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 »
A new request called ExecuteMultipleRequest has been added to the Update rollup 12 for the Bulk Data Load. Using this request, multiple request can be executed with the single server call. The main advantage of this request is that it will definitely improve the performance since in one round trip to the server, it actually… Read More »
While using CRM there may be conditions in which user wants to open forms and reports programmatically. For this we can write the scripts which will open the forms and reports. Open CRM forms using script: The form can be open using openEntityForm(); method. Syntax : Xrm.Utility.openEntityForm(name,id,parameter); Parameters : Ø name: (Required… Read More »
With Polaris it is now possible to register Custom workflow assembly for CRM Online as well. In continuation of our earlier series here where we provided the steps to use the Developer Kit, we have now added the steps to create Workflow activities for CRM Online using the new version of the developer toolkit that… Read More »