Data Grid “+” does either Add New or Add Existing So, hypothetical situation, I need a data grid on a custom entity (call it Group) to allow me to add existing related records of Users. Followed the steps as such: Go to User, add a new lookup field Group, and make it Business Required Go... Continue Reading →
Recently I was trying to set-up a client’s Outlook to connect to a CRM 2013 instance. The user is in a new security role customized specifically for this group of users. First hurdle encountered was clearly described as a permission issue: “Principal user is missing prvReadUserSettings privilege.” The fix for this is to go into... Continue Reading →
While only supported in On-Premise scenarios as of now, this is a feature that can bring a lot of value and simplify administration. But what it is… let’s see: For each CRM 2013 user and queue a mailbox record is created and associated to an Exchange server profile which defines the connection settings. Then, server-side... Continue Reading →
Often times we created scripts with alerts to the user, or getting some sort of simplistic interaction with the user. Some of those do change in Dynamics CRM 2013. If we used window.alert or window.confirm now it’s time to stop that. The new SDK has a warning for us to use the newly provided functions.... Continue Reading →
The new SDK for Dynamics CRM 2013 is out (see previous post for the link), and a few calls stand out when working with JavaScript: getClient instead of using the old isOutlookClient now we have more flexibility to determine the client. the returned values include Web Outlook Mobile use as follows: context.client.getClient(); Pay attention to... Continue Reading →
thatcrm.com 