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Joe Gill

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Category: Dynamics CRM

Posted on July 1, 2016April 6, 2017 by Joe Gill - MVP Dynamics CRM

Interactive Service Hub – Sub Account Activity Issue

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…

Posted on May 17, 2016April 15, 2017 by Joe Gill - MVP 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…

Posted on April 11, 2016January 12, 2019 by Joe Gill - MVP Dynamics CRM

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…

Posted on April 4, 2016April 6, 2017 by Joe Gill - MVP Dynamics CRM

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…

Posted on March 29, 2016April 6, 2017 by Joe Gill - MVP Dynamics CRM

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…

Posted on March 23, 2016April 6, 2017 by Joe Gill - MVP Dynamics CRM

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…

Posted on March 11, 2016April 6, 2017 by Joe Gill - MVP Dynamics CRM

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…

Posted on January 19, 2016 by Joe Gill - MVP Dynamics CRM

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…

Posted on November 4, 2015 by Joe Gill - MVP Dynamics CRM

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…

Posted on October 28, 2015 by Joe Gill - MVP Dynamics CRM

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…

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About Me

An experienced solution architect specializing in the Microsoft technology stack including Power Platform, Dynamics 365 and Azure. Expertise in building line of business applications on the Microsoft cloud.
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