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… »
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 »
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 »
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 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 »
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 »
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 »
Businesses maintaining inventory need to make sure their Sales Team has an accurate view of their stock in hand so that they can take up orders and commit deliveries accordingly. Getting the right inventory balances in MS Dynamics CRM can be challenging. An inaccurate inventory may lead to a lot of irregularities across your business… Read More: Now your Sales Rep can access Inventory balance details in… »
Advanced Find, an awesome tool in the hands of users to query Dynamics 365 data using custom filters. This will help you look up all leads in a particular country or city. Great! Sometimes though you may need to lookup a list of records by distance or proximity. You may want to run a marketing… Read More: Proximity Search within Dynamics 365 feature in Maplytics »
In Dynamics CRM prior to CRM 2013 email integration provided the following options Email Router Microsoft Outlook Client. Using Microsoft Outlook Client allowed users to send emails from Dynamics CRM using their Microsoft Outlook client. If the Outlook client was closed, it would wait until Outlook client is re-opened for the mail to be processed.… Read More: Server-Side Synchronization for Dynamics CRM with POP3 Enabled Mail Server »