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 »
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 »
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 https://msdn.microsoft.com/en-us/library/gg509010.aspx first, where you can learn… Read more »
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 »
There was one question today in Microsoft Dynamics CRM Community Forum, where user was looking for the information about what is the use of Entity input parameter in Actions, so thought of writing a post, so that it can help others. About Actions: Microsoft Dynamics CRM actions allows us to define our own custom events/messages, similar to existing standard events like Create,update,delete. Actions… Read more »
Another useful feature that is introduced in Dynamics CRM 2015 update 1 is, support for upsert operation. Upsert allows us to create or update record in CRM in single call, so we don’t need to bother if there is any existing record with the same keys or combination of other fields. This is specially useful in case of integration, when… Read more »
If you have worked on integrating CRM with another system like ERP, you might have maintained different keys for your ERP records for the synchronization purpose. But now you don’t need to do that any more !! Microsoft Dynamics CRM 2015 Update 1 introduced new feature which allows us to assign alternate unique keys to entity which can help us to… Read more »
Microsoft Dynamics CRM 2015 Update 1 released some new features that will be very help for developers. In this post we will discuss new improvement in Update method. In earlier version we had different request for the special operations for example AssignRequest for changing owner once record is created, SetStateRequest to change the status of entity record. But now with… Read more »
