Microsoft has published the following white paper with regards to connectivity and firewall ports user by Dynamics CRM 2013. It is available for download HERE. The one for the previous version (Dynamics CRM 2011) is also available HERE. And for version 4.0, the information is available on the Developer Network HERE. There, all in one... Continue Reading →
Dynamics CRM 2013 – new in field customization
I’ve got to start by stating: I like what I see… Let’s take a Phone field, on the Contact form. You will see a new tab called Business Rules. Go to it :) Click on New, and create a new rule to check if the field contains data. Bring a message to the user if... Continue Reading →
Attach a File on a Note – Permission Issues
So, one of these days I had a pretty interesting case. Just to give you an overview, on-premise environment, custom security roles, activity feeds installed. The issues was as follows: Navigating to any of the main entities, going on the Ribbon and adding a file that way worked just fine. Creating a note, then opening... Continue Reading →
Dynamics CRM 2011 Hosting – Alternatives
So we all know about the standard options for hosting Dynamics CRM 2011: Cloud and On-Premise. Some of us might have also heard of 3rd party hosting, based on the cloud model. But there are also other alternatives. On-Premise Partner Hosted Otherwise known as colocation, in this model the environment is hosted by a 3rd... Continue Reading →
Simplistic UI Enhancements – Dynamic Map
One basic requirement received not too long ago prompted me to think about how to make this look pretty. I needed to show states/provinces by penetration in a nicely formatted dashboard. The prep. work includes the creation of 3 map images for each state/province, using a set of defined colors, let’s name them Red/Yellow/Green. The... Continue Reading →
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