Its always recommended that we use the user roles already provided by CRM and edit them as per our needs. Well instead of taking the easy way out, we decided to go ahead and create a new Role from the scratch and there were times I thought, easy way out was a better option 🙂… Read More »
We had once given an option to one of our customers to perform an action using on-demand workflow. We provided them with the steps to run the workflow from the “Run Workflow…” button that is added to the entity in case and entity has on-demand workflows published against them. The customer however wanted that we… Read More »
Sometimes when one of the users is no longer associated with the company or if the responsibilities of a user is changed, there is a need to re-assign all records of this user to another user. Steps to re-assign records: 1. Open the User Form of the user whose records need to be re-assigned. 2.… Read More »
With CRM 4.0 and IFD getting popular by the day. We have had to work on the Login function for CRM to support IFD install. In case of IFD the authentication type is changed to Forms Authentication where you are presented with a Sign-in page for login. Further to our post on Login for various… Read More »
Recently we came across a situation where we had to logon to a windows server remotely and yet open it in console mode. This means that we needed to be identified as being locally logged on instead of being treated as a remote desktop user. We found that remote desktop command has various commandline arguments… Read More »
It is often that have you come across when you wanted to delete records from CRM in bulk. The only option you have to delete multiple records in CRM is by selecting all records available in one page of a view and then hit delete. A view can have at max 250 records displayed. So… Read More »
If you make an SRS report that uses Data table and has sub-reports included, you will see the below error when the report is exported to Excel. Export to PDF format works just fine but when you export to Excel the excel file will not show the details included in the sub-report. Instead the sub-report… Read More »
A Marketing list in CRM, can be a collection accounts or contacts or leads. Retrieving the members of a marketing list is not as as simple. We just realized that the list member entity only stores the link to the entity and Retrieve method is not supported by this entity. Hence to retrieve the list… Read More »
There have been often times when the customers (familiar with Excel Freeze Options) have asked for the same functionality on ASP .NET forms. There is no direct property that would allow users to either fix the header or the column. The html concept of was hard to find with GridView control. We found a solution… Read More »
Apart from the various improvisations of Plugin over Callouts, is the ability to share data between events of an entity. This option was not available when working with Callouts in CRM 3.0. The workaround we used then was to create an attribute and store the information in an attribute in the Pre Create event. In… Read More »