Fetch XML, the easiest way to write complex queries to retrieve data by joining multiple entities. Though being the easiest, we were still stuck at a point where we didn’t know what to do. We were getting Invalid XML error. For quite some time we were wondering what could have caused this. Below is our… Read More »
Introduction: It was one feature that other competing CRM systems had for a while and has been an “ask” of many for many years now. Calculated field means a field that has its value calculated automatically based on the formula provided. Till date, this used to be achieved through scripting or may be a plugin… Read More »
As you may be aware, Microsoft has come up with Business process flow feature in CRM 2013 which provides assistance to users in CRM using stages to be followed in order to complete the whole process. Earlier Limitations: Strictly Linear Process: Business processes are designed to work only in linear manner, no branching is allowed.… 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 »
You might have disabled normal controls programmatically many times but while disabling Composite Controls programmatically we get stuck. We don’t know how to access the control and going through the conventional method doesn’t yield us the expected result. In that case, what should we do? How to achieve the expected result? Like this, we face many… Read More »
As we all know, for document management, we require SharePoint to be integrated with the CRM. Therefore, if the CRM is on IFD and if we want to integrate it with SharePoint (on-premise), then we need to extend it in order to make it accessible over the internet. Below are the steps that will help us to extend SharePoint and… Read More »
As we all know that we can always read Pre image and Post image in the plug-in for various purpose. However, in workflow, we may sometimes want to read Pre Image for some purpose. Now we can also read Pre Images and Post Images in the workflow using Execution Context. It uses the same Plug-in… Read More »
In our previous blog, we described the new features added in Business Rule in CRM 2015. We worked on new server side support in Business rule in detail. This blog will illustrate the new server side Business Rule in detail with the help of example. Suppose for example, we have a workflow which creates “Contact”… Read More »
Introduction: Microsoft introduced Business Rules in CRM 2013 to provide custom business logic through a simple UI and to eliminate the need to write scripts. However there were some limitations, Business rules in CRM 2013 execute only Client Side. Has no if…else if…else support hence need to develop multiple rules to express rich business logic.… Read More »
In order to develop fetch based reports for CRM 2013 you require to have report development environment. You can do this report development on VS (Visual Studio) 2008 using BIDS for Visual Studio 2008. Else, if you have SQL server 2012 installed then you can do report development without installing “BIDS” because SQL 2012 provide… Read More »