If you need to show an external page within CRM, you need to provide the URL to the IFRAME in CRM. You will notice that it would not display scrollbars to scroll through the entire web page being displayed in the IFRAME. So it is advised that we create a custom page and add an… Read More »
Sometimes, there is a need to perform a particular task or action repetitively over a period of time. We were in a need to create a task activity after every 2 days against an account. This can be done by creating child workflow and call it from the parent workflow. The child workflow would peform… Read More »
There are a couple of generic urls that would let you open any type of record in CRM If you need to open any type of record but don’t know the URL. No worries just specify object type code (you can get object type code from CRM SDK under section” Entity Type Codes”) and ID… Read More »
You need to navigate to the Notes tab each time you need to add a note. Also the shortcut to add a quick note in CRM does not show up the note form that allows to fill in all details including subject and attachment in one go. If you want to add all information to… Read More »
Dynamics CRM provides for setting up of “Kits”. Kits are basically a group of items that are sold together always. Just like you can associate substitute items with a product, it is possible to associate all products that make up the Kit. The “Kit Products” option is only available for “Kit” type of items. While… Read More »