Use The Right Tool For The Job in Dynamics CRM

Microsoft Dynamics CRM offers users a variety of methods for users to analyze data. Out of the box we have views, filters, advanced find, record counts on views, report builder, charts, dashboards, Excel exports, pivot tables, and other options. With all of these tools, it is important to have correct expectations and use the right tool … Continue reading Use The Right Tool For The Job in Dynamics CRM

Deploying Dynamics 365 in a High Turnover Industry

Implementing a new CRM system can present some challenges, such as user adoption, training, and data quality. These challenges are amplified in industries with very high employee turnover. According to the Bureau of Labor Statistics Job Openings and Labor Turnover Survey, the following industries have some of the highest turnover rates: Retail turnover is 60%-70% Information technology average tenure … Continue reading Deploying Dynamics 365 in a High Turnover Industry

Microsoft Dynamics CRM Upgrades and Custom Security Roles

During a CRM Upgrade, especially across multiple versions, it is imperative to review and likely recreate custom security roles.  You might think this is extra work, but as you will see in several examples, errors can occur and in troubleshooting, the issue will turn out to be security role related.  Even in CRM Online, this … Continue reading Microsoft Dynamics CRM Upgrades and Custom Security Roles

Feature Difference between CRM 2011,2013 and 2015

Feature Difference between CRM 2011,2013 and 2015 Features CRM 2011 CRM 2013 CRM 2015 User Interface Contextual Ribbon Bar. CRM Functional groups like Sales, Services, Marketing, Workplace etc. are at bottom left of the home screen. Pop up windows are more. Ribbon Bar is replaced by top Command Bar CRM functional groups are now at … Continue reading Feature Difference between CRM 2011,2013 and 2015

Step by Step to connect Dynamics 365 CRM Online V9.X using C# Console Application

Follow the below steps, Step 1: Open Visual Studio and Click on New Project. Click on Visual C# and select Console Application. Give Name to the Project and click on OK. Step 2: Goto Visual Studio Tools -> NuGet Package Manager and click on Package Manger Console. Step 3: In Package Manager Console, Copy & Paste the below command to get the required CRM … Continue reading Step by Step to connect Dynamics 365 CRM Online V9.X using C# Console Application

Visual Studio and the .NET Framework for Dynamics 365 CRM Online V9.X

The .NET SDK assemblies for Dynamics 365 (online) are built on .NET Framework 4.5.2. You can use Visual Studio to build your managed code applications using .NET Framework 4.5.2 or later. Important You should build any custom client applications using Microsoft .NET Framework 4.6.2 or later. Starting with the Dynamics 365 (online), version 9.0, only … Continue reading Visual Studio and the .NET Framework for Dynamics 365 CRM Online V9.X

How to change the Subgrid Panel header color in Dynamics 365 V9.X?

It is another interesting feature in Dynamics 365 V9.X. Below example is to change the Contact’s Subgrid Panel Header Color in Account Form. 1. Open Account Form and double click on Contacts Subgrid. 2. Now, we have an option to see the Panel header color to provide. By default, it is #F3F3F3 Hexadecimal color code. 3. Click here and … Continue reading How to change the Subgrid Panel header color in Dynamics 365 V9.X?

How to enable Image for an Entity in Dynamics CRM?

I have created a custom entity named “Country” and want to set an image for it. Follow the below steps to do the same. Step 1: Open CRM. Goto Settings -> Customizations -> Customize the System -> Entity. Step 2: Create an Image Data Type Field in the Country Entity as shown below. Step 3: Open the Country Entity Main Form. Step 4: Click on Form Properties and click on Display Tab. Select the Show image in the form to opt … Continue reading How to enable Image for an Entity in Dynamics CRM?

Lock or Unlock Business process flow fields using JavaScript in CRM

Use the below syntax to lock or unlock the business process flow fields in a CRM record using javascript, Lock: Xrm.Page.getControl(“header_process_FieldSchemaName”).setDisabled(true); Unlock: Xrm.Page.getControl(“header_process_FieldSchemaName”).setDisabled(false);