USD – Create phone call (NEW_CRM_Page)

I was recently asked a question regarding Unified Service Desk for Microsoft Dynamics CRM, the question was about how to correctly set the “To” field on a phone call. (Keeping in mind that the “To” field is an activity party field.) As always, I do try to create blog posts when asked questions, assuming others…

USD – Spilt Panels

Unified Service Desk for Microsoft Dynamics CRM gives the ability to split panels, useful if you want to create a preview style interface. Maybe with a list of activities on the left and the activity details showing on the right. In this post I will explore this concept and demonstrate how to achieve this effect. I am…

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 us entitlements. Having a default SLA is great but what-if you have selected customers that…

Charts – Collection

I have recently been publishing a number of posts about how to edit Chart XML and the capabilities of charts within Microsoft Dynamics CRM. This post gives a summary of all of those posts. As I add more posts I will continue to update this page. Show Labels as percentages – Describes how to change…

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.…

Enhanced SLA and Entitlements (Part One)

I recently had to configure enhanced SLA and entitlements within Microsoft Dynamics CRM, the process involves several steps and includes quite a few significant configuration options. Because of this I decided to document the approach I pursued. Some organisations have quite complex service level agreements, I once had to develop an SLA solution for a…

Charts – Columns

Continuing my simple series of posts about Microsoft Dynamics CRM charts, I thought this time I would look at column charts. Hopefully you are already familiar with how to export the chart XML, edit and import back. If you are, everything in this post is actually pretty standard easy stuff. An out of the box…

Javascript – Set any value

Previously I have shown standard functions I use to get text values of attributes and set option sets based on their text value. Here is another common function I use to set the value of any field.(Except lookups which need more parameters, I will cover these later!) // *** FUNCTION : SetValue // *** PARAMS…

Charts – Pie Charts

In this post I will continue my series looking at how charts layouts can be customized using XML. If you are new to amending the chart XML please refer to my post on adding percentages on pie charts, as this describes the process to export, edit and re-import chart XML. This time I am going…

Charts – Radar Charts

Microsoft Dynamics CRM does not offer a Radar chart OOB but it is still possible to use them! Creating a radar chart is a simple matter of a quick change to the chart XML, if you aren’t familiar with how to edit the XML try reviewing this post in which I give an example. Here…