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 »
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… »
While using CRM there may be conditions in which user wants to open forms and reports programmatically. For this we can write the scripts which will open the forms and reports. Open CRM forms using script: The form can be open using openEntityForm(); method. Syntax : Xrm.Utility.openEntityForm(name,id,parameter); Parameters : Ø name: (Required… Read More: Supported ways of accessing URL addressable Forms/Reports Scripts. »
With Polaris it is now possible to register Custom workflow assembly for CRM Online as well. In continuation of our earlier series here where we provided the steps to use the Developer Kit, we have now added the steps to create Workflow activities for CRM Online using the new version of the developer toolkit that… Read More: Custom Workflow Activities for Microsoft Dynamics CRM Online »
CRM in Cross-Browser has been one of the best improvements. CRM works much faster in Chrome and Fire Fox. So the forms that would take a few seconds to load prior to this update now is like click and its open 🙂 Some of it may have to do with the new Process-Driven UI made… Read More: Process – Driven UI Explored »
Native Bing Maps Integration coming in with UR12 UR12 is scheduled for a phased roll out starting next week. With one of the offerings being Bing Maps Integration. This integration is made available as a setting that when activated by the users would show a link to open Bing Maps and automatically plot the address… Read More: Maplytics in times of UR12 »
To map custom attributes of Opportunity Product to Quote Product, Quote product to Order Product and Order product to Invoice product CRM does not provide direct access to the “Mapping” page. To get the mapping page, you need to follow below steps. Below are the steps to set the mapping of Order product and Invoice… Read More: Add mapping for custom attribute of Order product to Invoice… »
We would like to share one of our experiences with SSRS reports. One of the reports we were building required displaying of notes that could hold more than 2000 characters. Including a text box worked fine for most of the records but we observed that the ones that had more than 2000 characters… Read More: Display more than 2000 characters in SSRS report »
As we all know that the there is no separate entity for the attachments in Dynamics CRM 2011. We can add the attachments into the Note (annotation) entity. But in order to import Notes and attachments in the CRM 2011, it is essential that you must have the separate files for them. For… Read More: Import attachments using OOB Import Wizard in Dynamics CRM 2011 »
We created a SSRS on-premise report using CRMFiltered parameter and the report was working fine except for the case when we ran this report on more than 25 records. In that case the report was crashing. When we used Diagnostic Tool then we found the below error. The error was that it was concatenating the… Read More: Report not running on more than 25 records »