Accessing Form Header Web Resource

September 14, 2016

Although this Help article states that with Microsoft Dynamics CRM 2016/Online “You can’t include a web resource in a form header or footer”, you certainly can. Sadly, form Footer Web Resource no longer display any content (as it did in version 2015). Form header displays content correctly, but adding it will spread the header fields all over the form width. If you are ok with the UI, you might want to access the header Web Resource programmatically via JavaScript. Maybe when a form attribute value changes, the Web Resource content should change dynamically. Unlike header attributes, which can...
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Update Records with the Import Wizard

September 11, 2016

I recently noticed that in version 2016, the option to export records for update (available in version 2015 as seen below) has vanished from the Export To Excel dialog. When checked, this option allows you to update the exported data and later on use the Import Wizard tool to update existing records. Consulting Faridun Kadir, a fellow MVP, I learned that exporting MSCRM records to a static worksheet exports records GUID (record unique identifier) by default as a hidden column. This GUID is later used by the Import Wizard mechanism to determine if the imported record...
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