Category: Dynamics CRM 2013

Updated Incremental Auto Numbering Solution (using real time workflows) and video run through

There has been a few queries regarding the Auto Numbering Solution post which featured here originally and upon reviewing it, there are a few things that could have been better explained. I thought this would be a good opportunity to update the original post to include this clarity and also include a short video to run through and explain the ‘concept’ of the solution and also discuss some of the areas that could cause the most...

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How to use Articles in Microsoft Dynamics CRM (& Why you should use them)

Articles are a standard entity in Dynamics CRM and they are not a new feature. They have been around since version 4.0 in one form or another and in subsequent updates and new versions they have been gradually improved into what you can do with them. Articles are an amazing entity which form the greater knowledge base of your organisation. We’ll talk about how amazing they are in a moment. For the purpose of this post, I’m...

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Getting Started with the Service Calendar in CRM 2015: Part 1

I always have this need to call the Service Calendar the ‘Resource Scheduler’ and I don’t know why. This is not a bad description though, it does schedule resources, with a resource being whatever you want it to be and having the ability to schedule it for whenever you want.. providing it’s within business hours, not while the business is closed, whilst the specified resources are available and have the capacity to fulfill your request, and...

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How to build an XRM Solution using only standard CRM 2015 Functionality

The standard functionality in Dynamics CRM 2015 has really taken a larger jump than 2013 to allow a user to not only create a solution that is not dependent on custom code such as JavaScript or Plugins but has also allowed it to be enjoyable as opposed to a chore. I wanted to highlight why it’s such a good thing being able to achieve this. From a business perspective, it means developers can focus on more...

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Why use the Advanced Find ‘Group AND’ functionality if this is it’s default state?

Advanced find is one of my favorite pieces of functionality in CRM. Reason being it allows anyone to become a master of the data that is held within CRM in ways you have never imagined.  This is where a user changes from simply inputting data to actually owning and understanding the data available to them. A tool to achieve such mastery is Advanced Find. CRM 2015 has embraced the Advanced Find functionality so you will now...

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Business Rules finally grow branches in CRM 2015

Business Rules in Dynamics CRM are a way to implement Client Side business logic through the user interface & was originally introduced in CRM 2013. They are quite nifty little things and can prove to save time and effort as opposed to writing JavaScript to do the same thing. Of course, it does depend if you can do the same thing in Business Rules, as that is where it’s limitations are. Originally in the CRM 2013...

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A quick start guide to Business Units, Security Roles, Teams & Users

I was in much debate with myself over the first part of this series. A ‘quick guide’ to four major entities and their interactions can surely be anything but ‘quick’ right? Well, the aim of this post is to be able to focus on the areas that matter, as the whole relationship between the four of these entities can get seriously messed up depending on your business requirement or your imagination. I know when I was...

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A working Incremental Number ID Solution (with different prefix’s) using Syncronous Workflows

This post is going to detail a walk through on how to create an Incremental ID Solution for an entity -either an oob or a custom entity – both work fine. You also can take and improve/use only part of the solution. The inspiration I used for this and what it builds upon is the guide I found here. What I did beyond this guide was add the Prefix element and work it for more than...

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