Because every time I am asked this I have to look it up for the exact names, here’s the groups CRM creates in AD during installation. Group Description UserGroup Holds the CRM users PrivUserGroup Privileged users ReportingGroup Access to the SRS reports PrivReportingGroup Privileged access to the SRS reports SQLAccessGroup User access to filtered views... Continue Reading →
10 Days Challenge–Tip #4
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 →
Passing parameters to an IFrame in Dynamics CRM
Here’s the situation: you want to present to your sales reps details from a back-end system, based on a user ID. You use an IFrame to surface the application page, but you need to make it relevant to the current contact or account you are on. This assumes that the contact or account ID is... Continue Reading →
Customizing the Site Map in Dynamics CRM 2011
With the new version of CRM (2011), some UI changes are obvious, but also some changes were introduced to the way we used to handle changes to the Site Map. The idea of “Solutions” was introduced, which replaces the old way of exporting/importing a simple XML file. The easy way to approach this is to... Continue Reading →
CRM, SharePoint and PDF’s
Ok, so you have your CRM up and running, integrated with SharePoint for document storage. You've customized the entity UI (any entity you choose). All nice, but when you click on a PDF, it opens in the same window (IFrame). You do not have controls to navigate back. The only way to get back is to... Continue Reading →
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