I have started to have a look at the capabilities of interactive service hub for a potential project. The interactive service hub is a new user interface for Dynamics CRM currently targeted at service functionality. The interactive service hub user interface is very slick and although only a subset of the core entities are supported Read More…
Category: Dynamics CRM
CRM Query Performance using NoLock and Dirty Reads
Using NoLock can provide a performance boast to your CRM code when querying data. When you use NoLock the sql generated sets the transaction isolation level to READ UNCOMMITTED. What this means is that your query does not issue any shared locks. Shared locks prevents the data you have read being modified. As a consequence of this Read More…
Dynamics CRM Default Custom Report Template
This is a quick tip which may save you some time if you frequently use Business Intelligence in Visual Studio to develop custom reports for Dynamics CRM. You can create a report RDL file and use this as the default template for new reports. Simply create a new report and configure your CRM data source and add any Read More…
CRM and SharePoint Security Replication
It is now easier than ever to integrate Dynamics CRM and SharePoint and in this post I will explain a security concern with this scenario and how you can use a tool from Connecting Software to overcome this and to the synchronize security settings between Dynamics CRM and SharePointIn this example I am using server Read More…
Email Tracking Office 365 and Dynamics CRM
This post demonstrates how quickly you can configure the CRM app to track emails between Office 365 and Dynamics CRM. The only precondition is that the users mailbox must configured for server side synch. From the Settings menu select the Apps for Dynamics option. Click the Dynamics CRM App for Outlook. The installation of the Read More…
Web API – Querying with Expand
From version 2016 onwards the Web Api in Dynamics CRM should be the preferred choice for new development as the old rest services are being deprecated. Something I noticed when I started to use the Web Api endpoint is that support for $expand is limited when retrieving multiple records. The Expand option is used to retrieve Read More…
Default security role in Dynamics CRM
Many smaller organizations that use Dynamics CRM have simple security requirements. This is typically a single business unit with a small number of security roles. Usually every user has a default security role that can view and update records with a few power users or managers having additional rights on top of this. When you Read More…
CRM Document Templates Some Observations
Document templates were added in the 2016 version of Dynamics CRM to allow users to easily generate Word or Excel documents directly from Dynamics CRM. This Microsoft link explains how to create and upload a Word template and how to generate documents. However there are a number of things you need to be aware of.There does Read More…
Early Bound Updates Filling the Audit Log
Using early binding with the Dynamics CRM SDK allows you to write type safe code with intellisense reducing the chances of run time exceptions. However it does have some unintended consequences as every field gets updated and not just the fields that have changed. This can cause the audit history to fill up with unnecessary Read More…
Immersive Excel – Accidental Updates
Immersive Excel was introduced in 2015 Spring release of Dynamics CRM and it allows you to bulk edit records using Excel online embedded directly within CRM. It is a very popular feature and intuitive to use. There is one little caveat in that there is no validation to prevent a user accidently updating a read only field. You will need Read More…