Tag Archives: Dynamics CRM

Programmatically create folders and upload files in SharePoint Server 2013 through Plug-in/Workflow

Introduction: Dynamics CRM has native integration with Sharepoint so that Sharepoint can be used as the document management tool for Microsoft Dynamics CRM. The Document management integration however is restricted to associating Dynamics CRM Records to Sharepoint folders and displaying them from within Dynamics CRM. All files need to be uploaded manually by the user… Read More »

Using LookupSet in SSRS reports to show activity parties related to an activity in Dynamics CRM

There are so many features of SSRS reports which are very less used but they can play a vital role in our report performance and productivity. One such feature of SSRS reports is LookupSet. SSRS Definition:  As per SSRS documentation a LookupSet may be defined as: Use LookupSet to retrieve a set of values from… Read More »

Lock/Unlock Composite fields using Java Script in Dynamics CRM

Traditionally we use the following way to lock or unlock the fields programmatically, Xrm.Page.getControl(fieldname).setDisabled(true/false); But there could be some cases where we would need to lock/unlock the composite fields programmatically. For example, consider the following scenario, Suppose that we are populating the Bill To address on Quote as the address of the customer selected on… Read More »

Exporting Data from Dynamics CRM using SSIS

Introduction: We have often had sync requests projects where we need to write data from CRM to flat files. Our option until now had been to either Develop a Windows service, that polls at regular intervals to writes the file Develop a Windows app and using the windows task scheduler to schedule to run at… Read More »

Set Address using Lookup Address for locked Address fields in Dynamics CRM

Recently, we had a request, the request is like this, Bill-To address and Ship-To address on the Quote would be locked fields. This means, one way of setting the Bill-To and Ship-To is by using Lookup Address button. So, initially we thought it would be a Cakewalk. We wrote a script and called it on… Read More »

Build a Marketing List through Proximity Search in Dynamics CRM using Maplytics

Marketing campaigns are often targeted towards contacts or leads that are within a certain radius from the target location. To give an example you have been asked to distribute coupon codes to your contacts for a new store that you are opening closer to their location. Using OOB Advanced Find tool of Dynamics CRM, you… 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 »