4 things you need to know about the Command Bar

This post provides the important information you need to know in order to transition to customising the Command Bar in Dynamics CRM 2013. 1. The Command Bar is a Ribbon in disguise! The Ribbon Bar in Dynamics CRM 2013 to a certain degree has been replaced by the Command Bar but it still exists on ... [More]

How to change process and stage programmatically

Scenario UPDATE: With CRM2015 - the new client side process API should be used to set the current step. The following approach should be only used for setting the process to the first step. If you have more than one Dynamics CRM 2013 Business Process Flow for a given entity users can easily change... [More]

Do you understand MergeOptions?

If you use LINQ queries with the OrganizationServiceContext then understanding MergeOptions is vital. At the end of this post I describe the most common 'gotcha' that comes from not fully understanding this setting. The OrganizationServiceContext implements a version of the 'Unit of Work' pattern (... [More]

How to restore a hidden button on the CRM 2013 Command Bar

The new Dynamics CRM 2013’s command bar has deliberatly limited space for buttons due to the ‘intentionally constrained’ user interface design. The idea being that if you limit the space for buttons, then designers will be forced to only show those that are absolutely necessary ... [More]

Microsoft. Xrm. Client (Part 3a): CachedOrganizationService

In this series we have been looking at the Developer Extensions provided by the Microsoft.Xrm.Client assembly: Part 1 - CrmOrganizationServiceContext and when should I use it? Part 2 - Simplified Connection Management & Thread Safety This 3rd part in the series demonstrates when and how to us... [More]

Multi-Entity Search with SparkleXRM

The new tablet client for Dynamics CRM 2013 has a fantastic looking multi-entity search but it is not yet available in the Web Client. I thought this would be a good opportunity to create another SparkleXRM sample to achieve a similar feature with Dynamics CRM 2011. You can check out the sample by... [More]

User Impersonation in Plugins, Workflow and Dialogs

I've recently had a few questions around the UserId and InitiatingUserId properties of the execution context, so I thought I'd attempt to clear up any confusion. The simple fact around user impersonation in Dynamics CRM is that it isn't simple! I could write pages on the subject but instead here ar... [More]

jQuery and jQuery UI with Dynamics CRM 2011 & 2013

Since I’ve been converting Silverlight web resources over to Html & JavaScript and working on www.SparkleXrm.com , I’ve worked extensively with jQuery and jQuery-UI. In the early days of Dynamics CRM 2011, you could use both these libraries without a problem, but with the Activity F... [More]