Category Archives: MS CRM 2015

No Code solution for Filtering Subgrid based on the Lookup

There is a common requirement to filter subgrid based on the lookup field, but there is no easy way to implement it without writing code. In this post I am going to discuss a quick workaround to implement this requirement. Let’s see how we can implement this. Requirement: We want to show marketing list for accounts in contact form based… Read more »

Implementing Duplicate Detection using Keys

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Dynamics CRM contains duplicate detection feature, if want to know about this feature you can check here. This feature can be enabled for multiple operations for example, we can see different options under duplicate detection settings below: These setting work differently based on operations for example if user will try to import data to respective entity for which you have duplication detection rule… Read more »

Re-adding accidently deleted statusreason option- Quick Tip

Requirement: Have you been in a situation where you accidently deleted status reason option from quote entity and now want to add it back as soon as possible?? If yes then this article is going to help you. Solution: While adding options to option set, it’s value is generated automatically based on the option value prefix (You can find this… Read more »

Track Security Role Changes using Auditing

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Requirement: Track security role changes in Dynamics 365/CRM or earlier versions. Have you been in a situation where client is complaining about sudden access to unwanted entities/not required for their process or suddenly they are not able to perform some set of actions? If yes this article is going to help you. Solution: This is very common in CRM implementation… Read more »

Form and Fields Notification in Dynamics 365 Part 1

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Dynamics 365 provides different ways to implement client side notifications, we can implement them in different level. In this article we are going to provide different methods which can be used to work with notifications. setNotification This method is used to work with individual control over entity form. We can make use of this method to implement our client side… Read more »

Using PickFromQueue in Dynamics CRM -Sample Code

I saw one question in CRM community forum today where user was looking for help to use PickFromQueue message, so I thought of writing sample code for the same, so that it can help others as well. Let’s first understand the message, why we need it. As name suggests this message is used to pick item from queue and used… Read more »

Stop User from creating activities for Closed Records – Quick Tip

We can associate activities with entity records even though they are closed (in inactive state) because CRM setup 1:N relationship with activity and other activities related entities if Activities checkbox is selected under entity definition. But let’s say we have business requirement to stop this behavior. There is no out of the box setting to disable it, but we can… Read more »

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Adding View Shortcut in SiteMap

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Sometime while working on CRM implementation, your client may ask you to add a direct shortcut to some view in SiteMap, let’s say, a shortcut of imports view. If you want to see imports view, you need to navigate to Settings->DataManagement->Imports. So if we need to add shortcut to this view, we can use SiteMap editor for this. In our… Read more »

Fill more color to CRM Web Application

Microsoft Dynamics CRM 2015 Update 1 introduced a very nice feature, “Themes” , which allows us to add colors to different below component in supported way. We can access theme by navigating Settings->Customizations-> Themes. There is one default read only, out of the box theme available in every CRM deployment. We can’t do any modification to this theme but we… Read more »