Geocode Records in Microsoft Dynamics CRM

In the previous article, we saw how you can configure Maplytics Default values in your MS Dynamics CRM. In this article, we will cover geocoding Dynamics CRM data with Bing Maps. Geocoding refers to getting the latitude and longitude i.e the geographic coordinates of your address. Geo-coordinates help in plotting the addresses accurately on the… Read More »

Scheduling multiple appointments for the same time and same person

Introduction Often you would come across scenarios where you would want to schedule more than one appointment for a user for the same time. In Microsoft Dynamics CRM, if you try to do this most often you would come across the following warning. Being a warning you can always click on continue and go ahead… Read More »

Identify the trigger for an On-load event for Sub-grid in Dynamics CRM

Introduction: With CRM 2015 SP1, the Client API was extended to allow attaching events to sub-grid to manage the sub-grid data/operations. The OnLoad event however executes on all of the following operations Load of parent form. Save of parent form. Add a new record in sub-grid Remove a record from sub-grid Navigating to prev/next page… Read More »

User Adoption Metrics that matter in your Dynamics CRM

This is a part two of our User Adoption Tracker Series. In Part 1 we saw how User Adoption Tracker could help you to track users actions of your Dynamics CRM/365. As we have been talking about adaptability, here in Part 2 lets read more about the Dashboards available in our user adoption tracker for your… Read More »

Use RetrieveDuplicateRequest in Dynamics CRM

Introduction: Recently we had a requirement where we had to create Contact records from data received from other System and if Duplicate record found then avoid creation of records based on Duplicate Detection rules specified in the System and get the List of the Duplicate Records found in the system. The Duplicate Detection rules might… Read More »

Re-Install Sample records of Entity maps and Dashboards in Maplytics

While we were discussing about Registering Maplytics in our last post we saw once the Maplytics license was installed there’s an option to install Sample Dashboards. This post explains how to restore the sample data installed for Maplytics if you have accidentally deleted the sample records of EntityMap/Dashboard. If you try to re-install the samples… Read More »

ExecuteMultiple & Workflow or Plugin Assemblies

Introduction: ExecuteMultipleRequest – Message that allows you to club multiple CRM operations and execute them at one go without having to send each of these as separate requests. The ExecuteMultiple provides you with the option to indicate whether you want to continue processing the remaining requests if one of them fails or to stop processing. But… Read More »

Creating Calendar rules with Breaks in Microsoft Dynamics CRM 2015

Introduction: Microsoft Dynamics CRM has comprehensive Calendar management capabilities to manage work schedules. You are allowed to not only specify the work hours but also the break times when the resource would be unavailable. Here we are demonstrating how to add breaks to daily work schedule programmatically. Calendar and Calendar rules entities in CRM are… Read More »