Working with lookup fields in CRM when using JavaScript is a little different due to the way the entity is handled. The following snippets will allow you to both read a value in a look-up, as well as to populate a value in the look-up (for cases when you need to pre-define a value). Reading... Continue Reading →
JS to get details from parent lookup entity
In some instances, you might need to put a lookup on a form, and based on the selection in that lookup, retrieve additional data about the entity referenced. One such example could be either the standard entities like Account or Contact, or a custom entity you have created. The following snippet will help you do... Continue Reading →
Don’t play with fire, or the Address
One common requirement is to control the Country/Province user input in your CRM. One approach is to actually create two new custom entities, one for Country, one for Province, and add the proper relationship for filtering. Next you can go through your system and start replacing your Country and Province to add your new entity... Continue Reading →
Error connecting the Outlook client to CRM
I’ve had a few clients already asking about this behavior. You successfully install CRM for Outlook, whether in online only or offline mode. Everything works smooth, but when you try to configure the connection, it fails with the following message: “There is a problem communicating with the Microsoft Dynamics CRM server. The server might be... Continue Reading →
Browser tricks to help you customize CRM: InPrivate Browsing
Many times I have to either test security for various users, or make customizations and test them with different accounts. As you’ve probably seen by now, your authentication/authorization is cached with the first session you log in, and any subsequent browser sessions will use the same account to log you in automatically. Now, the trick... Continue Reading →
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