Enhanced SLA and Entitlements (Part 2)

In a previous post I described how to configure an enhanced SLA within Microsoft Dynamics CRM.  (2015 and 2016) This post builds on that to extend to using Entitlements. Hopefully you will find this information useful if you need to us entitlements. Having a default SLA is great but what-if you have selected customers that…

Charts – Collection

I have recently been publishing a number of posts about how to edit Chart XML and the capabilities of charts within Microsoft Dynamics CRM. This post gives a summary of all of those posts. As I add more posts I will continue to update this page. Show Labels as percentages – Describes how to change…

Opportunity – Potential Customer

I recently came across a “difficulty” with potential customer on the opportunity entity in Microsoft Dynamics CRM 2015 (and I assume 2016), I hadn’t seen this issue before so thought I’d mention it on my blog. I think it was with the release of CRM2013 SP1 that the field potential customer had its meaning changed.…

Enhanced SLA and Entitlements (Part One)

I recently had to configure enhanced SLA and entitlements within Microsoft Dynamics CRM, the process involves several steps and includes quite a few significant configuration options. Because of this I decided to document the approach I pursued. Some organisations have quite complex service level agreements, I once had to develop an SLA solution for a…

Charts – Columns

Continuing my simple series of posts about Microsoft Dynamics CRM charts, I thought this time I would look at column charts. Hopefully you are already familiar with how to export the chart XML, edit and import back. If you are, everything in this post is actually pretty standard easy stuff. An out of the box…

Javascript – Set any value

Previously I have shown standard functions I use to get text values of attributes and set option sets based on their text value. Here is another common function I use to set the value of any field.(Except lookups which need more parameters, I will cover these later!) // *** FUNCTION : SetValue // *** PARAMS…

Charts – Pie Charts

In this post I will continue my series looking at how charts layouts can be customized using XML. If you are new to amending the chart XML please refer to my post on adding percentages on pie charts, as this describes the process to export, edit and re-import chart XML. This time I am going…

JavaScript – Basics

Microsoft Dynamics CRM allows the addition of JavaScript to forms which enables the extension of the basic solution in many ways. CRM Developers and customizers make extensive use of this when tailoring CRM systems to meet customer requirements. The web is littered with many people publishing useful code snippets which with very little JavaScript knowledge…

Charts – Radar Charts

Microsoft Dynamics CRM does not offer a Radar chart OOB but it is still possible to use them! Creating a radar chart is a simple matter of a quick change to the chart XML, if you aren’t familiar with how to edit the XML try reviewing this post in which I give an example. Here…

CRM2015 Charts – Funnel Chart XML

In a previous post I explained how to show percentages on a pie chart, that post included details of how to export a chart, edit the XML and import back into CRM. In this post I will continue that theme by listing some common changes you might think about making to the funnel chart. The OOB default…