CRM 2013 new form layouts prefers 3 column tabs with 1 column sections over the CRM 2011 1 column tab with 2 column sections. The nice thing about this new layout is that as you resize the browsers window the containing sections will arrange themselves to fit cleanly within the window. This is typical behaviour of floating elements. So for example as you shrink the size of a window a tab with 3 horizontal sections will start to stack on each other vertically. While creating a few custom entities I noticed a slight rendering problem when resizing the CRM’s window. The gap between the final field is a section and the next tab would increase. Take a look at the screen shots below.
Recently I encountered a problem where by I could not see the ‘Posts’ tab on the new activity feeds for out the box entities like Account and Contact. The issue only seemed to occur for my organisations that had been converted from MSCRM 2011 to MSCRM 2013. For any new organisations that I created on 2013 the ‘Posts’ tab was visible. What appears to have occurred during the upgrade process is that I didn’t receive any changes to the sitemap. This meant that I could not see the new CRM 2013 sitemap items like the ’Whats New’ Activity dashboard, but more importantly I could not see Post Configuration which should be accessible from the Settings. It is within Post Configurations that you can activate posts for given entities. In my case all entities had posts deactivated apart from user. To activate posts and therefor make CRM render the posts tab follow the instructions below.
As usual I have been working hard on enhancing and developing new Silverlight applications that interface with MSCRM 2011. I have come accross a weird issue that I was wondering if anyone has experienced before and maybe has a solution. It’s a rare occation that I have to seak a solution off someone else but I’m hoping for some enternal magic here! Allow me to explain, because from the title you might already be thinking I know how to get a Silverlight Application visible on the form!
While using MSCRM 2011 you might have noticed the customize tab that allows you to alter the current area you are in on the fly providing that you have security rights to do so. What do I mean by on the fly? Well lets say you were creating a record and noticed that a field was in the wrong place. As you have the relevant security rights you decide to make the change there and then. So you go to the customise tab, select form and make the change. This saved you the time of having to go to Settings, Solutions, select your solution, select your entity, select forms, select the correct form etc etc…
When registering steps for plugins, you are given the option to select the user the plugin should run as. Your options are bascially calling user or any CRM system user for the organisation you are registering the plugin for. By running the plugin in the context of a user you take onboard that users privilages. For example, if you registered a plugin that creates an account within the context of calling user, and my user triggers the plugin, an account will be created in my name. However if my user doesn’t have permissions to create an account, but we need it to create an account on this trigger we have a slight problem. The plugin will fail creating the account! We can’t change my security roles to allow the creation of accounts as I should not be able to do this. So our only option is to run the plugin in the context of a user that can create accounts. So lets say we have an Administrator user that we will run in the context of. Well now we have introduced the problem that I actually want to talk about!