Dynamics CRM Business Rules Not Working Issue

A few months ago we pushed a enhancement update to one of our Dynamics CRM customers.  The enhancements were a collaborative effort between our team and our client’s team (whom have been become CRM experts).  The package included number of configuration changes, workflows, dialogs, JavaScript and some security changes.  The enhancements had already been deployed… Continue reading Dynamics CRM Business Rules Not Working Issue

JavaScript Code Location on Portals 8.2

Microsoft Dynamics 365 Portals v8.2 introduced a new way to implement multilanguage portals.  I outlined how to enable multi-language on portals here. Essentially, there is now a “parent” web page record as well as a “child” page for the default language and additional content language pages can be added. What can be confusing is if… Continue reading JavaScript Code Location on Portals 8.2

XrmToolBox: Portal Code Editor Overview and Review

Before we dive into today’s topic, I want to thank everyone who attended my “Portal Developer Primer” webinar on March 30th.  My apologies to those of you who tried to attend on March 28th, thankfully we were able to sort out the technical diffuculties.  The recording can be found by clicking here. Without further delay,… Continue reading XrmToolBox: Portal Code Editor Overview and Review

Determining What Configuration/Development Options to use on Dynamics 365 Projects

Every so often I am asked a question or see on a forum post similiar to this; “What is the best practice, a workflow or a plugin?”  Or “Should I use JavaScript, or could I use Business Rules for this?” For someone just starting out, its hard to determine what option/feature/tool to use, let alone… Continue reading Determining What Configuration/Development Options to use on Dynamics 365 Projects

Dynamics 365 Bookmarklets!

A few months ago at CRMUG Summit, I was honored to be asked to compete in a friendly competition called “XrmFactor”. I pitched a concept called “Dynamics CRM Bookmarklets” which are really just a series of small, short JavaScript commands that you save as shortcuts in your browser that allow you to do a number… Continue reading Dynamics 365 Bookmarklets!