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USD – Options
I am currently developing a generic interface that will be used by multiple customers all using Unified Service Desk (USD), my application covers all of the standard CRM system entities including...
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{Tips & Tricks} Explore a managed solution’s plugin assembly programmatically...
I never find a good title to explain my blog post. So I would rather suggest you read through my entire post even if blog title seems absolutely non-sense . So coming back to the topic here, first...
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Option-Set, Lookup or Autocomplete
In the constant struggle to improve data quality it is common to avoid using free-text fields in favour of select fields. This approach has the advantage of ensuring that data is entered consistently...
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CRM 2015 (Vega) Feature Highlight Notes
Entity Hierarchy Feature Enhancement New Hierarchical Visualizations Query enhancements for searching hierarchical relationships Rollup queries for summarizing data at each level Global...(read more)
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Migrating data to a live on-premises CRM system?
While working on one of the project, we were required to move data from legacy system into a live production system with limited amount of black out window. One can calculate the time required based...
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Show child accounts on Bing Maps under Parent
In this post we are going to demonstrate how we can add multiple pushpins in Bing Maps based on the latitude and longitude. First we need to make sure address1_latitude and address1_longitude should be...
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Tip #524: Inactive optionsets
One of the advantages of using lookups vs optionsets is the ability to create a “dynamic” set where the available values can be filtered and deactivate when they become obsolete. Optionsets still are...
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Quick Tips: Safe Guard Your CRM Online Production Deployment!
Dynamics CRM Online came up with Sandbox functionality (ref: https://technet.microsoft.com/en-us/library/dn659833.aspx) that provides separate instance for development/testing purpose. Sandbox instance...
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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...
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Using window.postMessage to interact with IFrame in CRM Form
This is similar to my earlier post ( http://dreamingincrm.com/2015/10/27/using-sessionstorage-to-interact-with-iframe-in-crm-forms/ ) that discussed using sessionStorage events to interact with...
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CRM 2011 – How to get the current user from within a worflow
Today I needed to get the Current User inside a workflow activity. In CRM 2001 process it is not possible to get current user and in some cases a reference can be necessary in order to set the right...
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The Salesforce Drinking Game
Here is the Salesforce drinking game I play when listening to the quarterly transcripts (because even I have to make it a little more interesting). You pour a drink every time they mention Non-GAAP....
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CRM 2015 - UR 0.2 - Export to Excel
Just found today after installing UR 0.2 for CRM 2015 that when exporting data, i didn't have anymore the check box for being able to import data again back to crm. However, opening the excel...
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Adding Custom CRM Fields to the Dynamics Connector After Initial Configuration
In some instances, after you have initially configured your Dynamics Connector, you will need to add additional CRM fields into the mapping. Sometimes the proper method to reconfigure works without...
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CRM Web API Universal Windows Platform Using C#
In this example I’m demonstrating how to use the new CRM Web API from a Universal Windows Platform (UWP) application. If you aren’t familiar with the “universal” application concept its Microsoft’s...
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ABC’s of Dynamics CRM Webinar
Are you considering Microsoft Dynamics CRM as your customer relationship management solution? If you are reading this blog on crmsoftwareblog.com then I am guessing the answer to that question is...
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Microsoft Dynamics CRM Ranking, A Top Solution by Gartner
Microsoft Dynamics CRM received some good press recently. The Microsoft company's commitment to cloud performance, mobile solutions and flexibility is popular with new software customers.In July 2015,...
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Microsoft Dynamics CRM 2016 Online Visibility Control Features Updates
In the upcoming release of Microsoft Dynamics CRM 2016 (scheduled for Q4) there are several updates across the product components. In the Visibility & Control features area of MSCRM, there will be...
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30 years of Windows : 1980’s Windows to new Edge browser Demo
Windows Anniversary:Looking back 30 years, what’s new, and the Edge of tomorrow.The official version of Windows 1.0 was released November 20, 1985 and the product has since been a semi-ubiquitous OS...
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Microsoft Dynamics CRM 2016 Customer Service Features Updates
In the upcoming release of Microsoft Dynamics CRM 2016 (scheduled for Q4) there are several updates across the product components. In the Customer Service features area of MSCRM, there will be updates...
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