Changes to quick find/search in the CRM Client for Outlook

  • Posted on: 27 February 2013
  • By: feridun

In the RTM version of the CRM Client for Outlook search (or Quick Find) behaved differently from the web client. Update rollup 7 changes the behaviour so that the CRM Client for Outlook and the web client behave in the same way.

This podcast by the Microsoft Premier Field Engineering team on update rollup 7 briefy discusses the change at 17m 20s.

Cross-browser support in Polaris and UR12

  • Posted on: 11 February 2013
  • By: feridun

Cross-browser support is added in Polaris and Update Rollup 12 for certain versions of Firefox, Chrome and Safari as described in this article http://support.microsoft.com/kb/2784954

A specific Ipad client is not planned for the Polaris release though it is planned for a release later this year.

Review this video on YouTube http://www.youtube.com/watch?v=YtkeU-IOHEY&feature=player_detailpage#t=147s

Price List Items

  • Posted on: 14 January 2013
  • By: feridun

When faced with the task of creating large numbers of price list items, you may be tempted to use the Import Data Wizard to import and therefore create price list item entries. My advice is don't do this for two reasons:

Date fields and time zones

  • Posted on: 14 January 2013
  • By: feridun

The Problem

Dynamics CRM does not provide date only fields. Although date fields may be configured to show the date only, internally the time is stored as well. The time that is stored is usually the time in UTC that corresponds to midnight in the user’s time zone. This may cause date fields to show different values depending on the time zone of the user.

Order Fulfillment

  • Posted on: 14 January 2013
  • By: feridun

When orders are fulfilled in CRM the status of the order is changed and an order close activity is created.

Complete an order using Fulfill Order on the ribbon

In the web interface, orders can only be fulfllled one at a time using Fulfill Order on the ribbon in an order form. This button is not shown in lists of orders.

When an order is fulfilled the following changes are made: