Here are the 15 tips in 15 minutes that we shared as part of our Microsoft Dynamics CRM Customizations Tips and Tricks interactive discussion (ID15C351-R1 & ID15C351-R2) at Convergence 2015.
We wanted to share them in a blog article to those who attended (to reduce the need for notes), for those who could not attend, and help reduce our own need for more PowerPoint slides. For those in attendance, feel free to ask any questions during the last 45 minutes of our session, or come find is in the hallways at Convergence. For those of you who couldn’t attend please feel free to leave a comment.
- Latest Update Rollup
- Installing the latest Update Rollups that contain fixes and performance updates is always a good start when digging into performance issues. You may be running into an issue that we have already fixed in a more current update rollup.
- Here is our cumulative blog post (Thanks Mr. Greg Nichols) with all CRM versions and update rollup links: http://blogs.msdn.com/b/crminthefield/archive/2012/08/15/microsoft-dynamics-crm-4-0-and-2011-update-rollup-release-dates-build-numbers-and-collateral.aspx
- CRM Version Recap
Name Build # CodeName CRM 2011 5.0.9688.583 Titan CRM 2011 UR 12 5.0.9690.3236 Polaris CRM 2013 6.0 Orion CRM 2013 SP1 6.1 Leo CRM 2015 7.0 Vega CRM 2015 Update 1 7.1 Carina - Modal Dialogs deprecation
- http://community.dynamics.com/crm/b/dynamicscrmsupportblog/archive/2015/03/03/google-chrome-showmodaldialog-api-deprecation-requires-update-for-microsoft-dynamics-crm.aspx
- Microsoft is providing update for CRM 2011, CRM 2013 and CRM 2015 in April 2015.
- CRM 2011 - a Critical On-Demand fix will be available for Update Rollup 18 through support.
- CRM 2013 - a Critical On-Demand fix will be available for Update Rollup 3 through support.
- CRM 2013 SP1 - the fix will be included in the Update Rollup 3 for Service Pack 1 release.
- CRM 2015 - the fix will be included in the Update Rollup 1 release.
- CRM Performance Center
- Ctrl+Shift+Q (Chrome & Firefox –> Ctrl+Shift+E)
Performance tool built into CRM 2013+. - Gives you the ability to see load times for each component on the form.
Available on form loads only - Understand “Pay for play” and the impact each component has on form load times
https://www.powerobjects.com/blog/2014/10/07/microsoft-dynamics-crm-2013-performance-center-2/
- Ctrl+Shift+Q (Chrome & Firefox –> Ctrl+Shift+E)
- Customizing the Form
- Drag and drop navigation
- Add same field to multiple sessions
- Quick View Forms
- Business Rules
- Server side in CRM 2015
- Edit Navigation, Header and Footer
- Role Based Forms
- Form Merge after Upgrade
- 2011 Forms Upgrade to CRM 2013 / CRM 2015 should be merged into a new form
http://blogs.msdn.com/b/crminthefield/archive/2014/03/10/crm-2013-form-upgrade-experience.aspx - Option: create a new form and do your own “merge “
- 2011 Forms Upgrade to CRM 2013 / CRM 2015 should be merged into a new form
- CRM for Tablets – JavaScript
- CRM for Tablets executes javascript – exception of iFrames – highlighted in the SDK
- https://msdn.microsoft.com/en-us/library/dn481572.aspx
- CRM for Tablets – All Dashboards are available and customizable now
- CRM 2015 – All dashboards including personal
- CRM 2013 SP1 – Sales and Service Dashboards
- CRM 2013 – Sales Dashboard
- PowerBI
- Calculated Fields & Rollup Fields
- You can rollup Rollup Fields
- You can calculate off of Rollup Fields
- You cannot rollup up Calculated Fields
- Connections and sub-grid+ button behavior
- Effects of Quick Create Form
- Field is required it does “Add existing” if there are records to add.
- Mark the field as required – Always pops “Add New”
- Tips for Developers
- PFE XRM Core – https://pfexrmcore.codeplex.com/
- CRM Tools and Features
- Legacy Feature Check
- CRM Solutions Import/Export
- CRM 2011 Imports to CRM 2013 and CRM 2013 SP1
- CRM 2013 SP1 Exports to 2013 RTM Format
- CRM 2013 & 2013 SP1 Imports into 2013 SP1 & 2015
Enjoy!
Shawn Dieken, Sean McNellis and Daren Turner
Follow the conversation:
@sdieken
@seanmcne
@pfedynamics | http://www.pfedynamics.com
