In Dynamics CRM if we want to pass data to a web resource, then we use Xrm.Utility.openWebResourcefunction and pass as second parameter. But in this case we can’t pass Object or Array as parameter. So to solve this problem one can use JSON. Using JSON we can convert Object or Collection of Object (Array) in… Read More »
Now we can check the attribute formats in CRM java script. To do this you just need to use the function “getFormat”. This function returns a string value that represents formatting options for the attribute. You can refer the below code to check the format of different types of attributes. functionGetFormatOfAttributes() { var attributeFormat;… Read More »
While working with the plug-ins or with Custom Workflows Assemblies, we get the Datetime from CRM which doesn’t match with user’s Local DateTime format. As we get the date from the CRM in UTC Format so we can convert it to User’s Local DateTime using LocalTimeFromUtcTimeRequest Request. To get the Current logged in user’s Local… Read More »
In extension to one of our previous blog, this blog would add more to maximize the real estate on entity forms as well. If you want to hide the left navigation pane from any of entity form as shown in below screenshot follow below mentioned steps: 1. Click the Form Properties of respective entity form… Read More »
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 »