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 »

Scheduling multiple appointments for the same time and same person

Introduction Often you would come across scenarios where you would want to schedule more than one appointment for a user for the same time. In Microsoft Dynamics CRM, if you try to do this most often you would come across the following warning. Being a warning you can always click on continue and go ahead… Read More »

ExecuteMultiple & Workflow or Plugin Assemblies

Introduction: ExecuteMultipleRequest – Message that allows you to club multiple CRM operations and execute them at one go without having to send each of these as separate requests. The ExecuteMultiple provides you with the option to indicate whether you want to continue processing the remaining requests if one of them fails or to stop processing. But… 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 »

Passing special characters For Odata request using JavaScript in Dynamics CRM 2015

To retrieve records from Dynamics CRM using JavaScript one of the popular options is using CRM Odata services using REST endpoint. There are many situations occurs when we need to retrieve records from CRM by name using REST retrieve multiple request. For example in below script we are retrieving products by product name. While passing… 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 »

Dynamics CRM 2015 – Top 5 Developers Delights

Microsoft Dynamics CRM 2015 Update 1 has come up with lots of new and exciting features. No doubt these features have been applauded by end users. From a developer point of view too this release has been a great blockbuster. Let’s see a quick recap of top 5 developer delights of Dynamics CRM 2015 Update… Read More »

Apply Custom Filter on Lookup Field in Dynamics CRM using Script

Introduction In this blog we are going to see how to apply custom filter to the lookup field using the JavaScript functions. In Microsoft Dynamics CRM we can filter a lookup field on form using the Fetch XML condition and “addPreSearch()“ method. Example On the Contact Entity there is a lookup field named “Account Name”… Read More »

New Localizable Attributes in Dynamics CRM 2015

As we all know if we want to change the CRM label text as per the user language preference we can use the Export/Import translation process. But when we want to change the Attribute value as per the user language preference, it is not possible because entered value cannot be changed if user changes the… Read More »

Adding Custom Button on Security area in Dynamics CRM 2015

In Microsoft Dynamics CRM 2015 Security area is introduced which contains entities such as Users, Security Roles and Teams which were present in Administration area in previous versions of Microsoft Dynamics CRM. In this blog we are going to show how we can add Custom Buttons on Application Ribbon of Security area through Ribbon Workbench.… 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 »

Applying Scripts on Business Process Flow controls in Dynamics CRM 2015

Introduction Anyone who would have tried using the api functions available to access the controls on the Business Process Flow to hide/lock in CRM 2013 would know that the function only worked if the control was on the current active stage on the form. Suppose you had 2 stages Develop and Propose and you had… Read More »