More to maximizing real estate entity forms

In extension to one of our previous blog, this blog would add more to maximize the real estate on entity forms as well. If you want to hide the left navigation pane from any of entity form as shown in below screenshot follow below mentioned steps: 1. Click the Form Properties of respective entity form… Read More: More to maximizing real estate entity forms »

Directions and Routing multiple way-points feature of Maplytics

This blog illustrates the Get Direction and Get Route feature of Maplytics. This is important feature to calculate the route(Direction) of selected address.Direction: Selecting this option from a particular plotted pushpin, you will get you the driving directions to the selected address from the starting point provided in the Current Location text box. Once clicked… Read More: Directions and Routing multiple way-points feature of Maplytics »

Show Calendar in workplace post Polaris

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: Show Calendar in workplace post Polaris »

How to integrate SharePoint online with CRM Online – Part 2 -> Integration of CRM and SharePoint online

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: How to integrate SharePoint online with CRM Online – Part… »

Looking for more real estate on Dynamics CRM page

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: Looking for more real estate on Dynamics CRM page »

Show different Header/Footer on different pages of SSRS report

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: Show different Header/Footer on different pages of SSRS report »

Change the URL of Dynamics CRM provisioned under Office 365

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: Change the URL of Dynamics CRM provisioned under Office 365 »

Aggregate and Grouping functions using LINQ in CRM

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: Aggregate and Grouping functions using LINQ in CRM »

Issue regarding service activities resolved in UR 12

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: Issue regarding service activities resolved in UR 12 »

Use ExecuteMultipleRequest for performance improvement in bulk data load and other operations

 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: Use ExecuteMultipleRequest for performance improvement in bulk data load and… »