While working with Dynamics CRM plugin, we encountered a scenario where we were calling a Web API, which returns data in JSON format. Normally .NET framework provides many methods to use JSON in C# code, many third party solutions such as Newtonsoft.Json library are available. Mostly we use JavaScriptSerializer to read JSON data. However, when we register… Read More »
Before Alternate key concept was introduced in Dynamics CRM it used to be the only GUID of the record which was used to retrieve, update or delete any record. Hence we had to get the record GUID first for any retrieve, update or delete operation. But with the introduction of Alternate keys concept this overhead… Read More »
In Dynamics CRM 2016 update 1, we have many new features introduced. One of them is adding new controls for entities on Phones and Tablets. We have following controls available for Entities. Microsoft Dynamics CRM List/Grid (default) Calendar Control Timeline Control We can set different or same controls for Tablet and Phone. To set these… Read More »
Introduction: One of the most important needs of an enterprise application is maintaining Audit Log. Dynamics CRM has been supporting auditing for a while now. You need to enable Auditing at the org levelAnd then at the individual entity and attribute level to decide the fields that you want audited.Have you ever thought of maintaining… Read More »
Introduction: Personalization have always been the way to go for better user adoption. Microsoft has been working hard to make most areas available for personalization. The latest in this path has been the ability to personalize the CRM Online login page. In case of an On-Premises install that has been configured for IFD, you could… Read More »
Introduction: While we can configure Server Side Sync in Dynamics CRM for POP3/SMTP email accounts and configuring Gmail through this option is possible, we came across issues with getting this to work. Issue: We were using the Gmail’s Email Id, for Server Side Sync. Whenever we tried enabling the mailbox by clicking Test & Enable… Read More »
Introduction With Dynamics CRM Tablet client now supporting web resource on tablet client, it is now also possible to open the CRM record through a hyperlink in the web resource. It has been a common requirement that the custom web resources have the need to provide a link to the actual records being displayed. Until… Read More »
Introduction There could be different scenarios where client may want to view, access, or pass data to external pages from within Dynamics CRM. External pages refer to the pages that are not part of Dynamics CRM. It can be defined as pages that you can access via an internet (with an extension like .aspx, .html,… Read More »
As we know, POWER BI is very robust application, which helps to analyze Business Data. It can be a powerful visualization tool for Dynamics CRM users for analyzing their Business. Hence, Microsoft has introduced integration of POWER BI with Dynamics CRM from this 2016 release. Here are the steps to integrate POWER BI with Dynamics CRM: There… Read More »
We all know about Microsoft Dynamics CRM Roll-up fields. Utilizing these Roll-up fields, we can previously create Date field in Contact entity and populate latest activity date or first activity date. But there was a limit to it and we could only find the activities which are related to the Contact via regarding field. Now… Read More »