Category Archives: Dynamics CRM 2016 Update 1

Execute the Global Action Using Web API in Dynamics CRM

Introduction: We have already discussed how to perform entity specific custom action using Web API in one of our earlier blog. But when we want an action to be performed on multiple entities, we need to create a global action. Create global action:- Go to Settings → Processes → Click New then select category as “Action” and entity… Read More »

Different Areas in Dynamics CRM Where Users Can Access External Pages

Introduction There could be different scenarios where client may want to view, access, or pass data to external pages from within Dynamics CRM. External pages refer to the pages that are not part of Dynamics CRM. It can be defined as pages that you can access via an internet (with an extension like .aspx, .html,… Read More »

Set Email Signature using Workflow in Dynamics CRM 2016 Update 1

Introduction: Email signature is an integral part of every email that we exchange. It adds a professional touch to our Emails. Microsoft Dynamics CRM 2016 Update 1 introduced Email Signature as an out of the box entity.  So that user can save time and be consistent in response. Previously, to add signatures in their emails user… Read More »

Set Up ADX Studio Portals for Dynamics CRM

The following instructions will help you to set up Adxstudio Portal websites for your Dynamics CRM. You would require ADX Studio setup before getting started with configuring ADX Portal for your Dynamics CRM. ADX Studio Setup is available for download on below link: https://community.adxstudio.com/products/adxstudio-portals/releases/adxstudio-portals-7/download After downloading and installing ADX Studio setup. Go to the installed… 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 »