Lookup Fields Auto Complete Search

September 16, 2010

Lookup Fields Auto Complete Search In Microsoft Dynamics CRM 4.0 Lookup fields have an Auto Complete feature. This means that instead of opening the Lookup window or using the Form Assistant, you can start writing a value within the Lookup field, and when you take the focus away from the field, the Auto Complete will try to resolve the matching records according to the value typed. If no record can be resolved, the Lookup will show a red error sign. If more than one record was resolved, a yellow warning sign will appear. Clicking the yellow sign will display all...

Master-Detail Page in Microsoft Dynamics CRM 4.0

September 11, 2010

Master-Detail Page in Microsoft Dynamics CRM 4.0 In some scenarios, you want to display a CRM grid on one side of the page and when user selects a record from the grid, show this records details on another part of the same page. This can be useful when users want to go fast through many records, without opening a new window for each record. This solution I suggest here is totally unsupported, so use it responsibly. The solution is completely client side based includes two .htm pages: MasterDetailView.htm โ€“ This...
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Microsoft Dynamics CRM 4.0 Accelerators Workshop

September 6, 2010

Microsoft Dynamics CRM 4.0 Accelerators Workshop Just finished lecturing a 4 hrs. workshop regarding Microsoft Dynamics CRM 4.0 Accelerators library for Microsoft partners in Microsoft Israel HQ. The workshop purpose was to clear the fog which usually engulf the Accelerators capabilities and explain how Accelerators can improve Partnerโ€™s presale and delivery processes  During the workshop I reviewed 12 Accelerators and demoed a few on a virtual machine. While preparing the workshop, I discovered that the Social Networking Accelerator in his current version is no longer operative, as Twitter changed the authentication...
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