Rearrange Existing Command/Ribbon Buttons in Microsoft Dynamics CRM

Did you ever get requirement to rearrange existing buttons, there was one question today in Microsoft Dynamics CRM Community Forum where user wanted to rearrange existing buttons so thought of writing a quick post so that it can help others. Requirement :Rearrange existing command or ribbon button for entity in CRM, Let’s say we want to rearrange buttons on Activities, so… Read more »

Using Actions in Microsoft Dynamics CRM 2015

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 »

Using Upsert in Microsoft Dynamics CRM 2015 Update 1

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 »

Using Alternate key to update entity record- Microsoft Dynamics CRM 2015 Update 1

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 »

Improved update method –Microsoft Dynamics CRM 2015 Update 1

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 »

Deleting Microsoft Dynamics CRM 2013 Organization from SQL

Requirement: Delete Microsoft Dynamics CRM Organization Solution: We can follow below steps to delete Dynamics CRM Organization from DB. Connect to CRM DB server and right click on CRM organization DB (for example DEMO_MSCRM) Select Delete and make sure to select Close existing connections This will delete organization DB , but we also need to remove Organization references from MSCRM_CONFIG… Read more »

Removing Stored Credentials for Microsoft Dynamics CRM SDK Samples

If you want to remove credentials stored in configuration file for Microsoft Dynamics CRM SDK sample then this post is going to help you to implement that. Requirement: Remove stored credentials from configuration file. Solution: When you will try to run Microsoft Dynamics CRM SDK sample code first time it will ask you for credentials details like below (we are… Read more »

Overriding out of box command button behavior – Step by Step

Did you get a requirement to override a system ribbon or command button?? If yes then this blog post going to help you to implement your requirement. Requirement: Let’s say we have requirement to prompt user before saving the record and based on select we need to save or cancel save operation. Solution: We can create a custom button to… Read more »

Calling Java Script on click of command button MS CRM 2015 – Step by Step

In this blog we will provide step by step process to call your java script function from command button. We are using RibbonWorkbench editor to create command button. You can download RibbonWorkbench tool from here and import it your crm organization by navigating Settings->Solutions->Import. Let’s first add our demo java script function, use following steps: Create a solution by navigating Settings->Solutions->New and using following… Read more »

Fixing “Description name must be specified Parameter name: description” Error

We may get this error while deploying workflow assembly using Developers toolkit if we missed to fill description field while adding new Workflow Activity Class. We can fix this error using following steps: Navigate to workflow project properties (Right Click on workflow project ->Select Properties) Select Application tab and click on Assembly Information button Fill information under Description field Build try… Read more »