Microsoft Dynamics 365 CRM Tips and Tricks - By Inogic

New Plugin Messages made available by Microsoft in Dynamics CRM 4.0

Execute: The execute event always gets fired when you open the views. Like from Main application view, lookup view, Advanced search view etc. (but not from associated views).While registering this event, no primary entity name is required.Input parameter: fetchxml – The fetchXML query sent.Output parameter: fetchxmlresult – The resultant records of the fetchXML query Retrieve:… Read More: New Plugin Messages made available by Microsoft in Dynamics CRM… »

How to use the Duplicate Detection Feature of CRM

CRM 4.0 provides a facility to detect duplicate records with same attribute value. To enable the duplicate detection you have to create a duplicate rule. To create duplicate rule GoTo ->Settings->Data Management->Duplicate Detection Rule->New. Then you will get below window. In above screen shot The fields which are covered with red rectangle are as follows… Read More: How to use the Duplicate Detection Feature of CRM »

How to Login to various CRM deployments

CRM supports various Deployment methods and unfortunately for the developers the method to connect to each of these differs. So here are the login functions for each of the Deployment methods supported by Dynamics CRM. On Premise CRM connection: On premise uses AD for authentication. CrmService service = new CrmService(); service.Url = “http://” + servername… Read More: How to Login to various CRM deployments »

List of Events available to trap in Scripts when saving a Dynamics CRM Form

CRM 3.0 has limited event detection made available using scripting. However It is now possible to detect which user action was performed to Save the form using the event.Mode property in the OnSave event. You can gain more detailed information about the user actions in the OnSave event by referencing the event.Mode values. These values… Read More: List of Events available to trap in Scripts when saving… »

Add SRS report to CRM Form

In course of implementation of Dynamics CRM, a number of clients have asked us to display reports designed using Sql Reporting Services (SRS) within CRM as a tab or may be as a option to the Main Menu. This helps the user to quickly check reporting. I have described a simple way to achieve this… Read More: Add SRS report to CRM Form »

Bulk Edit records of any entity in CRM

We can easily edit a record in crm. But what if we need to edit a field of all records with same value. So here, Instead of opening records one by one and editing it, we can also use Bulk edit feature which edits that field in one go for all records.For some records like… Read More: Bulk Edit records of any entity in CRM »

Automatically resize the IFRAME to adjust to the Form size

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: Automatically resize the IFRAME to adjust to the Form size »

Design a workflow for performing repetitive tasks

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: Design a workflow for performing repetitive tasks »

Shortcut to open any record in CRM

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: Shortcut to open any record in CRM »

Shortcut to Add notes and attachments

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: Shortcut to Add notes and attachments »