Tag Archives: Dynamics CRM 2015

Creating Calendar rules with Breaks in Microsoft Dynamics CRM 2015

Introduction: Microsoft Dynamics CRM has comprehensive Calendar management capabilities to manage work schedules. You are allowed to not only specify the work hours but also the break times when the resource would be unavailable. Here we are demonstrating how to add breaks to daily work schedule programmatically. Calendar and Calendar rules entities in CRM are… Read More »

Passing special characters For Odata request using JavaScript in Dynamics CRM 2015

To retrieve records from Dynamics CRM using JavaScript one of the popular options is using CRM Odata services using REST endpoint. There are many situations occurs when we need to retrieve records from CRM by name using REST retrieve multiple request. For example in below script we are retrieving products by product name. While passing… Read More »

Adding Custom Button on Security area in Dynamics CRM 2015

In Microsoft Dynamics CRM 2015 Security area is introduced which contains entities such as Users, Security Roles and Teams which were present in Administration area in previous versions of Microsoft Dynamics CRM. In this blog we are going to show how we can add Custom Buttons on Application Ribbon of Security area through Ribbon Workbench.… Read More »

Re-imagined Phone & Tablet Client for Dynamics CRM Online

Introduction One of the USP of Microsoft Dynamics CRM that differentiates it from other CRM applications available in the market is BYOD – CRM Anywhere. Dynamics CRM as of today supports the following client Web Client ( All major browsers IE/Edge, Chrome, FireFox, Safari) Outlook Client – Seamless integration with Microsoft Outlook so that you… Read More »

Automatic record creation or update rules in Dynamics CRM 2015 SP1

Microsoft always believes in making life of people simpler using their product. This is what happens with every update of Dynamics CRM. There was one feature introduced in CRM 2013 to ease the life of CRM users and that feature was Automatic case record creation through email and social monitoring. This was indeed a very… Read More »

Applying Scripts on Business Process Flow controls in Dynamics CRM 2015

Introduction Anyone who would have tried using the api functions available to access the controls on the Business Process Flow to hide/lock in CRM 2013 would know that the function only worked if the control was on the current active stage on the form. Suppose you had 2 stages Develop and Propose and you had… Read More »

Updating Date Values of Existing Records after modifying the Date/Time Behaviour in Dynamics CRM Online Update 1

Introduction In one of our earlier posts found here we had explained how the new date/time behaviour can be used to record date/times in the format that you require, instead of having it store the values in UTC all the time. So you can now go and modify the behaviour of an existing date/time field… Read More »

Support to open an Entity form in a new Window in Dynamics CRM 2015 SP1

Introduction: Every CRM update comes with a lot of goodies for both the developers and the end users, so Dynamics CRM 2015 SP1 was not different. One of such feature is opening a record in a new window. While most of youll think, whats so great in this, we have been doing this since CRM… Read More »

Querying More than 5000 records in Dynamics CRM

Introduction: There are multiple ways provided in Dynamics CRM SDK to query and read data like Using ODATA Using FetchXML Using Query object ODATA has a limitation where it can return only 50 records at a time. You can ofcourse query more than that but it would be in batches of 50 records at a… Read More »

Accessing related entities fields in Calculated Fields formulas in Microsoft Dynamics CRM 2015

Introduction: In our recent blog post about calculated fields we have covered about calculated fields support extended for Date/Time data types in Dynamics CRM 2015 Online Update 1. You can read this blog here. In this blog we will focus on accessing related entities fields in calculated fields formulas. In Calculated fields, you can define… Read More »

Calculated fields support extended for Date/Time data types in Dynamics CRM 2015

Introduction: Calculated fields was first introduced in Dynamics CRM 2015 and it further improved upon the ability to provide codeless solutions to power users to configure. You can learn more about its features from our earlier blog here. It provided support for most CRM data types however the calculations and formulae supported for Date/Time fields… Read More »

Hierarchy Support in Dynamics CRM 2015 SDK

Introduction Hierarchies were introduced in Dynamics CRM 2015.  Hierarchy provided a way for visualizing relation between records and identify where the records reside in parent child relationship. As in example below shows where “Test Account02” situated in hierarchy tree. SDK Support To support the ability to retrieve records based on Hierarchy, the SDK was enhanced… Read More »

Immersive Excel Experience with Dynamics CRM 2015 Online Update 1

Introduction: Export to Excel has been a feature that has been in Dynamics CRM since its initial release. Though it did the job, there were some annoying pop-up’s and probably a few clicks that could well be avoided. With the Online Update 1, the Export to Excel experience is set to change for the better.… Read More »

How to Open Quick Create form in Dynamics CRM 2015 Online Update 1

You might be aware of how to open CRM entity form using javascript function that was introduced in Dynamics CRM 2013 i.e. Xrm.Utility.openEntityForm() If you are not then you can refer our blog about this feature here. We use openEntityForm function to open blank entity form or entity form with pre populated values. In CRM… Read More »

One Note Integration with Dynamics CRM 2015 Online Update 1

Introduction: In today’s world there would be very few who perhaps still use notepad or like application for taking notes. Majority use application like OneNote or EverNote to manage their notes. These application allow recording of rich data like pictures, videos etc within the application for later consumption. Recording notes traditionally in CRM has been… Read More »