Tag Archives: #CRMUG

Dynamics CRM JavaScript Development Workshop is this week


Hi Everyone,

If you are interested in Dynamics CRM JavaScript development then please consider attending my workshop this coming Thursday and Friday.

This is an extremely hands-on workshop with tons of labs and as part of your experience, you’ll receive some goodies from my toolbox which is the same code that I use to help develop solutions for my customers.

To learn more or to register, please visit the information page.

Thanks, Mitch

Webinar Reminder: Get2Know CRM 2015: Ask The Experts Customization and Development Panel

I am participating in a free webinar on Tuesday, May 12th at 11:00am Eastern Time (U.S.)


Let's finish our CRMUG Get2Know CRM 2015 Series with one of two "Ask the Expert" sessions which will feature CRM Subject Matter Experts who will share their top tips and best practices in extending and developing with Microsoft Dynamics CRM 2015, the most recent SDK, or other customization enhancements that can be used. In addition to their guidance, the other half of the session will be dedicated to interactive Q&A with this expert panel. Don't miss out on this healthy dialogue and guidance as you pursue your use of Microsoft Dynamics CRM 2015.

Register here

Upcoming Training: JavaScript Development with Dynamics CRM 2015

Hi Everyone,

I am holding my JavaScript development workshop in conjunction with the CRMUG Academy.

Visit this page to register.

Here are the details:

The goal of this 2 day class is to provide every student with a very thorough introduction to using JavaScript within Dynamics CRM. This is an Internet-based, hands-on workshop with each student provided their own virtual development environment for the duration of the class. Each classroom day will run from 10:45am to 5:00pm Eastern with the virtual environments available for student use until midnight on the second day.

And thanks to our virtual development environments, the majority of our time will be spent actually developing JavaScript solutions for Dynamics CRM. Think labs. Lots and lots of labs. And homework. There will be homework.

We’ll cover the following topics:

  • Creating a development environment ?Setup

    • Source control

    • Working in teams

    • Working with Visual Studio

  • Working with Web Resources

  • Working with Solutions

  • Working with Forms ?JavaScript libraries

    • Form events

    • Form Event Handler Execution Context Reference

  • Working with the Xrm.Page Object Model ?Working with Collections

    • Data operations

    • Tabs and Sections

    • Working with Controls

    • Working with iFrames

    • Working with Navigation Items

  • Ribbon button and JavaScript connection

  • Opening Dynamics CRM Forms and Web Resources via JavaScript

  • Using the XrmSrcToolkit to CRM-related data operations

We will be using about 75 of the methods found in the Xrm.Page object model so you should leave class with a fairly good understanding of where things are and how to access them. If we have time, we will also cover some of the freely available JavaScript components that can be used to aid in your development efforts and to increase your user’s productivity.

Students will also receive a draft copy of my upcoming book on Dynamics CRM JavaScript development along with sample code and utility web resources that should help you kick start your CRM JavaScript development efforts.

Using the XrmSvcToolkit to perform the following operations using JavaScript:

  • Create

  • Retrieve

  • Update

  • Delete

We will also be covering advanced topics such as working with the Dynamics CRM tablet client.

Student Prerequisite Knowledge:

  • Each student must have working knowledge of Dynamics CRM 2011, 2013, or 2015.

  • Knowledge of JavaScript is also required.

Preparation: The detailed instructions for connecting and attending the class will be sent one to two days prior to class. Students have the option of connecting to the class via conference call or VOIP. If using VOIP, a headset with a microphone is strongly recommended. Your instructor will use a hands-on training environment. You will receive a separate email with the setup instructions, and a dual monitor is strongly recommended to facilitate navigation.

Let me know if you have any questions.

Thanks, Mitch

CRMUG Dallas Chapter Meeting is February 11th.

Join us for the next Texas (Dallas) Chapter meeting on February 11th from 12:00 pm to 1:30 pm!

You may register here.

Attend this in-person learning and networking opportunity with Dynamics CRM peers in your area. Learn best practices, tips and tricks, and proven results from individual experiences to get the most out of your company’s investment.

Meeting Focus: CRM: If you build it, will they come?

Meeting Date & Time: Wednesday, February 11, 2015 from 12:00 pm – 1:30 pm CT (Please note that event registration defaults to ET. Please adjust your calendars accordingly.)


  • Welcome & Introductions
  • Chapter Business, CRMUG News & Events
  • Educational Session
  • Member Showcase
  • Networking/Roundtable Discussions


CRM systems have been around for 15 to 20 years now, but we still haven’t perfected the art of user adoption. Oftentimes systems are implemented with high expectations, only to fail to meet those expectations because users don’t seem to want to use the system. In this talk, Jake will discuss user adoption best practices and how you can increase the value of your CRM implementation by getting people to use it more.

About the speaker:

Jake Horn is Founder and Principal of Volitas a firm which focuses on complex Dynamics CRM implementations and systems architecture. He began his CRM adventure in 2000 when he joined the SalesLogix Professional Services Group and has focused his career on CRM systems implementation and systems architecture ever since.

Join us at the CRMUG Regional Conference – Early Bird Registration ends today

Hi Folks,

If you’re in the South Central or North Central regions here in the U.S., please consider joining us for a CRMUG Regional conference next month.

Here are the details:


Early Bird Special…REGISTER by May 22 and SAVE!

South Central Region | June 9 – 10 | Dallas, TX | REGISTER

North Central Region | June 19 -20 | Minneapolis, MN | REGISTER

Join us for the CRMUG Regional Conference to connect, learn, and share with over 100 Dynamics CRM professionals representing some of the largest chapters in the region. The conference is designed for end users, administrators/IT, and developers/technical…an opportunity to broaden your knowledge of Dynamics CRM.

Sessions designed to drill down on topics that most interest you. A sampling of sessions include:

  • All You Need to Know in Using Advanced Find
  • Diving into Charts and Dashboards for the End User
  • Using Outlook and Excel for the CRM End User
  • What's New for the End User in Dynamics CRM 2013
  • Administrative Differences in CRM 2013 from 2011
  • Going Deeper in Automation with Dynamics CRM 2013
  • Organizations Raise the Stakes with Marketing Automation
  • Leveraging and Deploying the MoCA Client
  • Best Practices in ALM for Dynamics CRM 2013
  • Optimizing Dynamics CRM Application & SQL Server Performance
  • Let's have a CRM DevFest
  • And much more! View all the Sessions.

Early Bird Registration is Now Open

  • CRMUG Premium User Members – $129 through May 22
  • CRMUG Basic or Preview Members & Non-Members – $299 through May 22
  • Reserve your seat today!

CRMUG Academy Coming to You During Regional Conferences

CRMUG Academy is excited to participate in the upcoming Regional Conference in Dallas on June 11th and in Minneapolis on June 19th. Our 4 hour on-site, deep dive class formats allows CRM users and administrators to gain the technical knowledge they need to realize their full investment in Microsoft Dynamics CRM. View available Classes today.



June 9 – 10

June 19 – 20


Regional Conference

Session Topics

On-site Academy Training

Sponsor Opportunities

Register – Dallas

Register – Minneapolis




CRMUG Texas (Dallas) Regional Chapter Meeting (April 2014)

Our monthly Dallas/Ft. Worth CRMUG meeting is this Wednesday, April 9th, from 12:00 pm to 1:30 pm Central.

If you are in the area, then please stop by to learn and share all things Dynamics CRM (plus a free lunch).

This month, Torry Landry is sharing with us the following trick:

In the Sales world we want to know which customers do NOT have a particular product so we know what we can offer.  Unfortunately, it is really difficult to search for “null” within CRM.  I scoured the CRM forums and learned how to isolate such a population. 

Last month we had a great Q&A session so this month, again bring your tips, tricks, and questions to share and ask the group.

You can register for the meeting here:



Thanks, Mitch

CRMUG (Dallas) Meeting is next week

Hi Everyone,

If you are in the Dallas/Ft. Worth area and would like to join us next Wednesday (March 12th) for our monthly CRMUG meeting, we would love to have you.

Here is the registration page:


This month we are covering:

  • Convergence 2014 recap
  • Tips and Tricks
  • General discussions.

I would also like to invite everyone to bring one of the following:

  • A tip or trick that they have learned recently
  • An problem that is driving them crazy
  • A best practice to share with the group

User groups are all about sharing and that is what we wish to focus on in our monthly meetings.

Here is the meeting location:

La Cima Club
5215 North O'Connor Road
The Tower at Williams Square, Suite 2600
Irving TX 75039

CRMUG, Dallas Chapter Meeting is This Week

The CRMUG Texas (Dallas) Regional Chapter on Wednesday, January 8th at the La Cima Club in Irving, TX. This is a prime opportunity to learn from the experience of other users in your area, share your knowledge and experiences, and make valuable connections with local users who share similar goals, priorities and CRM objectives.

Meeting Date & Time:
Wednesday, January 8th from 12:00 to 1:30 pm local


  • Welcome and Introductions
  • CRMUG News & Events, Chapter Business
  • Education Session: Change Management
  • Question and Answers

Register here: http://www.crmug.com/events/crmugdallas1814?date=2014-1