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 »
We have ChartColorPalette property of charts to set different color palettes. If you do not want to specify custom colors for palette, at that time you can use following specified palettes. The ChartColorPalette represents the palettes to be used for the root Chart object and any Series objects. If no colors are assigned to data… Read More »
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 »
This blog post addresses the way one can add Calendar on workplace which was previously available on CRM 2011. This can also be achieved in Polaris following below steps. 1) Click on options under file menu. 2) Then select workplace tab and under workplace check Tools option as shown below 3) Once… Read More »
This is the second part of the blog post following this post. This post focuses on configuring the SharePoint site within CRM online 2011, integrating the both, uploading documents from with CRM to the SharePoint respective folder. Following are the steps for the same: 1. To Configure SharePoint, first you need to download List Component… Read More »
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 »
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 »
One can now change the URL of Dynamics CRM provisioned under Office 365. This can be done from the login portal under “Admin” section where “manage” option was not previously available. As shown in the screen below, under Microsoft Dynamics → Click on Manage & a new window will open. Here you can change your… Read More »
As you know, QueryExpression are built as an Object Model. They support all the features of FetchXML except for grouping & aggregates. FetchXML supports all the features of QueryExpression including grouping & aggregates. Queries here are built as XML statements. LINQ queries are built using standard language similar to SQL, but internally it uses QueryExpression… Read More »
A while ago, we had requirement of sending an email to the users to whom service activity is scheduled. We had created a workflow which would send an email to the resources whenever they have be scheduled in for a service activity. The workflow was supposed to be triggered on create of service activity and… Read More »