Introduction: In our previous blog, we discussed about requirement of SharePoint URL for moving file from Dynamics CRM to SharePoint. This can be done by retrieving Absolute and Site collection URL request in Dynamics CRM. In this blog, we will discuss about another common requirement to open SharePoint site in the mobile device and how… Read More »
In Microsoft Dynamics CRM, many emails and notes along with attachment gets created on daily basis, which results into increase in the CRM database storage which is expensive. So usually, people go with the integration of Dynamics CRM with SharePoint which reduces the CRM database storage. We receive many such requests where client wants to… Read More »
Introduction: We have already discussed how to perform entity specific custom action using Web API in one of our earlier blog. But when we want an action to be performed on multiple entities, we need to create a global action. Create global action:- Go to Settings → Processes → Click New then select category as “Action” and entity… Read More »
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 »