Creating html web resource to show image attached in Notes Part 2

In our previous post we explained how we can get image from notes using OData endpoints, in this post we are going to explain how we can create html web resource and use our java script method to get and display image. We need to implement two steps:   Create html page   Deploy html page and SDK.REST.js using web resource Create html page Create… Read more »

Creating html web resource to show image attached in Notes Part 1

Microsoft Dynamics CRM 2013 introduced new entity image feature, so we can have one image attribute and can use that to store entity image. But we can have only one image attribute per entity. So in this article we are going to demonstrate how we can build an image slider using the java script. Microsoft Dynamics CRM store all the… Read more »

What is OOB feature?

This a common question that we used to face during CRM training sessions, while we explain what are the OOB features in Dynamics CRM, so we thought of writing a quick blog on this. If you will try to search definition “out of box feature” in Wikipedia you will get below answer An out of the box feature or functionality, particularly in software, is a feature… Read more »

Business Rules Enhancement in MS CRM 2015

With other exciting features, Microsoft Dynamics CRM 2015 also introduced new following enhancement in business rules: Set default value Support for Server Side logic Support for OR operator Support for else Setting Default Value – This is a very useful enhancement which can help us in different business scenarios for example, let’s say you have one default pricelist that you… Read more »

Global Search is finally here in MS CRM 2015

The most awaited feature Global search is finally here. Although there are addons available in market for global search, check this post for details, but this feature was not available OOB. Actually this feature was already released in MS CRM 2013, CRM for tablet client, but MS CRM 2015 introduced this feature for web client as well. When you will login… Read more »

Turning off navigation tour in MS CRM 2015

If you are logged in first time in MS CRM 2013, you will see a beautiful CRM lady in navigation tour screen, this tour will help you with quick navigation tips, but even if you will select “Don’t show me this again” , she may come back again to meet you 🙂 if you will access CRM from other browser… Read more »

Using Routing Rule Set in Microsoft Dynamics CRM 2013

Microsoft Dynamics CRM 2013 SP1 and Microsoft Dynamics CRM Online Spring ’14 introduced a new feature that allows us to define case routing rules. We can set up different queues based on different business scenarios and then define case routing rules to route cases to these queues (Note: we can have only one routing rule set active at a time)…. Read more »

Capture old value before change in Microsoft Dynamics CRM 2013 using Real Time Workflow

While working on opportunity, we want to monitor closely all the changes happening in opportunity, for example when Probability value has changed, when opportunity rating is changed etc, maybe we also want to notify the sales manager about these changes with details. Let’s use an example of Opportunity rating, OOB opportunity rating field contains three options: Hot Warm Cold We can… Read more »