In our earlier article we explained different options for writing custom reports for Dynamics CRM. In this article we will demonstrate writing reports using out of the box Report Wizard. So let’s start. Requirement: We have one custom entity event which stores details about events like event budget, event organizer, primary contact, event city and date. We want to write… Read more »
Microsoft Dynamics CRM provides 54 out of the box reports. These include reports for all the modules like sales, marketing and service as well as it includes monitoring report for example user summery. Most of these reports can fulfill our business requirement but some time we need to write custom reports or need to modify existing reports. In this article… Read more »
Did you ever get a requirement to add html button on entity form?? If yes this post will help you to implement this requirement. Let’s say we are building a registration form in CRM and we need to provide buttons to add attachment for ID proofs. Let’s see how we can do this 🙂 We mainly have two high level… Read more »
So finally customer data type is available in Dynamics CRM 2016, let’s see how it can be useful in your next CRM Implementation. In Dynamics CRM customer information can be stored using two entities Account and Contact. Generally account is used to represent a company whereas contact is used to represent individual clients or a point of contact from some… Read more »
In our earlier article we discussed how to create SLA and SLA items for account entity. Now in this article we will see how to use SLA for customer document verification. To work with SLA, we need to use timer control which provides us different option to evaluate SLA. We can configure different criteria which will display indication of warning,… Read more »
After release of Dynamics CRM 2016 update 1, we can now enable SLA for other custom and system entities as well. We can enable SLA using Enable for SLA option under entity definition like below for custom and specific system entities: Following are the list of additional system entities apart from case where we can enable SLA: Let’s implement a… Read more »
In our last web API articles, we discussed about using web API actions, today we are going to discuss about calling our custom actions using web API. If you are new to action you can refer this KB to know about actions. Let’s take a scenario that we want to design one action for our custom event entity to approve… Read more »
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 »
In our last Web API article we discussed about Web API functions, if you have not checked it yet, click here to know about web api functions. Today we are going to discuss about Web API actions. Similarly to function actions are also reusable piece of code and can bound or unbound. There are list of pre define actions, which… Read more »
If you are developer, you should be familiar with functions. It is a reusable piece of code which can be used to perform different operation based on their definition. CRM 2016 introduced Web API function which can be used to perform different CRM operations. Following are the two functions available in Web API: • Function • Query Function In this… Read more »
