So my Mom calls me yesterday and tell me she has bought the Internet.
"Cool," I replied, "Did it come in a box?"
After I calmed down a bit, she explained that she didn't actually purchase the entire Internet, just the cellular connection service though Alltel.  They live out in the boonies and the closest thing to […]

One of the feature requests that I receive quite often while creating custom CRM solutions is the have the ability to disable all or most of the fields on a CRM form based on data selected by the user.
I've researched this off and on for quite a while but was never really able to get […]

I noticed this:

Circa 1987.
Ah, those were the days….

This morning I released a small utility to update additional birthday information for CRM Contacts.
During the process of creating this utility, I came upon an interesting design decision.
The original solution proposed by Microsoft was to create an Integer Attribute to track the birthday month for a Contact.  I felt that it was a little more […]

Last year Phil Richardson and Ben Vollmer both posted solutions that would enable us to better track birthdays within CRM.  In May of 2007, the solution was added to the CRM How To series.
To review the situation we find that while Microsoft provided us with a Birthday Attribute on the Contact Entity it's really hard […]

Through the course of the past two years, since I've been working with CRM 3.0, I've run into a very strange situation where I am unable to edit the columns within the CRM View customization editor.
Basically, you can't select a column and if you can't select a column, you can't move it or change its width.  […]

Speaking of toolbar buttons.  Another common practice is to add a toolbar button that will perform some complex operation in JavaScript.  Since you generally don't want the JavaScript itself inside your isv.config.xml file, you need a place to put it where it's easily maintained.  How about in the Form's OnLoad event?
Buttons are added to the […]

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One of my current projects has requirements to add toolbar buttons to allow the user to create a new, related Entity such as a phone call or appointment with a click of a button.
Buttons are added to the toolbar by modifying the isv.config.xml and inserting code similar to the following:
<Button
Title="Phone Call"
[…]

One of the steps that people sometimes forget when creating an email enabled queue it to apply to CRM Forwarding Rule to the Queue mailbox.  If you do this, and your queue is in use, you will find unprocessed email in the Queue's mailbox.
The CRM Forwarding Rule rule only works on new, inbound, email and […]

One of my customers modified the mapping between Account and Contact and from that point forward, the received the following error message ( DevErrors are turned on ) when attempting to add a new Contact to an existing Account:

Now that was rather confusing because it only happened if you had an Account open, selected Contacts, […]