Category Archives: Dynamics CRM 2013

Issue with the Lookup View selected during Customizations not being honored in Tablet

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 »

Accessing Composite Controls Programmatically using Script

You might have disabled normal controls programmatically many times but while disabling Composite Controls programmatically we get stuck. We don’t know how to access the control and going through the conventional method doesn’t yield us the expected result. In that case, what should we do? How to achieve the expected result? Like this, we face many… Read More »

Extending Sharepoint 2013 and integrating with CRM 2013 IFD

As we all know, for document management, we require SharePoint to be integrated with the CRM. Therefore, if the CRM is on IFD and if we want to integrate it with SharePoint (on-premise), then we need to extend it in order to make it accessible over the internet. Below are the steps that will help us to extend SharePoint and… Read More »

Using “PreEntityImage” and “PostEntityImage” in Workflows

As we all know that we can always read Pre image and Post image in the plug-in for various purpose. However, in workflow, we may sometimes want to read Pre Image for some purpose. Now we can also read Pre Images and Post Images in the workflow using Execution Context. It uses the same Plug-in… Read More »

BIDS Development Environment for SQL Server 2012

In order to develop fetch based reports for CRM 2013 you require to have report development environment. You can do this report development on VS (Visual Studio) 2008 using BIDS for Visual Studio 2008. Else, if you have SQL server 2012 installed then you can do report development without installing “BIDS” because SQL 2012 provide… Read More »

Customize and Personalize Office 365 Portal

Every time Microsoft comes up with some new features and extension to their services and this is one of them. You can now customize and personalize your office 365 portal experience by using one of the new features provided by Microsoft called themes. You can now have your own custom themes applied to the portal… Read More »

Adding Image in Email Template or Email Activity Record

Many times we come across a situation where we have to display an image inside an email. Example: Email sender’s company logo image at the bottom of email body or advertising mailer image. Microsoft Dynamics CRM doesn’t have provision for Email or Email Template to add image into the email body. We cannot add images into… Read More »