CRM2015 Charts – Funnel Chart XML

In a previous post I explained how to show percentages on a pie chart, that post included details of how to export a chart, edit the XML and import back into CRM. In this post I will continue that theme by listing some common changes you might think about making to the funnel chart. The OOB default…

USD – Load two tabs for account (v2)

In Unified Service Desk (USD) I had a requirement to always load the account and primary contact details in one step. In an earlier process I described a simple way to load two tabs, one contained the account and the other contained the primary contact for that account. Prefect! My previous approach was to simply…

USD – Window Navigation Rules

In my series of posts about learning Unified Service Desk (USD), I thought it might be appropriate to talk about window navigation rules …. Window navigation rules are used to govern how tabs will load, for example, when you click on a contact record USD needs to know if a new session should be started…

CRM Certifications

There are “just” six current certification you can gain in Microsoft Dynamics CRM. Here I describe each of them; MB2 704 – Microsoft Dynamics CRM Application MB2 705 – Managing Microsoft Dynamics Implementations MB2 706 – Microsoft Dynamic CRM Online Deployment MB2 707 – Microsoft Dynamics CRM Customization and Configuration MB2 708 – Microsoft Dynamics…

Certifications MB2-708

MB2 708 is the CRM installations certification. You can find details of skills measured and book the exam here. I recently completed the MB2-708 exam using the online exam option. The online exam process worked really well this time! Actually starting the exam was a pain, the button to begin the exam was labelled “Reschedule”…

JavaScript – getSaveMode

Quick post, hopefully useful reference material …. getSaveMode(), returns a value indicating how the save event was initiated. execObj.getEventArgs().getSaveMode() Note: Don’t forget that you will need to tick the option to return the context as the first parameter on your on-save event. Entity Event Mode Value All Save 1 All Save and Close 2 All Save…

Javascript – Set Lookup Details

In previous posts I describe some common functions I use to get field text values, set optionset values from text, set text field values etc. Here is another post containing a standard functions to set lookup values; // *** FUNCTION: SetLookUp // *** PARAMS: // *** fieldName = The name of the lookup field //…

USD – Google Maps (using $Context)

Within Unified Service Desk(USD) I had a requirement to display Google maps to accounts, contacts and leads. I found that this was easier than I expected by using $Context. If you don’t know $Context can be used with replacement parameters to get variables based on context. So when you are in a contact session (for…

USD – Intranet

I have a requirement in Unified Service Desk (USD) to optionally show a customer’s intranet within a tab, often useful for a call agent as the company intranet may typically be one key source of all manner of information about how to manage customer queries. Plus they can easily see photos of last year’s Christmas…