Asynchronous Solution Import

Introduction: Often you must have noticed that importing solution often slows down CRM to the extent that it is almost unusable for the period during which the Import action is being processed. To improve performance, a new request has been introduced in CRM 2013 which supports to importing solutions asynchronously. This is however available only… Read More: Asynchronous Solution Import »

Sub-grid Add Action Behavior in Dynamics CRM

Introduction: Since the new refresh forms, we now see sub grids added on the form by default instead of the left navigation links to see the related records. The + (add) button on the sub-grid however appears to work differently for the Case Sub-grid and the Contacts grid on the Account form. So when do… Read More: Sub-grid Add Action Behavior in Dynamics CRM »

All you want to know about Auto Save

Traditionally, CRM forms had a Save button, changes made to the form required explicitly clicking on the Save button to save changes made. With Orion came in Auto-Save. The magic process that keeps monitoring the form for any changes made and automatically save them every 30 seconds. Thought of listing all important points one must… Read More: All you want to know about Auto Save »

Use SQL Tracing to find the SQL query generated for Dynamics CRM Platform Operations for CRM On-Premise

Dynamics CRM works largely on FetchXML queries. FetchXML is a proprietary query language for Dynamics CRM. For developers coming from SQL background, they would really want to find the SQL query that the FetchXML translates into. While one way is to explain the FetchXML syntax, it might help to also get the SQL statement that… Read More: Use SQL Tracing to find the SQL query generated for… »

Opening a pre-populated child record form in Dynamics CRM

In a 1:N relationship, when you add a new child record from within a parent form, it will open up the child form with data pre-populated from parent entity based on mapping provided in 1:N relationship. If you want to add a custom button to replicate the same behaviour, we can use the following code:… Read More: Opening a pre-populated child record form in Dynamics CRM »

How to show Language specific error messages using Business Rules/PBL

Introduction If you have more than one language support in your CRM organization, then you may require localizing all error messages that you have set in PBL per the languages installed. The message that you type in the PBL designer is set to be the message shown in the CRM base language. To show the… Read More: How to show Language specific error messages using Business Rules/PBL »

Use of Alias in FetchXML

Introduction: I am sure by now almost anyone developing on Dynamics CRM would have had experience working with FetchXML queries, the Dynamics CRM proprietary format to query data using Dynamics CRM SDK API. We recently came across a scenario where we needed to use an alias for an attribute. Similar to the SQL query Select… Read More: Use of Alias in FetchXML »

Data Encryption in CRM 2013

Data Security is the prime aspect across the world. As we are storing all our data into the CRM, we need to keep our sensitive data in Encrypted format for the security reasons. Microsoft Dynamics CRM 2013 uses standard Microsoft SQL Server cell level encryption for a set of default entity attributes that contain sensitive… Read More: Data Encryption in CRM 2013 »

Troubleshooting Certificate Error while configuring Claims-Based Authentication

When we configure Claims-Based Authentication in Microsoft Dynamics CRM 2011 Deployment Manager, we may receive the following error. “The encryption certificate………does not exist in the local computer certificate store” You can use the following solution in order to resolve the above error. Add a certificate in “Certificate (Local Computer) -> Personal -> Certificates” along with… Read More: Troubleshooting Certificate Error while configuring Claims-Based Authentication »

How to Set up CCA for CRM 2013

Installing and configuring Customer Care Accelerator (CCA) can be a challenging task. This blog will serve as a guidance and simplify the said process. The main focus of Customer Care Accelerator (CCA) for Microsoft Dynamics CRM is on delivering contact center enabling functionality, like the ability to create a unified desktop by combining data elements… Read More: How to Set up CCA for CRM 2013 »