Introduction Hierarchies were introduced in Dynamics CRM 2015. Hierarchy provided a way for visualizing relation between records and identify where the records reside in parent child relationship. As in example below shows where “Test Account02” situated in hierarchy tree. SDK Support To support the ability to retrieve records based on Hierarchy, the SDK was enhanced… Read More: Hierarchy Support in Dynamics CRM 2015 SDK »
What is Maplytics? Maplytics™ is a leading Certified for Microsoft Dynamics 365 (CfMD) solution that provides a seamless Bing Maps and Microsoft Dynamics CRM integration. Maplytics extracts the geo-coordinates from Dynamics CRM data to enable organizations with intuitive map visualization, routing and geo-analytics capabilities within Dynamics CRM. Why Choose Maplytics? Microsoft Dynamics CRM comes with Bing… Read More: Bing Maps & Microsoft Dynamics CRM integration using Maplytics »
Introduction: Entitlements were introduced in CRM 2013 Spring Release. These are an enhancement to the concept of Contracts that has been in Dynamics CRM since its initial release. You can read more about entitlements from one our earlier blogs found here. You could define the entitlement terms that a customer is entitled to. The entitlements… Read More: Manage Entitlement terms behavior with Dynamics CRM Online Update 1 »
Introduction: Export to Excel has been a feature that has been in Dynamics CRM since its initial release. Though it did the job, there were some annoying pop-up’s and probably a few clicks that could well be avoided. With the Online Update 1, the Export to Excel experience is set to change for the better.… Read More: Immersive Excel Experience with Dynamics CRM 2015 Online Update 1 »
You might be aware of how to open CRM entity form using javascript function that was introduced in Dynamics CRM 2013 i.e. Xrm.Utility.openEntityForm() If you are not then you can refer our blog about this feature here. We use openEntityForm function to open blank entity form or entity form with pre populated values. In CRM… Read More: How to Open Quick Create form in Dynamics CRM 2015… »
Introduction: In today’s world there would be very few who perhaps still use notepad or like application for taking notes. Majority use application like OneNote or EverNote to manage their notes. These application allow recording of rich data like pictures, videos etc within the application for later consumption. Recording notes traditionally in CRM has been… Read More: One Note Integration with Dynamics CRM 2015 Online Update 1 »
Introduction: As a developer, you always want to perform any database operation in a Transaction so that you have the choice of rollback in case an operation fails. There are many examples where you want either all of your API instructions to succeed or all of them to rollback. If there is only a partial… Read More: Dynamics CRM 2015 Online Update 1 – API support for… »
Have you ever Retrieved or Instantiated an email template? If the answer to this question is YES, then you might be knowing the required parameters we need to have in place in order to do so. For those of who aren`t aware of it then this blog would help you understand the tidbits involved. We… Read More: Retrieve and Instantiate Global Email Template »
Introduction Managing Date/Time fields in Dynamics CRM has not been easy especially when time zone come into picture and yet it is very critical to the application. Dynamics CRM being a global application was designed to support multiple timezones and the architecture design had a very noble thought behind it – “No matter which timezone… Read More: Handling Date/Time fields in Microsoft Dynamics CRM 2015 Online Update… »
Recap: Back in 2013, when Microsoft introduced the concept of “Custom Actions”, we had explained this feature in this blog. With the latest update released for CRM Online versioned 7.1, this feature has further been extended. As a quick recap, Actions in processes are a way to create custom messages in CRM for an entity,… Read More: Custom Actions in Dynamics CRM 2015 Online Update 1 »