Configuration · Dynamics 365 · Dynamics CRM

Set custom icon for Case Source (CaseOriginCode)

Case view displays different icons depending on the case source as displayed in red circle below. There are a number of default icons, however custom value for CaseOriginCode will show the Yammer logo with red cross. Here is how to make Dynamics display custom icons to add polish to user experience. Icon schema name format:… Continue reading Set custom icon for Case Source (CaseOriginCode)

Customization · Dynamics CRM · Javascript · Node · RequireJS · UI

Using Node and RequireJS with CRM

It is a good practice to separate your script into separate files to improve re-usability, maintainability, readability, and other-abilities. Traditionally, you would add the scripts into CRM form in order that they need to be loaded, CRM would then load them all before it executes anything. This has its impacts in performance and hence since… Continue reading Using Node and RequireJS with CRM

Dynamics CRM · Licence

CRM: Non Interactive Users for Service Accounts

A non-interactive user is a user account in Microsoft Dynamics CRM Online that can access the system but only via the web service layer. This is ideal for Service Accounts such as Integration and Portal accounts as those accounts do not require a Dynamics CRM Licence. To do this, open the user record, open Administration… Continue reading CRM: Non Interactive Users for Service Accounts

Customization · Dynamics CRM · Dynamics CRM 2013 · Dynamics CRM 2015 · Dynamics CRM 2016 · UI

CRM 2016: Default/Select Custom View on Application Navigation

It is very common for one entity to be used in more than one part of the business, and hence in more than one Area or Group of Application Navigation. To improve the user experience when working in different record scope of the same entity, we can configure the navigation item to open a custom… Continue reading CRM 2016: Default/Select Custom View on Application Navigation

Dynamics CRM · Dynamics CRM 2013 · Dynamics CRM 2015 · Dynamics CRM 2016 · Migration

CRM 2016: Import TimeZone

On a recent project, I was working on importing a list of resources into CRM. We are using Dynamics CRM Service module default Resource entity, and for Resource entity TimeZone field is required. There is a numeric value for each TimeZone, this numeric value is to be used instead of the string/text representation. As I… Continue reading CRM 2016: Import TimeZone

CRM Extension · Dynamics CRM · Resco Mobile CRM

Resco Mobile CRM: Linked Sync Filter

Firstly, let’s talk about Sync Filter. Sync Filter in Resco Mobile CRM works similarly to Outlook’s Offline Filter by specifying a Search Filter (Criteria) of data to be brought offline. As part of Sync Filter’s search filter, you can specify a Link Entity criteria, eg. all Active Accounts which Primary Contact is owned by current… Continue reading Resco Mobile CRM: Linked Sync Filter

Customization · Dynamics CRM · Dynamics CRM 2013 · Dynamics CRM 2015 · Dynamics CRM 2016 · UI

CRM 2016: Subgrid Add (+) Button Behavior

Associated subgrid on entity form has changed significantly since CRM 2013’s new clean UI. There is Add (+) button above the subgrid at the right hand corner which replaces the Add New and Add Existing button which normally appear on subgrid Ribbon control for CRM 2011. Having the same button performs two different actions is… Continue reading CRM 2016: Subgrid Add (+) Button Behavior