Category Archives: MS CRM 2013

Using Quick View Form in MS CRM 2013

Today we are going to discuss another new form added in MS CRM 2013 called “Quick View Forms”. This form was initially introduced in Microsoft Dynamics CRM Online Fall 13 Service Update. Quick view forms are associated with lookup control, for example if you want to see the details of the record filled in lookup control you can open by… Read more »

Quick Create Form In MS CRM 2013

Today we are going to discuss Quick Create Forms which is a new feature added in MS CRM 2013. Quick create form facilitate ms crm user to create entity record quickly as name suggest, just filling key information (you can decide your key attributes that you want to put on this form). By default you will get quick form in some… Read more »

MS CRM 2013 Beta In Place Upgrade

MS CRM 2013 beta in place upgrade was a quite simple process , we are sharing our experience with in place upgrade for simple test organization. Step 1. Download MS CRM 2013 beta from Microsoft Connect Step 2. Before starting your installation you need to make sure You should have latest rollup installed for Ms CRM 2011 or at least… Read more »

Step By Step Creating Custom Workflow in Microsoft CRM – Part2

In previous post we started creating custom workflow to get lead created day and assign all lead created on Sunday to Alan, we have completed code to get lead created day, so let’s now write function to get user id for Alan and assign all lead to Alan if lead created day is Sunday. 13. Create function to get userid like… Read more »

Step By Step Creating Custom Workflow in Microsoft CRM Part 1

If you are a fresher in Microsoft CRM development and want to learn how to write custom workflow for Microsoft CRM 2011/2013/2015, then this post is for you. Let’s consider one scenario Company Xrm used to get many leads on weekend, but none of their existing sales executive wants to work on weekend, so they have recently recruited one part… Read more »