Adding View Shortcut in SiteMap

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 »

Fill more color to CRM Web Application

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 »

Microsoft Dynamics CRM 2015 Application Design Book

Recently our second book on Dynamics CRM 2015 got released. This is a practical guide to learn CRM 2015, If you are new to Microsoft CRM Development or want to explore CRM 2015 new features, Microsoft Dynamics CRM 2015 Application Design will help you in that. This book have below 8 Chapters, which starts from basic topics and moves to advance topics… Read more »

Three pillars of Getting Started with Microsoft Dynamics CRM

Very common question that we face in Microsoft Dynamics CRM community forums, “How to get started with Dynamics CRM?” Personally I feel that Microsoft Dynamics CRM is always a very hot topics in .Net developers and it totally make sense because after putting little more efforts you can add a new skill to your resume and can increase your career… Read more »

Image Gallery Utility for Dynamics CRM

In our earlier article we have demonstrated how we can fetch images attached to notes, working on the same requirement we have enhanced our examples to develop an image gallery utility to see all the images attached to notes. Here is the complete code for this utility: You can download complete utility from GitHub Following are the steps to use… Read more »

“Action Microsoft.Crm.Setup.Server.RegisterVssWriterServiceAction failed”- Quick Tip

We were installing CRM 2015 in one of the virtual machine and got CRM setup failed error dialog with Retry and Cancel button. The first thing came in our mind to check setup log files, so when we checked crmserversetup.log file under C:\Users\Administrator\AppData\Roaming\Microsoft\MSCRM\Logs , we found below error details:  Error| System.Exception: Action Microsoft.Crm.Setup.Server.RegisterVssWriterServiceAction failed. —> System.ComponentModel.Win32Exception: Unable to change the Service description. at Microsoft.Crm.ServiceControlManager.InstallNativeService(String… Read more »

Retrieve Duplicate Detection Rules using CRM SDK

Sometime you may require to retrieve duplicate detection rules using CRM SDK, this post will help you to write code to get duplicate detection rule. Let’s take an example we want to retrieve all the duplicate detection rules based on the entity name, if you will navigate to Settings-> Data Management -> Duplicate Detection Rules, you will see duplicate detection… Read more »

Setting Lead name based on Existing Customer

Do you feel it annoying to enter First Name and Last Name in lead even Existing Contact is selected already??, if yes then this post will help you to auto populate these fields as soon as Existing Contact is selected. Lead entity contains fullname which is primary field (key attribute). It is combination for First and Last name. These fields is used… Read more »