Tag Archives: CRM 2015

Re-imagined Phone & Tablet Client for Dynamics CRM Online

Introduction One of the USP of Microsoft Dynamics CRM that differentiates it from other CRM applications available in the market is BYOD – CRM Anywhere. Dynamics CRM as of today supports the following client Web Client ( All major browsers IE/Edge, Chrome, FireFox, Safari) Outlook Client – Seamless integration with Microsoft Outlook so that you… 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 »

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 you`ll think, what`s so great in this, we have been doing this since CRM… 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 »

How to Open Quick Create form in Dynamics CRM 2015 Online Update 1

You might be aware of how to open CRM entity form using javascript function that was introduced in Dynamics CRM 2013 i.e. Xrm.Utility.openEntityForm() If you are not then you can refer our blog about this feature here. We use openEntityForm function to open blank entity form or entity form with pre populated values. In CRM… Read More »

Custom Actions in Dynamics CRM 2015 Online Update 1

Recap: Back in 2013, when Microsoft introduced the concept of “Custom Actions”, we had explained this feature in this blog. With the latest update released for CRM Online versioned 7.1, this feature has further been extended. As a quick recap, Actions in processes are a way to create custom messages in CRM for an entity,… Read More »

Create or Update through a single request – Upsert in Dynamics CRM 2015 Update 1

Background: Traditionally, insert and update have always been separate requests in Dynamics CRM. The logic to identify whether a record has to be created or updated was always something the developers had to handle themselves. Once you have identified the action to perform, call the appropriate message. The API enhancements introduced in Dynamics CRM 2015… Read More »

More ways to search a record in Dynamics CRM 2015 Update 1 – Alternate Keys

  Prior to Microsoft Dynamic CRM 2015 Update 1 the only way to identify the records in CRM was the record guid. Now with the introduction of the Alternate Keys in Dynamics CRM 2015 Update 1 we can use alternate keys to uniquely identify a record in CRM in place of the primary key (GUID).… Read More »