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 Signatures are very integral part of any emails that are exchanged in present times. Dynamics CRM however does not yet have an OOB way to configure a signature for a user so that when a new Email is created, the signature is automatically added to the email body. There is always the Insert Template… Read More »
I came across this post on Linked Group a few days back about “CRM 2015 Training” and have been thinking to compile a list of links so that new Dynamics CRM users can benefit from it. Before you start, to familiarize yourself, it’s always better to create a Dynamics CRM Online trial: Dynamics CRM Online… Read More »
Introduction: Every CRM update comes with a lot of goodies for both the developers and the end users, so Dynamics CRM 2015 SP1 was not different. One of such feature is opening a record in a new window. While most of you`ll think, what`s so great in this, we have been doing this since CRM… Read More »
Introduction: There are multiple ways provided in Dynamics CRM SDK to query and read data like Using ODATA Using FetchXML Using Query object ODATA has a limitation where it can return only 50 records at a time. You can ofcourse query more than that but it would be in batches of 50 records at a… 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 »
Introduction Hierarchies were introduced in Dynamics CRM 2015. Hierarchy provided a way for visualizing relation between records and identify where the records reside in parent child relationship. As in example below shows where “Test Account02” situated in hierarchy tree. SDK Support To support the ability to retrieve records based on Hierarchy, the SDK was enhanced… Read More »
Introduction: Entitlements were introduced in CRM 2013 Spring Release. These are an enhancement to the concept of Contracts that has been in Dynamics CRM since its initial release. You can read more about entitlements from one our earlier blogs found here. You could define the entitlement terms that a customer is entitled to. The entitlements… Read More »
Introduction: Export to Excel has been a feature that has been in Dynamics CRM since its initial release. Though it did the job, there were some annoying pop-up’s and probably a few clicks that could well be avoided. With the Online Update 1, the Export to Excel experience is set to change for the better.… Read More »