“Can we do changes on Phone Call form under Social Pane??” I have seen this question many times on Microsoft Dynamics Forum. But social pane does not allow any customization at present, so there is no way to add custom fields over phone call form in social pane. But we can always customize phone entity form, so as a workaround, we can… Read more »
If we want to access specific activity, first we need to navigate to specific module and then need to select activities sub area, for example Sales->Activities and then we can select activity view. But let’s say if your customer wants to hide all activity option and just wants to add a direct link to the activity that they are using mostly. If you… Read more »
I found one question in Microsoft Dynamics CRM Forum today, which seems like a bug in CRM 2015, because I am not able to replicate this issue in CRM 2013. This issue comes when opportunity is created as system calculated without using price list. So when we will create opportunity record and fill revenue option as ‘System Calculated’ and won’t select any price list,… Read more »
Long time back we wrote a post to get history notes using custom workflow, in this post we are providing updated version of the code supported for CRM 2011/2013/2015. Requirement: If you have requirement to send notification when new note is added to any entity record where you have notes relationship enabled, for example let’s say when any notes entered to any critical… Read more »
Requirement: Let’s say we want to validate customer selection in opportunity record and if user selected inactive record, we want to display them an error alert to select another customer. Solution: We can implement this requirement using server side or client side code, in this post we are going to provide sample code for checking account status and throw alert… Read more »
If you are a .Net developer and trying to get your hands on in Dynamics CRM 2015 development or you are new to Dynamics CRM 2015 development and looking for free Dynamics CRM technical session, join us on CSharp Corner’s Delhi Chapter on 1 Oct 2015 at 7.30 PM IST to 9 PM IST for “Getting Started with Dynamics CRM 2015 Sitemap“,… Read more »
Some time you may get requirement to use price list based on the customer selected in opportunity or order. In this post we are going to provide steps to implement this requirement. If you are new to price list I will suggest you to first go through this KB which will help you to understand price list. To implement this… Read more »
We have a demo virtual machine for CRM 2015. Today, when I tried to create new organization in our demo virtual machine, I got below strange error message saying “The specified SQL Server instance must run on 64-bit Windows Server 2008 or Windows Server 2008 R2” which does not make any sense to me. Then I tried to troubleshoot this… 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 »
