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Channel: Allan Varcoe on Microsoft Dynamics CRM
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Waiting for a date...

If you define a workflow in Microsoft Dynamics CRM 2011 that waits for a date stored in a field and then a user clears the field, what happens? Well, you get an exception in the workflow and it will...

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With UR9 comes more users, more expectations and more challenges

In the upcoming release of Microsoft Dynamics CRM 2011, most often referred to as the Q2 service release or UR9, there will be a lot of exciting new functionality (Preview Guide here). One of the most...

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Solutions in Test & Production, Managed vs. Unmanaged

What strategy should you have when working with larger development projects with Microsoft Dynamics CRM 2011? Generally speaking, I think that the most common recommendation is to used a un-managed...

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Cannot change the currency of an existing opportunity

Did you know that in some cases you cannot change the currency of an existing opportunity in Microsoft Dynamics CRM 2011. The error message is a bit strange, but here is the reasons for it.What I’m...

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Ribbon Customization for Custom Activity

Customizing the Ribbon of a Custom Activity in Microsoft Dynamics CRM 2011 does not always provide the results you might expect. The reasons might be sound and logical, but there are inconsistencies...

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Checklist when preparing to upgrade your CRM 4 solutions

Mainstream support for Microsoft Dynamics CRM 4 will end on April 9th 2013 (source). That’s not too far away! If you have a large and complex XRM solution it’s about time to really get geared up and...

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Advanced Find and N:N (many-to-many) relationships

When trying to find entities related through an N:N relationship in Microsoft Dynamics CRM 2011, you might end up in a situation where the relationship cannot be found in Advanced Find. In this article...

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Mysterious section “Research” on the Case (incident) form in CRM 2013

When working with a large customization project where the Case (incident) form was a centrepiece, we’ve found that – in an upgraded CRM 2013 solution – there was a mysterious section named “Research”....

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