This a common question that we used to face during CRM training sessions, while we explain what are the OOB features in Dynamics CRM, so we thought of writing a quick blog on this. If you will try to search definition “out of box feature” in Wikipedia you will get below answer An out of the box feature or functionality, particularly in software, is a feature… Read more »
With other exciting features, Microsoft Dynamics CRM 2015 also introduced new following enhancement in business rules: Set default value Support for Server Side logic Support for OR operator Support for else Setting Default Value – This is a very useful enhancement which can help us in different business scenarios for example, let’s say you have one default pricelist that you… Read more »
The most awaited feature Global search is finally here. Although there are addons available in market for global search, check this post for details, but this feature was not available OOB. Actually this feature was already released in MS CRM 2013, CRM for tablet client, but MS CRM 2015 introduced this feature for web client as well. When you will login… Read more »
If you are logged in first time in MS CRM 2013, you will see a beautiful CRM lady in navigation tour screen, this tour will help you with quick navigation tips, but even if you will select “Don’t show me this again” , she may come back again to meet you 🙂 if you will access CRM from other browser… Read more »
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 »
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 »
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 »
