Category Archives: Dynamics CRM

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

New webinar tomorrow: Upgrading Dynamics CRM JavaScript

Hi Everyone,

I know this is a bit of a late notice, but I am holding another webinar just after my Training Strategies webinar.

I was upgrading some minor JavaScript this week and I thought I would document the process and procedures. I know of know better way to do that than to just hold a webinar and record it.

This will be a raw, unscripted presentation of how I went about the upgrade and cleanup of a small amount of JavaScript.  There is not a lot of rocket science in this project, but some of the things that I encountered are very typical and I wanted to document those.

The webinar will be on Friday at 11:15am CDT.  You may register for it here.

Thanks, Mitch

Repurposing Dynamics CRM Fields. Just Say No!

I was preforming a pre-upgrade cleanup for a customer when I ran into this:


As you can see, they took a relatively unused field, Address 1: County, and repurposed it and called it Current Software.

This is a very, very, bad thing.

For one, it is totally unnecessary.  Maybe back in the 1980’s when we measured things in kilobytes and megabytes; where gigabytes was just something on a mathmagician’s chart.

But that is not today, when people regularly, and with a straight face, speak of and use petabytes and beyond.

Don’t let me catch you doing this. It is just plain bad design and can lead to fascinatingly odd problems to fix.

Is it time for you to hire a Dynamics CRM Coach?

Hi Everyone,

Have you ever seen a sports team without a coach? Probably not.

Coaches can help guide both the team and the individual players to a higher level of accomplishment and are an integral part of a winning solution.

That is why I created my Dynamics CRM Coaching Program.

The idea is simple: Most of us do not have all of the answers and rather than waste valuable time and energy searching for answers, why not bring in someone with more experience?

Consider these scenarios:

  • Need someone to bounce Dynamics CRM design ideas off of?
  • Need to see if you are on the right track?
  • Have so many “what-if” scenarios lying around you have turned into a mountain of indecision?
  • Not sure of the proper course of action to get your people trained-up enough to support your upcoming rollout?
  • You are trying to bring a product to market but Dynamics CRM is new to you and your team and you are not sure where to start.

If any or all of these sound familiar, then maybe we should talk.

Click here for more information and to find out more about my Dynamics CRM coaching program.

Thanks, Mitch

Update a closed Dynamics CRM Opportunity? Impossible! Yet you can.

Everyone knows that you can’t update a closed record within Dynamics CRM, right?  I mean, everyone knows that.

But what if it was not true?

I ran into a very strange situation last Friday where I was actually able to update a closed Opportunity programmatically – without first reopening it.

This was on a Dynamics CRM 2015 on-premises system and I verified it with Dynamics CRM 2016 Online using an Opportunity that was both closed as Won and Lost.

I am not sure if this is a feature or a bug or if you can do it on any other entities, but at least for Opportunities, that is currently the case.

If anyone else has time to test this process on any other entity, I’d love to know the results.

Dynamics CRM Free Webinar Friday Schedule

Hi Everyone,

Here is the Free Webinar Friday schedule for April:


Dynamics CRM Advanced Workflows

Friiday, Apr 8, 2016 10:00 AM – 11:00 AM CDT    Register here

How to document your Dynamics CRM system in a day

Friday, Apr 15, 2016 10:00 AM – 11:00 AM CDT    Register here

Training Strategies to Increase Microsoft Dynamics CRM User Adoption

Friday, Apr 29, 2016 10:00 AM – 11:00 AM CDT    Register here


Additional items you may find helpful:

  • If you have not already, sign up for my KnowledgeBits email delivery system and I'll send you a tip per day on a variety of topics.
  • If you are looking for the ultimate Dynamics CRM documentation tool, take at SnapShot! for Dynamics CRM. It is the one tool that will give you the most comprehensive snapshot of your Dynamics CRM organization.


Thanks, Mitch

5 Ways that SnapShot! for Dynamics CRM will save your …

SnapShot! for Dynamics CRM is the ultimate documentation tool for your Microsoft Dynamics CRM organization. It produces reports that can only be created programmatically. Since many of you are not developers, we saved you the time and trouble of writing your own tool, packaged it up into a nice bundle, and did it for you.

Let’s take a quick look at the top 5 ways that SnapShot! can save your [you know what].

1. Security Reports

I discussed this in an earlier article, but have you ever found yourself asking the following questions:

How can I produce a report of all of my security roles and their privileges?

Something strange is happening with this one user and I know it is security-related, but I am not sure why she doesn’t have the permissions that I think she has. How do I figure that out?

SnapShot! has both security role and user privilege reports that can solve both of these problems.

2. Customizations

SnapShot! provides a comprehensive set of metadata and customizations reports for all of the following:

  • Entities
  • Fields
  • Views (with or without detail)
  • Forms
  • OptionSets
  • Relationships
  • Solutions
  • JavaScript library usage
  • Plugins
  • Processes

Or in a nutshell: Everything that I need to see about what has been added to a Dynamics CRM organization. This is the first report I run and review when I start a project at a new customers. It truly gives me a “snapshot” of what has been done and gives me an indication of what may lie ahead.

3. Business Units, Users and Teams

A complete list of all Dynamics CRM Business Units, Users, Teams, and their memberships is provided. This information is exported as an Excel worksheet which can be filtered and sorted. I generally use this combined with the security reports to make sure that people belong to the correct teams or to validate the organizational structure of both business units and teams.

4. Email Configuration

A complete list of email settings from across the system is provided as a single report. This takes into account personal user options, system settings, and mailbox configurations.  I use this all of the time when troubleshooting email delivery or configuration issues.

5. Developer Tools

A wide variety of developer-related functionality is included.  Some may be a bit of an edge-case but they all came out of a specific need that I had while working on various customer projects through the years.

One of the reports consolidates all of the events that need to be tested to validate your JavaScript, plugins, and workflows are working properly. This is typically given to the Quality Assurance department to help them develop a testing plan that will exercise each of the components that have custom code attached, so that it can be properly exercised and verified.


That about wraps it up for today.

Next Steps:

Here is what I would suggest you do next:

1. Download the trial of SnapShot! and run it against your Dynamics CRM organization. It will give you a really great snapshot of your metadata and you can see how it works.

2. Review the sample report.  It was taken from one of my Dynamics CRM Online organizations and will allow you to see what the entire set of reports looks like.

3. Contact me if you have any questions.


Thanks and have a great day.


Now Available: Introduction to JavaScript Training Guide

Happy Friday Everyone,

I just released a free Introduction to JavaScript Training Guide for those of you who are looking to expanding your Dynamics CRM skills into the client-code area.

This is just a simple series of exercises that walk you through the basics of JavaScript that you will need to know and understand when you start working with Dynamics CRM JavaScript.

Thanks, Mitch

Now Available: Fun with fields, a Dynamics CRM Customization Training Guide

Happy Friday Everyone,

I have just released a new training guide for those of you interested in growing your Microsoft Dynamics CRM knowledge.

The purpose is to walk you through the creation of every type of data entry field, format, and behavior available within the Dynamics CRM system.

It was written against Dynamics CRM 2016, so some of the newer features will not be available within earlier versions, but much of the basics will.

Check it out here.

Have a great weekend.