Step By Step running On-demand workflow for all active records

Mahender   January 30, 2014   4 Comments on Step By Step running On-demand workflow for all active records

Did you get a requirement to run your workflow for all active records ? if yes then this post going to help you to implement the same. OOB in MS CRM web client we can run our on-demand workflow only for 250 records, but there are some workaround to overcome this limitation, for example we could use MS CRM Outlook… Read more »

Sending Email with entity attachment from Notes

Mahender   January 20, 2014   9 Comments on Sending Email with entity attachment from Notes

If you are looking for sending email with an entity record attachment from Notes then this article is going to help you to implement this requirement. We will explain here how to send email using a workflow with an attachment from Notes regarding an entity. Let’s consider a business scenario where we have implemented a customer approval process and as… Read more »

Step by Step creating Quick Entity View in MS CRM 2011

Mahender   December 30, 2013   2 Comments on Step by Step creating Quick Entity View in MS CRM 2011

During one of our projects we got a requirement to show related entity fields, based on the lookup selection, just like the Quick Entity View feature that we have in Microsoft CRM 2013, so I thought of replicating that for Microsoft CRM 2011. In this article I am sharing code and how to do that so that it can help… Read more »

South East Asia MVPs Community Day 2013

Mahender   November 8, 2013   No Comments on South East Asia MVPs Community Day 2013

South East Asia MVP Community is celebrating MVP Community Day on this Saturday, where MVPs from Asia community doing different events like Webcasts and On-line Chat related to their respective technology. I am doing online chat and a webcast on “What is new in MS CRM 2013” with my fellow MVP Roohi Shaikh. You can register here for this event:… Read more »

Apply Field Validations without writing Java Script in MS CRM 2013 – Part 2

Mahender   November 1, 2013   No Comments on Apply Field Validations without writing Java Script in MS CRM 2013 – Part 2

In our last post we discussed business rules and in this post we are going to show how we can create business rule in MS CRM 2013. To create business rule navigating to entity customization. Let’s take a very simple example we want to validate if Relationship type is selected a “Consultant” we need to make industry field business required… Read more »

Apply Field Validations without writing Java Script in MS CRM 2013 !!!

Mahender   October 31, 2013   3 Comments on Apply Field Validations without writing Java Script in MS CRM 2013 !!!

In Microsoft Development Forums many times we found posts where new CRM users are asking for help to write JavaScript validation specially if they are not developers, so I hope they will be happy with “Business Rule”, another great feature that is introduced in MS CRM 2013. Business rules helps CRM user to design most frequently used data validations from… Read more »

Accessing custom aspx page from MS CRM 2011 and passing EntityID

Mahender   October 23, 2013   1 Comment on Accessing custom aspx page from MS CRM 2011 and passing EntityID

Recently we got one request to show custom website page in CRM from left navigation in MS CRM 2011 based on the entity id. I am going to share the process so that it can help someone. In our scenario we need to: Create left navigation link for custom web page hosted on intranet website. Pass current entity id to… Read more »

Using Quick View Form in MS CRM 2013

Mahender   October 7, 2013   4 Comments on Using Quick View Form in MS CRM 2013

Today we are going to discuss another new form added in MS CRM 2013 called “Quick View Forms”. This form was initially introduced in Microsoft Dynamics CRM Online Fall 13 Service Update. Quick view forms are associated with lookup control, for example if you want to see the details of the record filled in lookup control you can open by… Read more »