Introduction: Since the new refresh forms, we now see sub grids added on the form by default instead of the left navigation links to see the related records. The + (add) button on the sub-grid however appears to work differently for the Case Sub-grid and the Contacts grid on the Account form. So when do… Read More »
Traditionally, CRM forms had a Save button, changes made to the form required explicitly clicking on the Save button to save changes made. With Orion came in Auto-Save. The magic process that keeps monitoring the form for any changes made and automatically save them every 30 seconds. Thought of listing all important points one must… Read More »
Dynamics CRM works largely on FetchXML queries. FetchXML is a proprietary query language for Dynamics CRM. For developers coming from SQL background, they would really want to find the SQL query that the FetchXML translates into. While one way is to explain the FetchXML syntax, it might help to also get the SQL statement that… Read More »
Introduction If you have more than one language support in your CRM organization, then you may require localizing all error messages that you have set in PBL per the languages installed. The message that you type in the PBL designer is set to be the message shown in the CRM base language. To show the… Read More »
Introduction: I am sure by now almost anyone developing on Dynamics CRM would have had experience working with FetchXML queries, the Dynamics CRM proprietary format to query data using Dynamics CRM SDK API. We recently came across a scenario where we needed to use an alias for an attribute. Similar to the SQL query Select… Read More »
Data Security is the prime aspect across the world. As we are storing all our data into the CRM, we need to keep our sensitive data in Encrypted format for the security reasons. Microsoft Dynamics CRM 2013 uses standard Microsoft SQL Server cell level encryption for a set of default entity attributes that contain sensitive… Read More »
When we configure Claims-Based Authentication in Microsoft Dynamics CRM 2011 Deployment Manager, we may receive the following error. “The encryption certificate………does not exist in the local computer certificate store” You can use the following solution in order to resolve the above error. Add a certificate in “Certificate (Local Computer) -> Personal -> Certificates” along with… Read More »
Installing and configuring Customer Care Accelerator (CCA) can be a challenging task. This blog will serve as a guidance and simplify the said process. The main focus of Customer Care Accelerator (CCA) for Microsoft Dynamics CRM is on delivering contact center enabling functionality, like the ability to create a unified desktop by combining data elements… Read More »
In Dynamics CRM prior to CRM 2013 email integration provided the following options Email Router Microsoft Outlook Client. Using Microsoft Outlook Client allowed users to send emails from Dynamics CRM using their Microsoft Outlook client. If the Outlook client was closed, it would wait until Outlook client is re-opened for the mail to be processed.… Read More »
Though Dynamics CRM allows for creating Quotes, Orders and Invoices from within CRM it does not provide a true accounting solution that would automatically calculate the tax as well on the transaction. It provides a tax field on the transaction forms but the value has to be manually entered by the users. For organizations that… Read More »