Recently we tried to upgrade a highly customized CRM 4 install to CRM 2011 and thought it would be worthwhile to list out our findings for the benefit for all. CRM 2011 supports both in-place upgrade as well as a fresh CRM 2011 install with a later CRM 4.0 organization import into CRM 2011. We… Read More: CRM 4 to CRM 2011 Upgrade. »
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: Call Workflow from ISV button »
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… »
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 »
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 »
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 »