Category Archives: Dynamics CRM 2013

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 »

Effortlessly Export Dynamics CRM/365 Reports to PDF, Word or Excel!

Business reports compiled from Microsoft Dynamics 365 data can be a powerful tool for Organizations to evaluate performance and strategize short-term and long-term goals. While reports can be remarkably useful for the organization, employees often spend a considerable amount of time preparing these reports. This is a concern for many organization as it is not… 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 »

Sales Literature in Dynamics CRM

Sales literature stores all the sales information which is used for sales team like brochures, promotional materials and other sales literature materials. Creating Sales Literature- So now we will see how to create and use sales literature in sales process. To create sales literature in Dynamics CRM Go to – Sales → Sales Literature àNew Enter… Read More »

Programmatically create folders and upload files in SharePoint Server 2013 through Plug-in/Workflow

Introduction: Dynamics CRM has native integration with Sharepoint so that Sharepoint can be used as the document management tool for Microsoft Dynamics CRM. The Document management integration however is restricted to associating Dynamics CRM Records to Sharepoint folders and displaying them from within Dynamics CRM. All files need to be uploaded manually by the user… Read More »

Exporting Data from Dynamics CRM using SSIS

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 »

Apply Custom Filter on Lookup Field in Dynamics CRM using Script

Introduction: In this blog, we are going to see how to apply a custom filter to the lookup field using the JavaScript functions. Microsoft Dynamics CRM allows us to filter a lookup field on the form using the Fetch XML condition and “addPreSearch()“ method. Example: On the Contact Entity, there is a lookup field named… Read More »

Sending Marketing Newsletter From Dynamics CRM

If you want to send marketing newsletter(or any content that has HTML content) to all your Leads/Accounts/Contacts by using Quick Campaign by Email using Email template then you can select the accounts/leads/contacts for which you want to send the newsletter and create quick campaign as shown below. In case you want to send newsletter to specific… Read More »