The maximum password expiration period which is configurable by using office 365 administration portal is approximately 2 years. You will have to consider using PowerShell tools if you want to use 0365/CRM online for more than two years. The instruction given below can be applied to Windows 8 (64-bit operating system) and is the shortened version of managing... Continue Reading →
New JavaScript methods in CRM 2013
With release of CRM 2013, Microsoft has added some new methods that can be accessed. In the past, we had to write some unsupported JavaScript to get this functionality. More information about all these methods can be found in Microsoft Dynamics CRM 2013 SDK. • Xrm.Page.context.client.getClient() - Returns client type i.e. outlook, web or mobile.... 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 →
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
Custom Reports with CRM 2011 Online
Before starting reporting for CRM 2011 we need to verify that BIDS extension for 2011 beta is installed in the environment.Click here to download and install BIDS. There are more requirements which can be found in SDK topic "Create Custom Reports Using Business Intelligence Development Studio" After completing all the pre requisites, Follow these steps... Continue Reading →
Connect FetchXML Wizard to CRM 2011 beta Online
Follow these steps to connect fetchXML Wizard by Stunnware to CRM 2011 beta Online : 1.) Click here to download fetchXML wizard by Stunnware. 2.) Double Click on SwTools icon. It will open the Stunnware Tools for Microsoft Dynamics 4.0 window. Click Connect on the top left.3.) It will open up a CRM Server... Continue Reading →
Error in connecting to CRM2011 Discovery Service
Issue: There is an error popping up when you try to connect to CRM 2011 discovery service from plugin registration tool. (click on image to enlarge) Reason: Plugin registration tool takes in the credentials saved in the temp folder for Microsoft Live when logging into CRM Online. We need to force the tool to use the credentials... Continue Reading →