish to enhance CRM
What is Stylish? Stylish is a browser extension available for both Firefox and Chrome. It helps you to alter the styles on any site that you don’t control. The change is localised i.e. it is visible...
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