Last year I blogged twice about how to dynamically create tooltips in MS CRM. Today I want to share with you a post on how to do this in CRM2011 using jQuery and an XML webresource in which you can specify tooltips per entity and fields. The function below reads the xml file and displays a [...]
Today I had the following error "The given key was not present in the dictionary" in MS CRM when opening an associated view. Searching for a solution I came accross many blogs indicating that plugins might be the cause. As it turned out I had deleted a picklist option from the entity without reassigning [...]
Recently I was working with the Periodic Workflow Tool. I tried to run some workflows on an imported record set (about 26.000 records). This all seemed to work fine, but later we discovered that the workflows didn't run on all the records… Soon I discovered that only the first 5000 records in the view were processed, [...]
Contrary to what I usually write about, I’m posting an article today about MS Office Visio shapes. In particular Nassi-Schneiderman which is very helpful in designing software/business processes that contain multiple decision steps, case-statements, loops etc.. Source: www.edrawsoft.com Unfortunately, this template is no longer available by default in MS Office Visio 2003/2007 but after [...]
Last week I installed Microsoft Dynamics CRM 2011 for Microsoft Office Outlook and encountered a peculiar issue. The installation went just fine, but when I tried to add an organization within the configuration wizard I received an error message. When I press "Test connection", it worked just fine, but when I press on OK, it [...]
Did you know that you can use the standard Import Wizard in MS CRM to update records in the database? You can update CRM data by exporting records to Excel, making your desired modifications in Excel, and then re-importing them back into CRM and update the records instead of creating new ones. This can be [...]
The CRM 2011 Implementation Guide was released a few weeks ago, and it looks like the CRM 2011 SDK has also been released. And the CRM 2011 Developer Training Kit has also been released recently.