Customization · Dynamics CRM · Dynamics CRM 2013 · Dynamics CRM 2015 · Dynamics CRM 2016 · UI

CRM 2016: Default/Select Custom View on Application Navigation

It is very common for one entity to be used in more than one part of the business, and hence in more than one Area or Group of Application Navigation. To improve the user experience when working in different record scope of the same entity, we can configure the navigation item to open a custom… Continue reading CRM 2016: Default/Select Custom View on Application Navigation

Dynamics CRM · Dynamics CRM 2013 · Dynamics CRM 2015 · Dynamics CRM 2016 · Migration

CRM 2016: Import TimeZone

On a recent project, I was working on importing a list of resources into CRM. We are using Dynamics CRM Service module default Resource entity, and for Resource entity TimeZone field is required. There is a numeric value for each TimeZone, this numeric value is to be used instead of the string/text representation. As I… Continue reading CRM 2016: Import TimeZone

Customization · Dynamics CRM · Dynamics CRM 2013 · Dynamics CRM 2015 · Dynamics CRM 2016 · UI

CRM 2016: Subgrid Add (+) Button Behavior

Associated subgrid on entity form has changed significantly since CRM 2013’s new clean UI. There is Add (+) button above the subgrid at the right hand corner which replaces the Add New and Add Existing button which normally appear on subgrid Ribbon control for CRM 2011. Having the same button performs two different actions is… Continue reading CRM 2016: Subgrid Add (+) Button Behavior

Business Rules · Dynamics CRM · Dynamics CRM 2013 · Dynamics CRM 2015 · Dynamics CRM 2016

CRM 2016: Business Rules Scope Entity

Business Rules is pretty powerful stuff. With it you can do most of form’s logic in lieu of javascript of previous CRM generations. But Business Rules doesn’t only work on forms! If you set the scope to Entity, the business rule run on Server. Which means, you could implement some business logic on server using… Continue reading CRM 2016: Business Rules Scope Entity

Dynamics CRM · Dynamics CRM 2013 · Dynamics CRM 2015 · Dynamics CRM 2016 · Dynamics CRM Online

CRM 2016: Automatic Case Routing Rule

This feature was introduced in CRM 2013 SP 1. Routing rule can be used to route a case to user/team/queue when it meets a pre-configured criteria. This functionality is really nice for automatically assign cases to different queues, however, the automatic routing rule execution is not quite straightforward. Normally to invoke this functionality, users have… Continue reading CRM 2016: Automatic Case Routing Rule

Dynamics CRM 2011 · Dynamics CRM 2013 · Dynamics CRM 2015 · Dynamics CRM 4.0

FetchXml Query Compare Dates

Working with datetime in CRM is rather confusing at times. Most of the time, I resort to querying everything as UTC. Same thing here with FetchXml query, simply change the value to a UTC format yyyy-mm-ddThh:mi:ss.mmmZ. PS: even though its not obvious on Advanced Find, you can also use ge operator to compare dates. Cheers,… Continue reading FetchXml Query Compare Dates

Dynamics CRM 2011 · Dynamics CRM 2013 · Dynamics CRM 2015 · Dynamics CRM 4.0 · Web Service · Workaround

CRM Service Connection Disable Caching

Dynamics CRM has caching functionality for performance reasons. However sometimes the latest updates don’t come through because of caching. There are two ways to get around this issue: 1. Web or App config Caching can be disabled when connecting to CRM Service by configuring the context in config file. Insert the following sections under <configuration></configuration>… Continue reading CRM Service Connection Disable Caching