Category Archives: Customizations

Different Areas in Dynamics CRM Where Users Can Access External Pages

Introduction There could be different scenarios where client may want to view, access, or pass data to external pages from within Dynamics CRM. External pages refer to the pages that are not part of Dynamics CRM. It can be defined as pages that you can access via an internet (with an extension like .aspx, .html,… Read More »

Roll-Up Field Enhancement for Related Activities in Dynamics CRM 2016

We all know about Microsoft Dynamics CRM Roll-up fields. Utilizing these Roll-up fields, we can previously create Date field in Contact entity and populate latest activity date or first activity date. But there was a limit to it and we could only find the activities which are related to the Contact via regarding field. Now… Read More »

Customize Color of Entity Icon in Dynamics CRM

With Microsoft Dynamics CRM, users have ability to change entity icon color as per their requirements. With this user can prioritize or personalize Dynamics CRM entities as per business requirements. For this user needs to follow below steps: Navigate to Settings–>Customizations Navigate to entity you want to adjust the background icon color for. In this… Read More »

How to Increase Label Width in Dynamics CRM?

Introduction When you are adding a new custom field which is having large display Name (Label of field), then Label of the field is not displayed properly. It is important to fix it, as part of it is hidden or not visible. This blog discusses about a method on how to increase label width in… Read More »

How to Delete Component from Managed Solution in Dynamics CRM 2016?

Introduction How can we remove unwanted component from managed solution, which is installed at client environment? This question can strike you when there is a requirement to delete component, which you think is either no longer usable or should not be part of managed solution. Suppose you provided your managed solution to client and there… Read More »

Multi-language support for custom solutions in Dynamics CRM

For as long as I remember Microsoft Dynamics CRM has always provided support for multiple languages. This means that labels throughout CRM would appear in the language of your choice. You can have multiple languages installed in CRM apart from the base language. Each user has the choice to choose the language of their choice… Read More »

Import Customizations of the Entity having Icons from Managed Solution in Dynamics CRM

Introduction: Recently we had a requirement of importing a custom entity Hotel from one online CRM to another online CRM, which was a part of unmanaged solution. While exporting the Hotel entity from source system, we observed that the icons of the entity were from managed solution having prefix as “VarIcon” of PascalCase format. As… Read More »

Trigger Business Rules on change of Stages of Business Process Flow

Introduction: Among many advanced features introduced in Microsoft Dynamics CRM 2016, one would be business rules getting invoked by a business process flow. Earlier with MSCRM 2013, business rules were introduced to provide custom business logic and eliminate the need of writing scripts around this logic. But now with Dynamics CRM 2016, some of the… Read More »

Forms in Microsoft Dynamics CRM 2016 which can’t be missed

Introduction: As it has always been, entity forms enable a CRM user to key in the required data efficiently. With the release of Dynamics CRM 2016, data is presented in a better way in the interactive service hub dashboard. As compared with the earlier updates, Dynamics CRM 2016 introduces two forms in the Interactive Service… Read More »

Solution Management with Dynamics CRM 2016

Introduction The only supported way of transferring customizations from one CRM organization to another has been through Solutions. The concept of Solution when first released in CRM 2011 was a breakthrough considering before then there was no concept of IP protection. With Solution Management came the concept of Managed and Unmanaged Solutions. Managed a way… Read More »