Introduction: Contracts were the traditional way of recording the entitlements or warranties available to the customer for the product. Microsoft Dynamics CRM supports 3 types of Contracts Number of Cases Time Coverage Date Contracts have a start and end date and pass through various states Draft – This is when you have created a Contract… Read More »
Introduction We all are familiar about themes; as we used to set themes for our mobile. Now we can set themes to our CRM and make it more colorful. We all know about how to set theme to CRM manually. So now we will see how to set theme programmatically to our web resource. If… Read More »
In Microsoft Dynamics CRM 2015 Security area is introduced which contains entities such as Users, Security Roles and Teams which were present in Administration area in previous versions of Microsoft Dynamics CRM. In this blog we are going to show how we can add Custom Buttons on Application Ribbon of Security area through Ribbon Workbench.… Read More »
Introduction In one of our earlier posts found here we had explained how the new date/time behaviour can be used to record date/times in the format that you require, instead of having it store the values in UTC all the time. So you can now go and modify the behaviour of an existing date/time field… Read More »
Introduction Microsoft Dynamics CRM introduced Business Rules in CRM 2013 which provides custom business logic. You can read more about how to use Business Rules from one of our earlier blogs found here In this blog we are going to show new abilities added in Business Rules for Dynamics CRM Update 1 as well as… Read More »
Introduction: In our recent blog post about calculated fields we have covered about calculated fields support extended for Date/Time data types in Dynamics CRM 2015 Online Update 1. You can read this blog here. In this blog we will focus on accessing related entities fields in calculated fields formulas. In Calculated fields, you can define… Read More »
Introduction: Calculated fields was first introduced in Dynamics CRM 2015 and it further improved upon the ability to provide codeless solutions to power users to configure. You can learn more about its features from our earlier blog here. It provided support for most CRM data types however the calculations and formulae supported for Date/Time fields… Read More »
With the release of new version of Dynamic CRM new features has been added in CRM 2015.CRM 2015 enables us to customize Help feature of CRM. Wow! Isn`t it great, that you can customize the content to be shown on clicking the Help button? You would be wondering, what difference does it make by showing… Read More »
Among the many new features added in Dynamics CRM 2015, Rollup Fields is one of the interesting new feature which provides a way to perform a record level aggregation from child records to its parent record. This avoids plug-in development and can be easily achieved by end users through simple setup and settings itself without… Read More »
Issue: Usually when placing a lookup field on the form, we also select the view based on which the records should be displayed in the lookup window. The same behavior is expected for the Tablet application as well. But we came across a scenario where the lookup displayed all records irrespective of the view selected… Read More »