Category Archives: MS CRM 2011

Adding Direct Link for Activity in SiteMap

If we want to access specific activity, first we need to navigate to specific module and then need to select activities sub area, for example Sales->Activities and then we can select activity view. But let’s say if your customer wants to hide all activity option and just wants to add a direct link to the activity that they are using mostly. If you… Read more »

Sending History Notes using Custom Workflow

Long time back we wrote a post to get history notes using custom workflow, in this post we are providing updated version of the code supported for CRM 2011/2013/2015. Requirement: If you have requirement to send notification when new note is added to any entity record where you have notes relationship enabled, for example let’s say when any notes entered to any critical… Read more »

Validate Inactive Customer Selection

Requirement: Let’s say we want to validate customer selection in opportunity record and if user selected inactive record, we want to display them an error alert to select another customer. Solution: We can implement this requirement using server side or client side code, in this post we are going to provide sample code for checking account status and throw alert… Read more »

Using Price List Based on Customer

Some time you may get requirement to use price list based on the customer selected in opportunity or order. In this post we are going to provide steps to implement this requirement. If you are new to price list I will suggest you to first go through this KB which will help you to understand price list. To implement this… Read more »

Get Comment from user before de-activating entity record

Requirement : While deactivating account record, we need to get deactivation comments from user before deactivating account. Solution: We can implement this requirement using different ways, in this post we are going to provide out of the box solution for this requirement. We can achieve this using dialog, if you are new to dialogs I suggest you to refer first, where you can learn… Read more »

Relabeling Composite Control Fields

We can change display name of the entity fields easily by editing field display name property. But we can’t change fields label used in address composite controls. In this post we are demonstrating how to relabel composite control fields. Requirement:Relabel city field in address composite control in account entity. Note: You can’t change field logical name once it is created. Solution:… Read more »

Creating html web resource to show image attached in Notes Part 2

In our previous post we explained how we can get image from notes using OData endpoints, in this post we are going to explain how we can create html web resource and use our java script method to get and display image. We need to implement two steps:   Create html page   Deploy html page and SDK.REST.js using web resource Create html page Create… Read more »

Creating html web resource to show image attached in Notes Part 1

Microsoft Dynamics CRM 2013 introduced new entity image feature, so we can have one image attribute and can use that to store entity image. But we can have only one image attribute per entity. So in this article we are going to demonstrate how we can build an image slider using the java script. Microsoft Dynamics CRM store all the… Read more »

Step by Step creating wildcard certificate

Most of the time while setting IFD for Microsoft Dynamics CRM dev environment we use wildcard certificate. In this post we are going to provide step by step instruction to setup a wildcard certificate using IIS 7. We are using windows 2008 r2 operating system. In order to create a wildcard certificate first we need to generate a certificate singing request… Read more »