Category Archives: Dynamics CRM 2016

Business Process Flow in CRM 2013

The December 2012 Update of Microsoft Dynamic CRM Online introduced Business Process Flow for the OOB Lead, Opportunity and Case entities. With CRM 2013 Microsoft has extended this feature further and allowed creating of business process flows for any entity including custom entities. Enabling Business Process Flow for an entity:    The first step to… Read More »

How to pass Object or collection of Objects to a web resource in CRM 2011

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 »

Check attribute type/formats in CRM 2011 javascript.

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 »

How to convert the DateTime in Local and UTC Date Time format

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 »

More to maximizing real estate entity forms

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 »

How to integrate SharePoint online with CRM Online – Part 2 -> Integration of CRM and SharePoint online

This is the second part of the blog post following this post. This post focuses on configuring the SharePoint site within CRM online 2011, integrating the both, uploading documents from with CRM to the SharePoint respective folder. Following are the steps for the same: 1. To Configure SharePoint, first you need to download List Component… Read More »