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 »
Every time Microsoft comes up with some new features and extension to their services and this is one of them. You can now customize and personalize your office 365 portal experience by using one of the new features provided by Microsoft called themes. You can now have your own custom themes applied to the portal… Read More »
Recent update to Chrome is such a hurtful update for CRM developers. It broke many of the CRM functionalities. It deprecated our favorite showModalDialog method. Due to the deprecation of showModalDialog method, we faced many issues. Out of those, we are going to talk about the CRM Lookup Dialog, that we used to get using… Read More »
Many times we come across a situation where we have to display an image inside an email. Example: Email sender’s company logo image at the bottom of email body or advertising mailer image. Microsoft Dynamics CRM doesn’t have provision for Email or Email Template to add image into the email body. We cannot add images into… Read More »
We had a requirement in which we were supposed to use a addCustomView method in order to filter the Lookup. We came across a situation in which we were able to set the custom view(The view with filtered records) as a default view to restrict the users from choosing the other records, but if a… Read More »
Microsoft Dynamic CRM 2013/2011 provides an easy way to create different types of charts that helps user to analyze their data. We can create multi-series chart to compare multiple values side-by-side. One of our clients required a chart that will compare the Actual Revenue (Opportunity) and Budgeted Amount (Customer) group by month (Actual Close date).… Read More »