In the earlier versions of Dynamics CRM we had the option of setting routing through the entity settings shown below: The entity could only be routed to default queue of the owner of the record when record is created or assigned. For any other conditional routing, custom development was the way to go. Now with… Read More »
Finally, the most awaited Spring ‘14/SP1 update has been rolled out. It has brought along with it many new features and changes. The majority of the changes were observed in the Service Module. Here we talk about the 2 new features introduced in Cases: 1. Parent-Child Case 2. Merge Case Parent-Child Case: This could be… Read More »
Introduction: The much talked about Spring Release is now slowly being released across various geo for CRM Online. Let us take a look at what this release has to offer. Leo updates are optional, i.e. after your CRM program and db has been upgraded to version 6.1.x you are now on the latest CRM release.… Read More »
Recently we came across with the issue while importing a solution from our dev environment to another test environment. So we thought of sharing this with everyone so that others do not face the same problem. Issue: While importing a solution we received “Schema Validation Failed” and it said “The ‘label’ attribute is… Read More »
Introduction: Often you must have noticed that importing solution often slows down CRM to the extent that it is almost unusable for the period during which the Import action is being processed. To improve performance, a new request has been introduced in CRM 2013 which supports to importing solutions asynchronously. This is however available only… Read More »
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 »