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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
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 »
