I recently installed North52 in my CRM environment and I've been having great fun exploring the capabilities of the solution to replace some existing plugins, and to develop some new functionality. North52 is an amazing solution that enables functional consultants like me to develop technical solutions using a simple point-and-click editor. North52 is probably worth … Continue reading Update an Account in CRM with the latest Stock Price using North52
I recently read a great blog post by Megan Walker regarding the formatting of a long date field in CRM. Megan has explained really simply how to achieve this using JavaScript, and I'd thoroughly recommend reading her blog to see how easy it is. I know that some people are uncomfortable even with using simple … Continue reading Long Date Formatting for Date fields – A Different Way
One of my favourite tools in my CRM Administrator Toolkit (*not an actual thing) is the Dynamics CRM Power Pane extension for Google Chrome and Mozilla Firefox. The Power Pane add-on has been developed to help developers, testers and power users to accomplish tasks that they may require in their day-to-day role. Installation of the … Continue reading CRM Power Pane – Review
I've been working on a problem that's been plaguing me for months and now, thanks to Microsoft Business Solutions MVP Aiden Kaskela and his Workflow Elements solution, I've finally managed to get it sorted. The Problem I wanted to be able to conditionally add members of one Team to another with a workflow, without hard … Continue reading Add Team Members to another Team
Following on from my last post I wanted to share some of the tips I've picked up along the way related to developing new entities in Dynamics CRM/365. The first major step in any development is the creation of a new system entity, and there are plenty of opportunities for missteps here. Per my last post, … Continue reading Customisation Tips – Entities
When I first started using CRM I made plenty of mistakes that cause me to physically cringe when I reflect on them, so I hope that by sharing some tips that I've picked up on my journey, I may be able to help others avoid them. I've been discussing customisation best practices internally in my … Continue reading Customisation Tips – Solution Management
Following on from my last post about Multi Select Checkboxes, I have been continuing research to try and find a suitable solution for adding multiselect options to my CRM 2016 environment. I really like the checkbox tiles, but the downside to them is the need to create fields, update forms and update web resource parameters … Continue reading Advanced Multiselect for Dynamics – Review
