Recently we came across a situation. We had a workflow in which we used a field which had field level security enabled on it. There was a custom field called “Credit Amount” that existed on the Account and had a field security enabled on it. The workflow in which we were using this field checked… Read More »
We had a requirement where in we were supposed to show a Filtered Custom Lookup on form load. By Filtered Custom Lookup, it meant that we were supposed to create a Lookup dialog similar to CRM Filtered lookup (Filtered Lookup value changes on the basis of other Lookup on which it is dependent) dialog. The… Read More »
Introduction A lot of times when we are developing plug-ins and workflows, we are in need of adding multiple assemblies (.dll) into our main solution. The current scenario that we experienced is that we used itextsharp.dll assembly to edit the PDF Forms from within our plug-in and for that we have to merge the itextsharp.dll with our plug-in… Read More »
Introduction CRM 2015 is here. It has been live on servers since December 1st this year. All new trials for CRM Online that you spin now are being made available in CRM 2015. During the earlier upgrades of CRM Online organization, the users had little control over planning the upgrade, however over the last few… Read More »
If there are multiple users, business units and teams in any CRM system, then it is not necessary that every user has maximum rights/ privileges/ roles. There are situations where a minimum permission user should be able to create an entity record for which individually it does not have rights but his/ her team has… Read More »
It’s always a great pleasure for us to innovate and discover something which is very new but can be used at a large extent. This article is also based on a very interesting topic which can be used in SSRS reports to enhance the quality and overview of the reports and i.e. “Indicators”. Indicators are… Read More »
Fetch XML, the easiest way to write complex queries to retrieve data by joining multiple entities. Though being the easiest, we were still stuck at a point where we didn’t know what to do. We were getting Invalid XML error. For quite some time we were wondering what could have caused this. Below is our… Read More »
Introduction: It was one feature that other competing CRM systems had for a while and has been an “ask” of many for many years now. Calculated field means a field that has its value calculated automatically based on the formula provided. Till date, this used to be achieved through scripting or may be a plugin… Read More »
As you may be aware, Microsoft has come up with Business process flow feature in CRM 2013 which provides assistance to users in CRM using stages to be followed in order to complete the whole process. Earlier Limitations: Strictly Linear Process: Business processes are designed to work only in linear manner, no branching is allowed.… Read More »
Issue: Usually when placing a lookup field on the form, we also select the view based on which the records should be displayed in the lookup window. The same behavior is expected for the Tablet application as well. But we came across a scenario where the lookup displayed all records irrespective of the view selected… Read More »