CRM Option Set Utility & Community Site
Do you need to create a global or single option set but do not want to type all the items in manually? Would you like to be able to use a pre-existing source from the Internet or from a down-loadable library…
Deleting Custom Security Roles can cause Customization File Issues
Recently we made some modifications to a client's environment which involved redesigning the use of custom forms and some scripting that we had written to pre-populate some fields on those forms. As a consequence we no longer required certain custom…
Read Optimized Forms and Pending Emails
We (and me!) all have a lot to learn about the nuances of Read Optimized Forms (ROF). Today I discovered an unexpected consequence of ROF. While working to configure a client's CRM Email Router for a new CRM 2011 implementation…
Read-Optimized forms for individual users
Recently we upgraded a client from CRM 4 on premise to CRM 2011 on premise and applied UR 7. This rollup includes a form viewing mode selection for either read-optimized or editable. We initially turned on the read-optimized setting system…