Category Archives: Dynamics CRM

Tips and techniques I've collected while working with Microsoft Dynamics CRM 3.0

Free Dynamics CRM Webinars in February

Hi Everyone,

Just a quick reminder about this month’s free Dynamics CRM webinars:

Dynamics CRM Workflows 101

Friday, February 12th, 10:00am CST    Register Here

In this webinar we will discuss the basics of the Dynamics CRM workflow system, how to create simple workflows, management of those workflows, and the tools that can help you create workflows that help you and your users automate your Dynamics CRM activities.

Dynamics CRM Form Design: Art or Science?

Friday, February 19th, 10:00am CST   Register Here

Given the new form layout for Dynamics CRM 2013+, it is sometimes difficult to design a form that contains the information required by the user, while also being friendly from a data-entry aspect. In this webinar we’ll discuss some form layout tips and tricks, best practices, and some gotchas. Attendees are asked to come ready to share their best practices as well.

 

Thanks, Mitch

New Workshop: Dynamics CRM Management and Troubleshooting (Online)

Overview

This workshop is for administrators of Dynamics CRM Online and will cover the following topics:

  • Review of the tools that you need to have in your toolbox
  • Error, Warning, and Notification Messages
  • Managing System Jobs
  • Automating System Job Clean-up
  • User Management Tips and Tricks
  • Email Management
  • Troubleshooting Using Event Tracing
  • Workflow Best Practices

The information covered is relevant to Dynamics CRM versions 2011+, with any version-specific information noted.

When:

Wednesday, February 17th, 2016 at 1:00pm (Central Time-US)

Class Duration:

2.5 hours

Cost Per Attendee:

$199USD

Eventbrite - Dynamics CRM Management and Troubleshooting (Online)

Note:  Due to the interactive nature of this webinar, this session is limited to 25 attendees.

Bonuses:

Each attendee will receive a copy of my upcoming book: Dynamics CRM Deep Dive: Administration. This is an enhancement to my 21 Squared: Administration training. Download the sample lessons to see the type of information we'll cover.

February's Free Dynamics CRM Webinars

 

Hi Everyone,

Here is next month’s webinar schedule:

Dynamics CRM Workflows 101

In this webinar we will discuss the basics of the Dynamics CRM workflow system, how to create simple workflows, management of those workflows, and the tools that can help you create workflows that help you and your users automate your Dynamics CRM activities.

Friday, February 12th, 10:00am CST    Register Here 

Dynamics CRM Form Design: Art or Science?

Given the new form layout for Dynamics CRM 2013+, it is sometimes difficult to design a form that contains the information required by the user, while also being friendly from a data-entry aspect. In this webinar we'll discuss some form layout tips and tricks, best practices, and some gotchas. Attendees are asked to come ready to share their best practices as well.

Friday, February 19th, 10:00am CST   Register Here

 

Drop me an email if you have questions or suggestions.

Thanks, Mitch

5 Things you will learn in the Dynamics CRM Management and Troubleshooting Workshop

On Wednesday, January 27th, I’ll be hosting a new edition of my Dynamics CRM Management and Troubleshooting workshop.  Here are 5 things that you’ll learn to help you in your Dynamics CRM administration efforts:

1. Tools every administrator should have in their toolbox

There are a handful of extremely useful, and free, tools available that will help you in your administration efforts. We will discuss where these can be found and how they are used.

2. How to read and understand Dynamics CRM error messages

There are all types of errors that show up in various places within Dynamics CRM. Knowing and understanding these error messages, their origin, etc., can help you reduce the likelihood that they will happen on a frequent basis.

3. Cleaning up your Dynamics CRM organization database

There are a couple of main areas within the Dynamics CRM organizational database that need to be maintained in order to keep the system functioning at its highest level. We’ll cover how and why to keep your database clean.

4. Automating database maintenance tasks

Once we have cleaned up our database, it’s a good practice to add maintenance jobs to keep it clean. We’ll cover the various ways this can be accomplished.

5. The art of platform tracing

Have you ever had to turn on tracing to track down a pesky CRM issue, then you know how challenging it can sometimes be. We will covert both the tools and techniques to make the job of platform tracing easier.

 

Eventbrite - Dynamics CRM Management and Troubleshooting (On Premises)

 

Got questions?  Just let me know.

Thanks, Mitch

Readonly Fields and The Dynamics CRM Workflow Editor

I ran across an issue this week creating a workflow for an entity that had fields set to read-only.

If you’ve never run across this before, setting the Read Only property on a field will not only restrict the modification of field data to the user, but also when working with the CRM workflow editor.

There are several ways around this type of problem:

Option 1: JavaScript

The first option you have is to use JavaScript to set the fields in question to disabled, using the Form Type to determine when that piece of code should work.

While this works, there is now an extra piece of code that must be maintained by someone.

Option 2: Manually change the fields

The second option is for you to remove the read only property from the fields, publish the entity, create your workflow, then reverse the process and make the fields again read only.

While this works, it is a serious pain in the neck and not very maintainable, should you need to make frequent changes.

Option 3: Business rule

I have not tried this option, but I think it is possible, but I don’t have direct knowledge of the interaction between the business rules and the workflow editor.

Another topic for a future blog.

Option 4: Administration Form

This is, by far, the most elegant solution I think, and the one I chose to implement:

Tip #265: Administrator updates of read-only fields