JavaScript – Refresh Forms

Here is a quick JavaScript code example. Having added a new opportunity on a contact I wanted to refresh the contact form and at the same time save any changes. This concept might be useful in several circumstances, say you have a customization on the opportunity that updates fields on the contact. Then refreshing the…

CRM2016 – Mobile Controls

Microsoft Dynamics CRM 2016 includes a new capability that lets you customize your mobile forms with controls that are touch friendly. Including sliders, flip switches and even pen controls. In this video I demonstrate the standard opportunity form on the mobile client and then show how easy it is to customize the form to use…

CRM2016 – URLs

When I use Unified Service Desk with Microsoft Dynamics CRM 2016 it is quite common to need to construct a url to access a specific CRM form, view or dashboard, so in this post I thought I would describe the concepts around accessing these CRM elements using a url. Note: Whilst I have created this…

Speedometer Style Charts

Since using the new Excel templates in Microsoft Dynamics CRM 2016, I have found myself “playing” with various charting features in Excel. One of which was to show data as a speedometer style gauge, this proved to be slightly harder than I first expected! I thought I would describe the process here, as once you…

CRM2016 – Excel Template Demo

Microsoft Dynamics CRM2016 contains a new ability to create Excel templates. Here I give a quick demo of how this new feature operates and I also describe how personal and system templates can be easily maintained.  

Enhanced SLA and Entitlements (Part 2)

In a previous post I described how to configure an enhanced SLA within Microsoft Dynamics CRM.  (2015 and 2016) This post builds on that to extend to using Entitlements. Hopefully you will find this information useful if you need to use entitlements. Having a default SLA is great but what-if you have selected customers that…

Opportunity – Potential Customer

I recently came across a “difficulty” with potential customer on the opportunity entity in Microsoft Dynamics CRM 2015 (and I assume 2016), I hadn’t seen this issue before so thought I’d mention it on my blog. I think it was with the release of CRM2013 SP1 that the field potential customer had its meaning changed.…