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 »
We recently encountered this error, while working on an existing CRM 2011 custom workflow to make it ready for CRM 2016 online. First we tested this workflow on CRM 2016 non-sandbox mode and it was working fine. But when we tried to deploy this workflow on sandbox mode we started getting following error: “System.Runtime.Serialization.SerializationException: Microsoft Dynamics CRM has experienced an… Read more »
We have different option to enter customer related data into CRM, we can enter it manually or can have some automation to feed data into CRM. Dynamics CRM also has an out of the box data import utility which we can use to feed data into Dynamics CRM using different formats like –xml, csv, txt, xlsx and zip. To feed… 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 this article we are going to provide sample code for impersonating user using Web API in Dynamics CRM 2016. Impersonation is a process where user A can execute some business logic on behalf of user B. To use impersonation both user should have privilege to perform the action. For example if user A wants to impersonate user B while… Read more »
Recently Microsoft published one excellent portal to showcase Dynamics CRM roadmap, this is very useful portal for every type of CRM users. If you are CRM developers you will get to know what are the fixes and new enhancement you will be getting very soon which can help you in your development. This is specially very helpful if you are an… 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 »
