Sometime you may require to retrieve duplicate detection rules using CRM SDK, this post will help you to write code to get duplicate detection rule. Let’s take an example we want to retrieve all the duplicate detection rules based on the entity name, if you will navigate to Settings-> Data Management -> Duplicate Detection Rules, you will see duplicate detection… Read more »
Do you feel it annoying to enter First Name and Last Name in lead even Existing Contact is selected already??, if yes then this post will help you to auto populate these fields as soon as Existing Contact is selected. Lead entity contains fullname which is primary field (key attribute). It is combination for First and Last name. These fields is used… Read more »
“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 »
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 »
