Issue: Recently I had this problem dealing with an issue about pricelist being disabled for all security roles except system administrator. I googled a lot and everyone talked about assigning organization level access to pricelist entity in the security roles area but I could not find this entity. Resolution: After researching a lot, I found... Continue Reading →
Using the Case Resolution in Workflows via a Custom Workflow Activity
The most common email notification request from customer support team is to "send an email to the client when a case has been resolved" I have written this custom workflow activity to get description field from case resolution dialog and insert in email body. You can get the complete visual studio solution from this link... Continue Reading →
Importing Attachments using CRM 2011 Import Wizard
All of us have been importing notes and attachments using Scribe or SSIS but this method uses out of the box import wizard to import all the attachments. Please follow the steps closely: 1. Create an annotation.csv having the following columns: Title,Description,File Name,Document,Mime Type,Regarding 2. In the same spot where you saved the csv file,... Continue Reading →
Java script Validation for Cross Browser Support
Microsoft recently released this tool to validate all the java script and HTML web resources on CRM on premise or online. Java script validated via this tool will handle cross browser support once it is out in next couple of months. http://www.microsoft.com/en-us/download/details.aspx?id=30151
2012 Q2 Service Release for Microsoft Dynamics CRM 2011
Microsoft just released the preview guide for the scheduled Q2 2012 service update. Some of the exciting features expected to be a part of this release are: 1.) CRM Anywhere (Cross-Browser Support): This would include support for Safari, Mozilla, Chrome and any other browser supporting java script. 2.) Official SQL Server 2012 Support: Microsoft CRM... Continue Reading →
Reasons to Upgrade from CRM 4.0 to CRM 2011
There are lot of new functionalities added to CRM 2011 which were missing in CRM 4.0. This summary will help technical consultant and pre sales managers to convince their clients to upgrade their Microsoft Dynamics CRM system. 1.) Dashboards: Previously clients were using 3rd party software like Dundas or ZAP to create dashboards adding extra... Continue Reading →
Power Platform Pulse 