Category Archives: Dynamics CRM 2011

Working with Report Pre-Filtering for related entities using Fetch XML

Introduction: Pre-filtering is one of the most important and useful features of reports in Microsoft Dynamics CRM. Pre-filtering allows filtering of the report data using the Advance Find functionality and enables users to create context-sensitive reports and return more relevant data. Pre-filtering passes the set of selected record or a specific record (such as Quote)… Read More »

Error Upgrading CRM 2011 On-Premises to CRM 2013 On-Premises

We were upgrading Dynamics CRM 2011 On-Premises to CRM 2013 On-Premises. As every CRM developer would be aware that CRM upgrades are never a smooth sailing ride. We stumbled upon an error while importing organization in Deployment Manager. The error we came across was, Violation of UNIQUE KEY constraint ‘UQ_LocalizedLabelCheck’. Cannot insert duplicate key in… Read More »

Converting Date/Time based on user timezone in SSRS reports for Dynamics CRM Online

Converting Date/Time values according to a timezone is quite easy in languages like javascript, C#, etc. but achieving this in SSRS reports is a challenging task. For CRM online we can achieve this using CRM parameter in SSRS reports. We have covered a work around to achieve this functionality in SSRS reports for CRM online.… Read More »

How to pass Object or collection of Objects to a web resource in CRM 2011

In Dynamics CRM if we want to pass data to a web resource, then we use Xrm.Utility.openWebResourcefunction and pass as second parameter. But in this case we can’t pass Object or Array as parameter.  So to solve this problem one can use JSON. Using JSON we can convert Object or Collection of Object (Array) in… Read More »

Check attribute type/formats in CRM 2011 javascript.

Now we can check the attribute formats in CRM java script. To do this you just need to use the function “getFormat”. This function returns a string value that represents formatting options for the attribute. You can refer the below code to check the format of different types of attributes. functionGetFormatOfAttributes() {     var attributeFormat;… Read More »

How to convert the DateTime in Local and UTC Date Time format

While working with the plug-ins or with Custom Workflows Assemblies, we get the Datetime from CRM which doesn’t match with user’s Local DateTime format. As we get the date from the CRM in UTC Format so we can convert it to User’s Local DateTime using LocalTimeFromUtcTimeRequest Request. To get the Current logged in user’s Local… Read More »

More to maximizing real estate entity forms

In extension to one of our previous blog, this blog would add more to maximize the real estate on entity forms as well. If you want to hide the left navigation pane from any of entity form as shown in below screenshot follow below mentioned steps: 1. Click the Form Properties of respective entity form… Read More »

Looking for more real estate on Dynamics CRM page

This articles shows various ways in which you can increase the space on Microsoft Dynamics CRM home page.  Hide the Get Started Pane from the home page We always see Get started pane above each view as shown below. If user wishes to disable/hide this pane by default then it can be done, follow below… Read More »

Show different Header/Footer on different pages of SSRS report

Sometimes, there are requirements to show different Header/ Footer on different pages of the report. Like say, on the first page, header/ footer of report should be some text and on the second page it should be some different text. Please refer below screenshots. First Page Footer Second Page Footer This can be achieved using the… Read More »