JavaScript to Count Total Number of Sub-grid Records and add value in the field

This blog is all about getting the total number of records in the Sub-grid using JavaScript. Here is a quick code to count the number of related sub-grid records on a form onload and onSave. /** * @brief A function to count number of records in the Sub-grid and add value to the field * … More JavaScript to Count Total Number of Sub-grid Records and add value in the field

Update Child Record When Parent Record is Updated – Using Plugin

In this blog we are going to learn how to update Child Record when Parent Record  is updated using plugin.  In my scenario, plugin will update the Mobile & Telephone number fields (free text fields) on the Opportunity record (associated to Contact\Account) when Mobile and Telephone fields are updated Account or Contact. Development Tools – VS Studio … More Update Child Record When Parent Record is Updated – Using Plugin

Display Save Button on CRM Entities Ribbon – Post Save

I had an requirement, to show Save button after creating new records. In other words, to display Save button on form ribbon for existing records. In CRM 2016, out of the box Save button on the form ribbon hides after saving record. Please note that I’m not talking about the save button available on the down … More Display Save Button on CRM Entities Ribbon – Post Save

Tweak Lead Qualify Process – CRM 2016

Recently, I have been asked questions about the Lead Qualification Process that why Qualify Button on lead form now doesn’t provide the ability to select the options via the dialog. And if there’s any option to modify the Lead Qualify process. Lead  Qualification process has changed a bit post CRM 2011 Upgrade. Earlier, in CRM 2011 … More Tweak Lead Qualify Process – CRM 2016

Adding Label to forms using HTML Web Resource

Sometimes while customizing the CRM forms, you may have a requirement to add text or label onto the form. Well, there’re different ways to achieve this but it comes down to end about the best approach and if that approach meets your requirements. Let’s discuss about different options. OLD fashioned JavaScript trick – Creating fields … More Adding Label to forms using HTML Web Resource

CRM 2016 – Plugin Deployment Issue with CRM Development Toolkit ‘Cannot Insert the Duplicate Key’

I’ve recently faced an issue while deploying the Plugin using Developer Toolkit (using VS 2015). The issue was with ‘Deploy‘ step in the Development Toolkit.   I’ll not be covering the information on how to configure Development Toolkit in Visual Studio and how to create Plugin Library or CRM Package. You can refer to the … More CRM 2016 – Plugin Deployment Issue with CRM Development Toolkit ‘Cannot Insert the Duplicate Key’

CRM 2016 Outlook Add-in not populating CRM records – Post Office 2016 Upgrade

If you’ve experience the problem where your CRM end users using CRM 2016 via Outlook  (Office 2013) and suddenly after post Office 2016 upgrade users started raising issues that none of CRM records are appearing in Outlook then you should refer to the following information. Issue – Users can’t see CRM records in Outlook post … More CRM 2016 Outlook Add-in not populating CRM records – Post Office 2016 Upgrade