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 »
Intuit QuickBooks is one of the most popular accounting packages for the SME segment. There has always been a need to integrate Microsoft Dynamics CRM with the accounting system to avoid duplicity as well as to improve productivity and efficiency by providing the sales people using Dynamics CRM a view of the financial details of… Read More »
CRM 3.0 provided limited support for importing data from external files. We were only allowed to import data of few entities like Account, Contact, Lead etc. This feature has been greatly enhanced in version 4.0. The import tool now allows to import data into most of the entities. It also allows for Mapping of attribute… Read More »
In one of our earlier posts we had explained the Duplicate Detection Feature that is now available in Dynamics CRM 4.0. However suppose there was not Duplication detection rule setup and it resulted in you have duplicate records of Accounts in your CRM.For this CRM provides the option to Merge 2 records.This feature is available… Read More »
Execute: The execute event always gets fired when you open the views. Like from Main application view, lookup view, Advanced search view etc. (but not from associated views).While registering this event, no primary entity name is required.Input parameter: fetchxml – The fetchXML query sent.Output parameter: fetchxmlresult – The resultant records of the fetchXML query Retrieve:… Read More »
CRM 4.0 provides a facility to detect duplicate records with same attribute value. To enable the duplicate detection you have to create a duplicate rule. To create duplicate rule GoTo ->Settings->Data Management->Duplicate Detection Rule->New. Then you will get below window. In above screen shot The fields which are covered with red rectangle are as follows… Read More »
CRM supports various Deployment methods and unfortunately for the developers the method to connect to each of these differs. So here are the login functions for each of the Deployment methods supported by Dynamics CRM. On Premise CRM connection: On premise uses AD for authentication. CrmService service = new CrmService(); service.Url = “http://” + servername… Read More »
CRM 3.0 has limited event detection made available using scripting. However It is now possible to detect which user action was performed to Save the form using the event.Mode property in the OnSave event. You can gain more detailed information about the user actions in the OnSave event by referencing the event.Mode values. These values… Read More »
In course of implementation of Dynamics CRM, a number of clients have asked us to display reports designed using Sql Reporting Services (SRS) within CRM as a tab or may be as a option to the Main Menu. This helps the user to quickly check reporting. I have described a simple way to achieve this… Read More »