CRM Plugins and Workflows provide the ability to pass external information to the plugins as well as receive information from plugin that can be used for further processing. Plugins: In case of Plugins, you can use the Secured Parameter and Unsecured Parameter that is available during Plugin registration to pass static information that can be… Read More »
We have noticed that a lot of Goldmine users are migrating to Dynamics CRM with the requirement to have the Goldmine History brought over in CRM. While it is very easy to get the Company/Contact information from Goldmine to CRM, one of the sore points is bringing in Email history to CRM. You will find… Read More »
One of the best features of CRM is the ability to create your own views and be able to sort on any column of the view as and when you wish without having to redesign the view. While this works great with all types of entities and attributes, we once came across with a bug… Read More »
The Price List Lookup on the Opportunity form, displays the price lists for the currency selected on the Opportunity. If no price list has been created for the specified currency it would not show any price lists in the lookup.In our case this was not the case. Here is what caused it… We once happened… Read More »
We had a custom page developed for a customer using CRM Live install. In this case we had the customer host the custom pages locally within their intranet on a IIS server. The URL of this website was added in the IFRAME on the CRM Form. We noticed that as soon as we added the… Read More »
We have a CRM add-on for Importing Price Lists into CRM. For this tool, we expect the details to be provided in an Excel sheet. The tool reads the excel workbook provided and imports the prices.Once we had an issue with one of our customers complaining of the data successfully being imported, yet an error… Read More »
Sometimes you would notice the sender or receiver email address underlined in red with question mark next to it. This simply means that the email address you provided in the email is either not related to any user, account, contact or lead record, or is related to more than one record. CRM looks for a… Read More »
Its always recommended that we use the user roles already provided by CRM and edit them as per our needs. Well instead of taking the easy way out, we decided to go ahead and create a new Role from the scratch and there were times I thought, easy way out was a better option 🙂… Read More »
We had once given an option to one of our customers to perform an action using on-demand workflow. We provided them with the steps to run the workflow from the “Run Workflow…” button that is added to the entity in case and entity has on-demand workflows published against them. The customer however wanted that we… Read More »
Sometimes when one of the users is no longer associated with the company or if the responsibilities of a user is changed, there is a need to re-assign all records of this user to another user. Steps to re-assign records: 1. Open the User Form of the user whose records need to be re-assigned. 2.… Read More »