To map custom attributes of Opportunity Product to Quote Product, Quote product to Order Product and Order product to Invoice product CRM does not provide direct access to the “Mapping” page. To get the mapping page, you need to follow below steps. Below are the steps to set the mapping of Order product and Invoice… Read More: Add mapping for custom attribute of Order product to Invoice… »
We would like to share one of our experiences with SSRS reports. One of the reports we were building required displaying of notes that could hold more than 2000 characters. Including a text box worked fine for most of the records but we observed that the ones that had more than 2000 characters… Read More: Display more than 2000 characters in SSRS report »
As we all know that the there is no separate entity for the attachments in Dynamics CRM 2011. We can add the attachments into the Note (annotation) entity. But in order to import Notes and attachments in the CRM 2011, it is essential that you must have the separate files for them. For… Read More: Import attachments using OOB Import Wizard in Dynamics CRM 2011 »
We created a SSRS on-premise report using CRMFiltered parameter and the report was working fine except for the case when we ran this report on more than 25 records. In that case the report was crashing. When we used Diagnostic Tool then we found the below error. The error was that it was concatenating the… Read More: Report not running on more than 25 records »
Update Rollup 11 for Dynamics CRM 2011 is now available for download from http://www.microsoft.com/en-us/download/details.aspx?id=34969This update includes compatibility with Windows 8 and IE10 besides other fixes. A complete list of this can be found at http://support.microsoft.com/kb/2739504In addition to this, a few days back new bits for UR10 were made available. These included fix for issues reported from the… Read More: Update Rollup 11 now available! »
New to Dynamics CRM or already using Dynamics CRM? But do you do CRM the way it should be? Learn to CRM from the experts. Roughly around 20 CRM MVP’s (I was not one of them) have got together and come out with a collaborative offering called CRMFieldGuide. To say the least.. Its simple and powerful. CRM… Read More: How to Dynamics CRM »
Many a times there had been requirements to format the CRM phone number in the SSRS report in following format. We tried to achieve this by creating 12 text boxes and in each textbox we applied the below logic in the expression. = IIF(Fields!telephone1.Value.toString().Length>=1, GetChar(Fields!telephone1.Value.toString(),1), “”) It works successfully when the length of phone number is equal to… Read More: Phone Formating in SSRS report »
Further to one of our previous blog spot We can write scripts on bulk edit form to check that the entered field value is unique for the selected group of records. If the value is duplicate then the user should get an alert and the bulk edit form should be closed. To achieve this, we… Read More: How to get all the selected records id for the… »
We have noticed this with the Online and IFD environment, that, if you are using “CRM 2011 Outlook Client” and try to open any web resource like html file and Silverlight application (.xap file) or any entity record using window.Open() or Response.Redirect() then you get prompt for user name and password. Window.Open() methods opens the CRM record in the… Read More: Outlook Authentication issue fixed in Rollup 8 »
The Q2 Service Update plans have been revised. As per the road map made available earlier this year, Q2 Service update was all about “CRM Anywhere“. It planned to include Cross Browser availability and Mobility that would let Dynamics CRM be accessible “anywhere” be it any browser or any device. However in the recent Press… Read More: R8 aka Q2 2012 Service Update Plans revised »