Tag Archives: Dynamics CRM 2013

Handling Date/Time fields in Microsoft Dynamics CRM 2015 Online Update 1

Introduction Managing Date/Time fields in Dynamics CRM has not been easy especially when time zone come into picture and yet it is very critical to the application. Dynamics CRM being a global application was designed to support multiple timezones and the architecture design had a very noble thought behind it – “No matter which timezone […]

System Customizer role does not allow modifying Web Resources in Dynamics CRM 2013

Introduction: Recently, we came across a situation where we were only assigned System Customizer Role in a client environment to give dev access to the organization customizations. It was our understanding all along that System Customizer role is provided to developers for customizing the system and System Administrator being the other role that provided complete […]

Custom State Model Transitions in Spring Release for Dynamics CRM 2013

There is a completely new and useful feature of Status Reason Transitions introduced in the Spring Release for Dynamics CRM 2013 Leo. This blog would walk you through the brief explanation of Custom State Model Transitions and how to implement them in CRM using real life example. This feature is only applicable to Case (Incident) […]

Queue Enhancements in Microsoft Dynamics CRM ‘LEO’ release – Part 2

Further to our earlier blog in which talked about Public/Private Queues in brief with some UI changes in them, this blog will walk you through the features such as how to route queued Item, how to Assign, Pick, and Release features of Queue and important points to be taken note of. Read more: Queue Enhancements in […]

Queue Enhancements in Microsoft Dynamics CRM ‘LEO’ release – Part 1

In Dynamics CRM 2013 ‘LEO’ release Queues are further enhanced to now support Public and Private Queues. Through this blog post we will review the enhanced feature of Queue in general. Introduction of Private Queue would help user’s focus on their cases and resolve at better rate. Only those users who are members of a […]

Routing Rules to Automate Case Routing in Dynamics CRM 2013

In the earlier versions of Dynamics CRM we had the option of setting routing through the entity settings shown below: The entity could only be routed to default queue of the owner of the record when record is created or assigned. For any other conditional routing, custom development was the way to go. Now with […]