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Agile Principle 7 – Face-to-face conversation is the best form of communication
The seventh principle in the Agile manifesto is “Face-to-face conversation is the best form of communication”, this is something I truly believe in. “BUT”, I hear you say, face...(read more)
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CRM Certifications On-line
I have recently taken my first CRM certification using the new (beta) option of an on-line exam. Obviously you’ll need a laptop with a webcam and a reasonable internet connection. You schedule...(read...
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Agile and CRM?
What is the best way to project manage a CRM implementation??? Agile with a capital A, seems to have started around 2001. But I know many programmers and project manager who were following a rapid...
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USD – System Requirements
You may wish to review the Microsoft sites for the latest information on system requirements, but below are the requirements as I understand at the current time. System Requirements for USD Clients...
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USD – Do Search
Here I will explain the capabilities in Unified Service Desk (USD) to search for data. First of all let’s consider when this might be needed. Let’s say you have an account loaded but would...(read more)
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USD – Optionally Show Debugger
The debugger in USD is a very useful tool but routinely you will only want developers to have access to this feature or you may wish an administrator to give temporary access to a user. Here is how...
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USD – Create a “home” button in the toolbar
Building on my previous post which described how to create a default page which automatically loads when USD loads, we will now look at how to create a “home” button in the USD toolbar to...
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USD – Config Migration.
At some point you’ll need to migrate your Unified Service Desk (USD) configuration from a development environment into a test or production environment. To achieve this you’ll first need to...(read more)
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USD – Expand / Collapse Panels.
USD contains panels on the left and right side, useful for lots of things including showing account overview information, maintaining random notes or as an area to hold the agent scripts. I have...
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Javascript – Random Snippets.
This is a slightly random post! I will publish future posts on specific pieces of useful JavaScript but here I have some random but hopefully useful code snippets. Maximise Screen Add this code...
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USD – Create your first global tab
One of then most common customizations you’ll want to kick off with is to create a global tab which typically shows a person’s default CRM page. (Normally this will contain their default...
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USD – Setup Debugger.
You will quickly find in USD that you’ll need access to the debugger to be able to diagnose problems. I’ll discuss in another post how to use the debugger but lets start with information on...(read more)
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Business Process Flows – Javascript (part 2)
Recently I published a post describing how to access the various components of a business process flow , including the currently active process flow, details about the stages in the process and also...
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Javascript – Form Navigate
As you can have multiple forms in Microsoft Dynamics CRM you may wish to navigate to a particular form from JavaScript. The function below can be used to change the currently selected form....
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Javascript – Return Roles
Here is an example of the code needed in Microsoft Dynamics CRM 2015 to return the roles for the current user. function onLoad() { // ** Shows all the roles for current user var Roles =...
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Tip #509 Pumpkin-Spiced CRM
Themes in CRM are a subtle, but nice way of making CRM visually adapt to your Organization. (Themes are available in CRM Online beginning with the Spring 2015 release – and on premise they are expected...
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Dynamics CRM Performance Center
If you are not using the below key combination when troubleshooting performance issues, you are missing out on some great information. CTRL + SHIFT + Q That’s it, when using IE, that slick...
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SSIS package for moving access team templates with KingswaySoft
Last year Ben Hosking said there was no way to move access teams between Dynamics CRM organizations, so I created a tool to do that. Last month Tanguy Touzard said I should turn my console application...
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Three pillars of Getting Started with Microsoft Dynamics CRM
Very common question that we face in Microsoft Dynamics CRM community forums, “How to get started with Dynamics CRM?” Personally I feel that Microsoft Dynamics CRM is always a very hot topics in .Net...
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Connect to an external database using X++ code in AX 2012
Below are the steps to be performed,To connect to an external database using ODBC connection, first create a DSN. To create a DSN refer the link https://support.microsoft.com/en-us/kb/300596Write the...
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