We are pleased to present below all posts tagged with 'Customization'. If you still can't find what you are looking for, try using the search box.
How do you ask the right questions when a user asks for a new Dynamics 365 field? And how do you translate that request into the best design? Let's take a look!
When it comes to
effectively taking notes, OneNote leaves Word in the dust. Don’t get me
wrong, Microsoft Word is an excellent program and is very useful for specific
tasks, but note-taking isn’t one of them. OneNote allows users to take
notes the way that works best for them. In this blog entry, I will walk you through the installation process for your computer, step-by-step.
This post is going to cover how to configure the global navigation bar in SharePoint 2013 using Managed Navigation, as well as provide some tips and lessons learned with rendering the global navigation using new Managed Navigation in a custom master page.
If you've done any kind of customization work on Dynamics you've probably run into a situation at some point where the needs arises to create a custom application to suit the need. The debate that I always here is should it be done in ASP.NET or Silverlight. When I first started getting involved in CRM projects I didn't really have a strong opinion either way. I wasn't really up to speed on Silverlight either so I had a knowledge gap influencing my “shoulder shrug” treatment of the issue. Now that I know a thing or two more my opinion has shifted.
So imagine you’ve created this awesome Silverlight application. The app works great and everyone’s happy. In this particular case the client was using an automated build tool called Anthill which is how they deploy their CRM solutions. The later versions of the CRM SDK have a deploy function where you can have your code in TFS and deploy your plugins and web resources straight from your project after pointing the Visual Studio CRM Explorer add-in to a specified server and organization. This all sounds great until I get a call saying that my wonderful Silverlight application isn’t working.
Distraught and aggravated I start contemplating would could have possible gone wrong. What could I have possibly done wrong? As it turns out when I go to the deployment server the Silverlight control decided to not show up in a matter of speaking. Just to give some background this is a Silverlight control hosted in an HTML web resource displayed in the form content iFrame from a navigation link. The page shows up just fine, but my control isn’t loading. Weird…
Do you have old email, templates in CRM that you don’t use anymore? You want to get rid of them because they’re cluttering up the views of users. But you don’t want to get rid of them because you might want to use them again some day (or, like me, you’re just a packrat). Unlike other record types, these don’t include the ability to deactivate the individual template records. So what’s a CRM power user to do?
CRM 2011 forms include “tabs” to help organize information. If you are a user of previous versions of CRM you know that tabs used to be presented across the top of a form. In CRM 2011 tabs are now presented vertically. Read on for the advantages of this change.
Microsoft has released the SDK (Software Development Kit), Implementation Guide (IG), and Planning Tools for Dynamics CRM 2011. These tools are indispensable references that cover customizing and extending CRM, system architecture, process design, installation of the CRM server and related components, and much more. The SDK is available here. The IG and Planning Tools are available for download here.
If you have spent any amount of time with SharePoint 2010, you have seen the “lightbox” feature which allows the SharePoint user to remain on the same page, providing a pop-up dialog box, while dimming the background – very Web 2.0!
This “lightbox” dialog can be enabled/disabled within any list in the Advanced Settings.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
This is a sandbox solution which can be activated per site collection to allow you to easily collect feedback from users into a custom Feedback list.
Whether you are upgrading to SharePoint Online, 2010, 2013 or the latest 2016, this checklist contains everything you need to know for a successful transition.