This articles shows various ways in which you can increase the space on Microsoft Dynamics CRM home page. Hide the Get Started Pane from the home page We always see Get started pane above each view as shown below. If user wishes to disable/hide this pane by default then it can be done, follow below… Read More »
Sometimes, there are requirements to show different Header/ Footer on different pages of the report. Like say, on the first page, header/ footer of report should be some text and on the second page it should be some different text. Please refer below screenshots. First Page Footer Second Page Footer This can be achieved using the… Read More »
A while ago, we had requirement of sending an email to the users to whom service activity is scheduled. We had created a workflow which would send an email to the resources whenever they have be scheduled in for a service activity. The workflow was supposed to be triggered on create of service activity and… Read More »
A new request called ExecuteMultipleRequest has been added to the Update rollup 12 for the Bulk Data Load. Using this request, multiple request can be executed with the single server call. The main advantage of this request is that it will definitely improve the performance since in one round trip to the server, it actually… Read More »
While using CRM there may be conditions in which user wants to open forms and reports programmatically. For this we can write the scripts which will open the forms and reports. Open CRM forms using script: The form can be open using openEntityForm(); method. Syntax : Xrm.Utility.openEntityForm(name,id,parameter); Parameters : Ø name: (Required… Read More »
To map custom attributes of Opportunity Product to Quote Product, Quote product to Order Product and Order product to Invoice product CRM does not provide direct access to the “Mapping” page. To get the mapping page, you need to follow below steps. Below are the steps to set the mapping of Order product and Invoice… Read More »
We would like to share one of our experiences with SSRS reports. One of the reports we were building required displaying of notes that could hold more than 2000 characters. Including a text box worked fine for most of the records but we observed that the ones that had more than 2000 characters… Read More »
As we all know that the there is no separate entity for the attachments in Dynamics CRM 2011. We can add the attachments into the Note (annotation) entity. But in order to import Notes and attachments in the CRM 2011, it is essential that you must have the separate files for them. For… Read More »
Update Rollup 11 for Dynamics CRM 2011 is now available for download from http://www.microsoft.com/en-us/download/details.aspx?id=34969This update includes compatibility with Windows 8 and IE10 besides other fixes. A complete list of this can be found at http://support.microsoft.com/kb/2739504In addition to this, a few days back new bits for UR10 were made available. These included fix for issues reported from the… Read More »
New to Dynamics CRM or already using Dynamics CRM? But do you do CRM the way it should be? Learn to CRM from the experts. Roughly around 20 CRM MVP’s (I was not one of them) have got together and come out with a collaborative offering called CRMFieldGuide. To say the least.. Its simple and powerful. CRM… Read More »