Category Archives: Dynamics CRM 2015 Update 1

How to Transfer Huge Data from SQL to Dynamics CRM?

Sometimes we come across a situation where there are millions of records that need to be transferred from SQL to Dynamics CRM. When we use SSIS to migrate such data there are several methods in it through which we can achieve this. But migrating so many records is not easy when it comes for speeding… Read More »

Retrieve Updated Dynamics CRM Rollup Attribute Value in Plug-in/Workflow

Introduction: Rollup Feature is one of the interesting feature and we have already discussed about how we can make use of rollup attributes of CRM to ease our calculations in our previous blog. Retrieving rollup attribute values is not same as we do for the other attributes. Rollup attributes are used to minimize our efforts… Read More »

Optimistic Concurrency Control from Dynamics CRM 2015 Update 1

What is the need of Concurrency Control? Systems such as Dynamics CRM are used by multiple users. When two or more CRM users need to update a same record at the same instance, then the changes made by the last user will be saved. There is no such concurrency control mechanism to stop users from… Read More »

Identify the trigger for an On-load event for Sub-grid in Dynamics CRM

Introduction: With CRM 2015 SP1, the Client API was extended to allow attaching events to sub-grid to manage the sub-grid data/operations. The OnLoad event however executes on all of the following operations Load of parent form. Save of parent form. Add a new record in sub-grid Remove a record from sub-grid Navigating to prev/next page… Read More »

API functions to control Subgrid behavior starting Dynamics CRM 2015 Update 1

Introduction: Prior to CRM2015 update 1 the only available function for interacting with the subgrids on the form was refresh(). This function is used to refresh the sub-grid records. With the release of CRM 2015 update 1, more functions were introduced to interact with the sub-grid using JavaScript. Function list: 1. addOnLoad 2. removeOnLoad Use… Read More »

Customizing the IFD Sign-in Pages for Dynamics CRM

Introduction: An on-premise deployment of Dynamics CRM can only be accessed from within the intranet. If you would like to provide access to your on-premise Dynamics CRM to your team from outside the corporate network, you need to make this available externally over the internet. To do this, you need to configure IFD (Internet Facing… Read More »

Full-Text Search in SharePoint files from Dynamics CRM

Introduction Dynamics CRM provides native integration to SharePoint so that SharePoint can be used as the file storage platform and utilize the rich document management features of SharePoint. SharePoint Integration Once Document Management is enabled for an entity in CRM, you can see the following tab available in the Dynamics CRM entity forms. Through this tab… Read More »

Price List selection logic available starting Dynamics CRM 2015 Update 1

Introduction Traditionally Price List in any of the transactions like Opportunities, Quote, Orders or Invoices was set by reading it from Customer. If there was no price list set for the customer, it would be left blank and the user would be required to set it manually. Price List is critical and needs to be… Read More »

Set Address using Lookup Address for locked Address fields in Dynamics CRM

Recently, we had a request, the request is like this, Bill-To address and Ship-To address on the Quote would be locked fields. This means, one way of setting the Bill-To and Ship-To is by using Lookup Address button. So, initially we thought it would be a Cakewalk. We wrote a script and called it on… Read More »

Sending Marketing Newsletter From Dynamics CRM

If you want to send marketing newsletter(or any content that has HTML content) to all your Leads/Accounts/Contacts by using Quick Campaign by Email using Email template then you can select the accounts/leads/contacts for which you want to send the newsletter and create quick campaign as shown below. In case you want to send newsletter to specific… Read More »

Automatic record creation or update rules in Dynamics CRM 2015 SP1

Microsoft always believes in making life of people simpler using their product. This is what happens with every update of Dynamics CRM. There was one feature introduced in CRM 2013 to ease the life of CRM users and that feature was Automatic case record creation through email and social monitoring. This was indeed a very… Read More »

Updating Date Values of Existing Records after modifying the Date/Time Behaviour in Dynamics CRM Online Update 1

Introduction In one of our earlier posts found here we had explained how the new date/time behaviour can be used to record date/times in the format that you require, instead of having it store the values in UTC all the time. So you can now go and modify the behaviour of an existing date/time field… Read More »

Tips for working with Business Rules in Dynamics CRM 2015 Online

Introduction Microsoft Dynamics CRM introduced Business Rules in CRM 2013 which provides custom business logic. You can read more about how to use Business Rules from one of our earlier blogs found here In this blog we are going to show new abilities added in Business Rules for Dynamics CRM Update 1 as well as… Read More »

Support to open an Entity form in a new Window in Dynamics CRM 2015 SP1

Introduction: Every CRM update comes with a lot of goodies for both the developers and the end users, so Dynamics CRM 2015 SP1 was not different. One of such feature is opening a record in a new window. While most of youll think, whats so great in this, we have been doing this since CRM… Read More »

Converting Date/Time based on user timezone in SSRS reports for Dynamics CRM Online

Converting Date/Time values according to a timezone is quite easy in languages like javascript, C#, etc. but achieving this in SSRS reports is a challenging task. For CRM online we can achieve this using CRM parameter in SSRS reports. We have covered a work around to achieve this functionality in SSRS reports for CRM online.… Read More »

Accessing related entities fields in Calculated Fields formulas in Microsoft Dynamics CRM 2015

Introduction: In our recent blog post about calculated fields we have covered about calculated fields support extended for Date/Time data types in Dynamics CRM 2015 Online Update 1. You can read this blog here. In this blog we will focus on accessing related entities fields in calculated fields formulas. In Calculated fields, you can define… Read More »

Calculated fields support extended for Date/Time data types in Dynamics CRM 2015

Introduction: Calculated fields was first introduced in Dynamics CRM 2015 and it further improved upon the ability to provide codeless solutions to power users to configure. You can learn more about its features from our earlier blog here. It provided support for most CRM data types however the calculations and formulae supported for Date/Time fields… Read More »

Hierarchy Support in Dynamics CRM 2015 SDK

Introduction Hierarchies were introduced in Dynamics CRM 2015.  Hierarchy provided a way for visualizing relation between records and identify where the records reside in parent child relationship. As in example below shows where “Test Account02” situated in hierarchy tree. SDK Support To support the ability to retrieve records based on Hierarchy, the SDK was enhanced… Read More »

Manage Entitlement terms behavior with Dynamics CRM Online Update 1

Introduction: Entitlements were introduced in CRM 2013 Spring Release. These are an enhancement to the concept of Contracts that has been in Dynamics CRM since its initial release. You can read more about entitlements from one our earlier blogs found here. You could define the entitlement terms that a customer is entitled to. The entitlements… Read More »