Month: August 2014

Left Join with Not-in operator in FetchXml in Microsoft Dynamics CRM 2013

Just the other day, I was discussing with one of my colleagues about his experience of building fetch xml reports for one online implementations and we stumbled upon the topic where he needed to show the list of accounts with no cases associated to it. With SSRS reports it’s just a simple query. However for …

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Switch Forms in Microsoft Dynamics CRM depending on Business Logic

Recently in our project, we had a requirement where the customer wanted to show different forms of the same entity depending on some business logic. Off-course we could design the form with multiple sections with appropriate fields and show/ hide the sections based on business logic. However if the above approach does not suit you, …

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{Tips &Tricks} Add borders to fields on form in Dynamics CRM 2013

We upgraded recently to Dynamics CRM 2013 and after upgrade one of the feedbacks that came from our customer was that when the form loads for this first time, the fields are clearly not distinguishable. Off course they were talking about the new feature in Dynamics CRM 2013 where the controls are highlighted on the …

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Dashboard Chart Exporter in Microsoft Dynamics CRM 2013.

Ever faced the requirement where your customer has asked to export the charts in your CRM Dashboard so that they could embed them in their PPTs. Off-course you can ask your customer to enlarge your charts and then take a clip of the chart and save it as file. I have developed a tool that …

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{Scenarios} – Registering plugins when a user is added to Team in Microsoft Dynamics CRM.

Well if you are reading this topic and thinking that there is already a whole lot of information available on how to register a plugin when a user is added to a team, then why this post again. Yes you are right. But I could see there is some incomplete information in many of the …

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Exploring Microsoft Dynamics CRM system Js files

For a long time doing this, however thought of sharing this to all you guys. CRM does a lot of whole lot of functionalities using these javascript files. When do we really need to explore these system files functions. Well as a CRM consultant, frequently i have faced scenarios where the customer is very adamant …

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Close Quick Create Form in Microsoft Dynamics CRM 2013.

Recently in my project, I came across a requirement where the customer would launch the quick create form and when he clicks on the Save button, our CRM system would perform complex business functions and show a pop-up to the user with a list of available options. If the user selects one of the options …

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Call plugin from Javascript in Microsoft Dynamics CRM.

Wanted to share with you all a very interesting way to call plugins from you client side code in Microsoft Dynamics CRM to perform complex operations.Recently in our project  we had a requirement to determine duplicates for an entity based on some very complex business rules with integration from external system. Surely we can call …

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{Dynamics CRM} How to execute RetrieveMultiple request from Javascript

Frequently in our CRM projects we need to retrieve multiple records for some entity based on some conditions. We have the OrganizationDataService to achieve that. However with the OrganizationDataService we cannot write complex joins and many other stuffs what we can achieve through fetchxml. What if we could utilise the the power of fetchxml from …

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