Often times you want to block a user from saving a form if a certain field value is not in line with what you expect. Whether this is a drop-down selection, or a text field or date, this field is not a required field. JS to the rescue. The piece of code looks as follows:... Continue Reading →
Importing bulk data into CRM, whether on the initial load, or subsequent Lead loads or what not, can become a daunting task. In most cases people will use Excel to manage the data, and save to .csv for CRM import. Here comes the fun part. I’ve had multiple situations where Excel specific cell formatting can... Continue Reading →
Creating and Publishing your custom icons for CRM entities makes your solution that much more professionally-looking. There’s two ways to load your custom images onto CRM: For On-Premise only: upload your images in the CRM web folder called _imgs (default installation is at C:\Program Files\Microsoft Dynamics CRM\CRMWeb\_imgs) For both Online and On-Premise: make sure you... Continue Reading →
So I’m taking a 10 days challenge, where I will post one quick CRM 2011 tip a day for the next 10 days. Let’s see how this works. Today’s tip is related to editing the Site Map. If, after extensive edits of the Site Map, you realize that you can not access the import customizations... Continue Reading →
There’s two aspect to using fields in Search within CRM. The settings are in separate places, so I’m just making this mental note to check both when making configurations. Field properties – in the field’s properties, you can configure a field to be searchable. What this does in fact is it allows the field to... Continue Reading →
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