CRM 2015 – Quick way to navigate to your User record

Hosk's Dynamic Blog

The happiness of most people is not ruined by great catastrophes or fatal errors, but by the repetition of slowly destructive little things.

Ernest Dimnet

I often need to navigate to my user record, usually to check my security roles, doing this using the standard navigation can take lots of clicks.

If you have to something often then it’s worth investigating the quickest way to do it.

CRM insanity is doing the same thing over and over again, when there is a quicker way –Hosk

An example of a common task is retrieving the GUID of a record, CRM 2013 – quick way to get the guid on a form but there is a quicker way using a bookmark with Javascript, which automates the Javascript I used in my blog post.

This blog has an example of Javascript book to get the guid –  Get Guid of an Entity…

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Microsoft Dynamics CRM not working? check these common causes

Hosk's Dynamic Blog

I started up the DEV server too start my CRM dev this morning only to be confronted with a big fat error

CRM ERROR

The same error happened on every page, so it’s a fundamental error.

Yesterday IT sent an email warning me they would be gently powering down the servers for some maintenance (I bet they really just turned them off).

These common errors are another bonus of companies moving to the cloud because these problems won’t occur or will be fixed by Microsoft.

Check the time on the server

Checking the time on the server seems an odd thing to do, but if the time on the server is greater than 5 minutes out from your PC then CRM will fail to authenticate the user.  This is a common problem which pops up and to resolve this you need to get the IT team (or you if you don’t have one)…

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Editable Grid for CRM by BusiPlanIT ahanif

Hi,

I was going through few new articles published in word press and this editable grid is really cool and will be useful for all CRM developers.

Here is the Url of the artcile: https://busiplanit.wordpress.com/2015/08/03/a-free-customizable-editable-grid-for-dynamics-crm-20132015/

 

Thank you,

Sreeni Pavalla

 

CRM 2015 – The benefits of Access Teams

A very nice article by Hosk which explains about Access Teams

Hosk's Dynamic Blog

Access teams are an underused feature in Microsoft Dynamics CRM because the benefits of access teams are not clearly understood by many CRM professionals.  

When I have asked fellow CRM professionals about Access teams most had only heard of Access team and none had ever used them.

This post will explain
  • What are Access Teams
  • The benefits of Access Teams
  • When to use Access Teams
This week a new plugin was added to the XrmToolbox to XrmToolBoxplugin for moving access team templates, which prompted me to investigate Access teams.

What are Access Teams?

I learnt about Access teams because it’s on the CRM 2013 customization exam.  Study for certifications are a good method to learn new functionality added to Microsoft Dynamics CRM.

Here is some information to help study for Microsoft Dynamics CRM customization certification and this post explains the benefits of acquiring Microsoft Dynamics CRM certifications 

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CRM 2015/2013 – All you need to know about Database Encryption

Hosk's Dynamic Blog

There are two types of encryption: one that will prevent your sister from reading your diary and one that will prevent your government.

Bruce Schneier

Encryption problems don’t occur because Microsoft Dynamics CRM encrypts password fields. Problem’s occur if you don’t realise CRM 2013/2015 database are encrypted and encryption keys need to be looked after.

CRM 2013/2015 and future versions automatically creates a default encryption key and encrypts data in CRM.

Understand how database encryption works to ensure they don’t lose the encryption key or create a situation where they don’t know where the original encryption key came from.  Retrieving encrypted data isn’t possible with the encryption key, deletion and recreation will be your available options.

Along came an SQL Encryption error

In a CRM 2013 dev organisations clicking on mailboxes would bring up an SQL encryption error

No one turned on database encryption, so this raised questions

  1. Why were SQL…

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What are the limitations of Microsoft Dynamics CRM Online and how do you work with them?

Hosk's Dynamic Blog

will all CRM instances be online is the future?

Why haven’t I worked on more CRM online projects?

I was contemplating the questions above reading the white paper about creating solutions for CRM online

Microsoft Dynamics CRM Online patterns & principles for solution builders

It’s a white paper highlighting the limitations of CRM online and how Solutions architects will need create solutions to work with the strengths of CRM online and work around the weaknesses.

Is CRM Online the future of Microsoft Dynamics CRM?

Microsoft would like to think CRM projects are all heading online, Microsoft is spending lots of money creating data centres , bringing their top software offerings to the cloud(Exchange, Sharepoint, Dynamics CRM, Azure, Office, etc etc etc).  Making it easy for all the software to work together on-line (e.g. removing barriers)

Microsoft acquired online products to extend Microsoft Dynamics CRM

  • Parature
  • Social Engagement
  • MDM – Marketing

From a cost point of view…

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The pain of setting up CRM Dev environments

Hosk's Dynamic Blog

“To see what is in front of one’s nose needs a constant struggle.”

George Orwell

Whilst creating a console app to create email records in CRM I find my CRM dev environment working against me rather than assisting me.

Setting up a CRM environment tasks

  • Restore a copy of a CRM organisation
  • Configure the custom project data
  • Configure CRM settings
  • Setting up web service’s (web.config, copying dll‘s)
  • Import data (How to create realistic Test Data for your CRM Project and why you should)
  • setting up users + security
  • testing everything is working

Configuring the data involves having both systems side by side and ensuring environment-specific settings are setup correctly.

Setting up environments is done in copying mode and not thinking mode, which can lead to mistakes.

The frustrating part is I’m not testing but spending time on creating my environment to enable me to…

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CRM 2011 – Javascript to set the current date and time

Hosk's Dynamic Blog

A quick blog entry and a suprisingly easy and small piece of code

In the code below I have function which gets triggered when a user ticks the confirm Closed checkbox it then sets the current date and time.

if the user untick the checkbox I wipe the date and time value.

The date functionality in javascript holds the current time as well

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What’s new in CRM 2016 and why you should read the preview guide

Hosk's Dynamic Blog

We keep moving forward, opening new doors, and doing new things, because we’re curious and curiosity keeps leading us down new paths.

Walt Disney

I go on holiday to Butlins for a week and Microsoft release a new version of CRM, well not actually release but an outline of what’s coming in CRM 2016 and the CRM community is vibrating with blogs, articles and general excitement of a new release.

There is a difference between theoretical knowledge and practical knowledge (a concept I talked about in this blog Why CRM Developers should always start with the CRM SDK), in a similar way there is a difference between functionality in the CRM 2016 preview guide and the functionality included in CRM 2016.

Working with Microsoft Dynamics CRM we must keep our eyes on the horizon scanning for new versions of CRM getting read to land

What is CRM 2016 preview

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