Microsoft Dynamics CRM Tips
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CRM 2016 : Postal Address Autocomplete

CRM 2016 : Postal Address Autocomplete | Microsoft Dynamics CRM Tips | Scoop.it
This is one of the most amazing and helpful new capabilities of this latest Dynamics CRM version. Finding and entering an address has never been simpler. Suppose you're looking for this address "10 Washington Street - NY City" Let's Start by entering the first line Moving next generates a popup with the found places  …
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CRM 2016 : Postal Address Autocomplete

CRM 2016 : Postal Address Autocomplete | Microsoft Dynamics CRM Tips | Scoop.it
This is one of the most amazing and helpful new capabilities of this latest Dynamics CRM version. Finding and entering an address has never been simpler. Suppose you're looking for this address "10 Washington Street - NY City" Let's Start by entering the first line Moving next generates a popup with the found places  …
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CRM 2015: Yes you can clear a field with Business Rules

CRM 2015: Yes you can clear a field with Business Rules | Microsoft Dynamics CRM Tips | Scoop.it
If you have experienced Business Rules in Dynamics CRM 2013 you probably had to build a BR where a field must be cleared. Well that was not possible and we used to either make a two lines script or create another hidden field which is always empty and match the field you want to clear…
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Hide subgrid add button (+)

Hide subgrid add button (+) | Microsoft Dynamics CRM Tips | Scoop.it
For some user experience issues, sometimes you may want to hide the + button on a subgrid. This is how to proceed: If not already done, download JQuery and add it to your webresources then add the following HTML code as a webresource in the form containing your subgrid.   /webresources/new_Jquery.js $( document ).ready(function() {…
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CRM2016 : Use DELVE to get relevant trends

CRM2016 : Use DELVE to get relevant trends | Microsoft Dynamics CRM Tips | Scoop.it
One of the most amazign features of the latest version of MS CRM is that actually you can integrate Delve into your dashboards in order to get the relevant trends and documents. If you have already used Delve with O365 pack, you would have an idea about it. If you don't let's say that it's like…
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Robert Shurtleff's curator insight, January 5, 2016 11:35 AM

The start of better O365 Integration...

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[CRM2013] Transform a Local Picklist into a Global Option Set

[CRM2013] Transform a Local Picklist into a Global Option Set | Microsoft Dynamics CRM Tips | Scoop.it
In a recent post we've seen how to populate an option set via an external file and an example of a list of countries was given to illustrate it (See The bad news is that it was only possible to pop...
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Dynamics CRM 2013 - Transform a Local Picklist into a Global Option Set

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Populate an Option Set with new values from an external File

Populate an Option Set with new values from an external File | Microsoft Dynamics CRM Tips | Scoop.it
We usually need to populate an option set field with a numerous values (Countries for example). So typing 100 or more countries is at the same time a tedious and time wasting job. Here is a tip tha...
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Customize CRM Is Helpful in Banking & Finance Management

Customize CRM Is Helpful in Banking & Finance Management | Microsoft Dynamics CRM Tips | Scoop.it

Recently update by Microsoft announcement latest feature for upcoming for Microsoft Dynamics CRM their relevant product. His main targeted at improving cooperation between the advertising and...


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How to turn Dynamics CRM charts into 3D

How to turn Dynamics CRM charts into 3D | Microsoft Dynamics CRM Tips | Scoop.it
Charts in Microsoft Dynamics CRM are by default built in 2D. While working on a sales pipeline for example, you may want to see a chart representing it in 3D instead of 2D. This post gives the answ...
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How to turn Dynamics CRM charts into 3D

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Difference Between Managed And Unmanaged Solutions

Difference Between Managed And Unmanaged Solutions | Microsoft Dynamics CRM Tips | Scoop.it
A Dynamics CRM Solution can be defined as a set of customizations that can be easily moved from a database to another. Depending on project's context and whether if your environment is a sandbox or...
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Difference Between Managed And Unmanaged Solutions
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Microsoft Dynamics CRM Spring '14 Service Management Overview

Microsoft Dynamics CRM Spring '14 Service Management Overview | Microsoft Dynamics CRM Tips | Scoop.it
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Microsoft Dynamics CRM Spring '14 Service Management Overview
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Dynamics CRM 2015 Update 1 - How to create a theme

Dynamics CRM 2015 Update 1 - How to create a theme | Microsoft Dynamics CRM Tips | Scoop.it
CRM 2015 latest update has changed several issues regarding User Interface and made navigation easier with less scrollings and less clicks. Navigating in CRM 2015 now follows the same principles as Microsoft Dynamics Marketing. Check out this video to have further information about navigation and other features regarding Update 1. http://www.youtube.com/watch?v=NJgRctOncuA Let's have a glance…
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Robert Shurtleff's curator insight, January 5, 2016 11:33 AM

Still a ways to go, but thankful for themes none-the-less!

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CRM 2015 SDK: How to recognize user's form factor and client

CRM 2015 SDK: How to recognize user's form factor and client | Microsoft Dynamics CRM Tips | Scoop.it
When you're working on multi-device projects in Dynamics CRM, sometimes you need to know the form factor that the user is currently using in order to execute or note some UI actions using Javascript. Dynamics CRM 2015 makes it easier and suggests using the context object with getFormFactor() method that returns an integer between 0 and…
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Interact with business process flows with Xrm.Page.data.process object

Interact with business process flows with Xrm.Page.data.process object | Microsoft Dynamics CRM Tips | Scoop.it
Dynamics CRM 2015 Update 1 offers a new interesting capability. You can now interact diretcly without trying to get the process ID as we used to do in the previous versions. So the magic object is Xrm.Page.data.process It allows you to get the current process by using ActiveProcess method or the active stage by using ActiveStage…
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Easily Export Audit Logs

Easily Export Audit Logs | Microsoft Dynamics CRM Tips | Scoop.it
If you have already used Audtining in Dynamics CRM, you may have noticed that you cannot export logs. This is an issue I have been facing recently when I was asked how we can do stats and measure CRM's use. Fortunately, there are two ways to get that logs on an Excel file. The first…
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[Quick Tip] How to Apply Javascript On Business Process Fields

[Quick Tip] How to Apply Javascript On Business Process Fields | Microsoft Dynamics CRM Tips | Scoop.it
In Dynamics CRM 2013 having control on Business Process fields seems to be impossible. You cannot apply Business Rules on these fields but yet it's possible to access them via Javascript. I think t...
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Dynamics CRM 2013 - Easily Have Control Over Business Process Fields

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[Quick Tip] Personal Options

[Quick Tip] Personal Options | Microsoft Dynamics CRM Tips | Scoop.it
Personal Options are that settings applied to the current users.  Open the settings menu at the right of the navigation menu where you can easily set several options like the time zone you are in, ...
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Dynamics CRM 2013 Personal Options

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[Dynamics CRM 2013] 2 ways to hide/show a section

[Dynamics CRM 2013] 2 ways to hide/show a section | Microsoft Dynamics CRM Tips | Scoop.it
While customizing a Dynamics CRM 2013 form, you may need to show/hide some fields or sections. Let's say that in this latest Dynamics CRM version, things are getting easier and we have 2 ways to do...
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[Dynamics CRM 2013] 2 ways to hide/show a section
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Dynamics CRM 2015 Release

Dynamics CRM 2015 Release | Microsoft Dynamics CRM Tips | Scoop.it
Microsoft has finally unveiled the next Dynamics CRM release (2015). This next release is promising some amazing new and enhanced functionalities such as MoCa dashboards enhancement and extended Bu...
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Dynamics CRM 2015 Release
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How to Change Standard Chart Colours

How to Change Standard Chart Colours | Microsoft Dynamics CRM Tips | Scoop.it
Have you already wondered how to change Dynamics CRM standard chart colours? You may wish to change these standard colours automatically attributed to charts. So this is possible and can be done by...
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How to Change Standard Chart Colours
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How To Disable Form Auto Save

How To Disable Form Auto Save | Microsoft Dynamics CRM Tips | Scoop.it
The auto save in Dynamics CRM 2013 is by default enabled. To disable it go to Settings==>Administration==>System Settings and then Check the No Check box as explained in the screenshot below
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Dynamics CRM How To Disable Form Auto Save
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