There are so many features of SSRS reports which are very less used but they can play a vital role in our report performance and productivity. One such feature of SSRS reports is LookupSet. SSRS Definition: As per SSRS documentation a LookupSet may be defined as: Use LookupSet to retrieve a set of values from… Read More »
Well, the news is finally out. The much awaited version that was to be released in fall timeframe this year would be christened “Dynamics CRM 2016” (Read everything about 2016 here) This version as announced, would be an On-Prem as well as Online release. The On-Prem customers would get the much awaited features released as… Read More »
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 »
Recently we published a compilation of links for “Microsoft Dynamics CRM E-Training”. After this, one of the common areas which we see users need is a place for support. Microsoft does have quite a bit of support options but there are times when you as an individual would like to explore or get quick replies… Read More »
Traditionally we use the following way to lock or unlock the fields programmatically, Xrm.Page.getControl(fieldname).setDisabled(true/false); But there could be some cases where we would need to lock/unlock the composite fields programmatically. For example, consider the following scenario, Suppose that we are populating the Bill To address on Quote as the address of the customer selected on… Read More »
Introduction: We have often had sync requests projects where we need to write data from CRM to flat files. Our option until now had been to either Develop a Windows service, that polls at regular intervals to writes the file Develop a Windows app and using the windows task scheduler to schedule to run at… Read More »
CRM is not just about Customer Management anymore it’s now a business management solution integrating all areas of your business. Its no longer on desktop alone it needs anywhere access, any device access, it needs data from all areas at one place. Today we will look beyond CRM, we will visit your accountants’ desk using… Read More »
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 »
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 »
Marketing campaigns are often targeted towards contacts or leads that are within a certain radius from the target location. To give an example you have been asked to distribute coupon codes to your contacts for a new store that you are opening closer to their location. Using OOB Advanced Find tool of Dynamics CRM, you… Read More »