With CRM 4.0 and IFD getting popular by the day. We have had to work on the Login function for CRM to support IFD install. In case of IFD the authentication type is changed to Forms Authentication where you are presented with a Sign-in page for login. Further to our post on Login for various… Read More »
Recently we came across a situation where we had to logon to a windows server remotely and yet open it in console mode. This means that we needed to be identified as being locally logged on instead of being treated as a remote desktop user. We found that remote desktop command has various commandline arguments… Read More »
It is often that have you come across when you wanted to delete records from CRM in bulk. The only option you have to delete multiple records in CRM is by selecting all records available in one page of a view and then hit delete. A view can have at max 250 records displayed. So… Read More »
If you make an SRS report that uses Data table and has sub-reports included, you will see the below error when the report is exported to Excel. Export to PDF format works just fine but when you export to Excel the excel file will not show the details included in the sub-report. Instead the sub-report… Read More »
A Marketing list in CRM, can be a collection accounts or contacts or leads. Retrieving the members of a marketing list is not as as simple. We just realized that the list member entity only stores the link to the entity and Retrieve method is not supported by this entity. Hence to retrieve the list… Read More »
There have been often times when the customers (familiar with Excel Freeze Options) have asked for the same functionality on ASP .NET forms. There is no direct property that would allow users to either fix the header or the column. The html concept of was hard to find with GridView control. We found a solution… Read More »
Apart from the various improvisations of Plugin over Callouts, is the ability to share data between events of an entity. This option was not available when working with Callouts in CRM 3.0. The workaround we used then was to create an attribute and store the information in an attribute in the Pre Create event. In… Read More »
Intuit QuickBooks is one of the most popular accounting packages for the SME segment. There has always been a need to integrate Microsoft Dynamics CRM with the accounting system to avoid duplicity as well as to improve productivity and efficiency by providing the sales people using Dynamics CRM a view of the financial details of… Read More »
CRM 3.0 provided limited support for importing data from external files. We were only allowed to import data of few entities like Account, Contact, Lead etc. This feature has been greatly enhanced in version 4.0. The import tool now allows to import data into most of the entities. It also allows for Mapping of attribute… Read More »
In one of our earlier posts we had explained the Duplicate Detection Feature that is now available in Dynamics CRM 4.0. However suppose there was not Duplication detection rule setup and it resulted in you have duplicate records of Accounts in your CRM.For this CRM provides the option to Merge 2 records.This feature is available… Read More »