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In some cases it is necessary to hide some items from the side menu according to the CRM user’s assigned role. To do this we need to modify the SiteMap from the CRM. The example given in this post is done on CRM 2011 but it also applies to CRM 4. We are...
In CRM 4.0 by default we do not have a Picklist where to select multiple items. In the post below I am giving the details to get this functionality. Firstly, we create a Picklist with all values. Then, we create a text field which is going to store the...
…. (Continuation from previous part, Opportunities and benefits for developers in CRM 2011 Part I/II ) … [Custom activity types] Now we are able to define entities that in fact behave like any other standard activity within the system (i.e. task, meeting...
There is a lot of buzz about Dynamics CRM these days. And the explanation for this buzz is simple: we are in front of a big release !. To be honest, better and bigger than I thought. So, first of all, to be clear: Dynamics CRM 2011 is a BIG release...
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