Adxstudio Portals to Dynamics 365 Portals Journey

If you’re seeking for some background on Adxstudio Portals and Dynamics 365 Portals (Previously known as Adxstudio Portals) release history then this blog would give you an idea on the journey from Adxstudio to Dynamics 365 Portals. Adxstudio Portals supercharges Dynamics CRM into an interactive, web-based sales, services, support and social engagement application platform. In 2015, … More Adxstudio Portals to Dynamics 365 Portals Journey

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

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’

How to add Email\Phone Call Activity buttons on Entity Form – CRM

There’re some situations where your client may ask you to bring the out of the box CRM Activity button e.g. Phone Call, Email on the Entity form rather then the entity Activity Associated views. The are some benefits of adding the button in the Entity form – More user friendly view Eliminate 4-Click Rule mentioned in … More How to add Email\Phone Call Activity buttons on Entity Form – CRM

Dynamics CRM Data Types – Part 1

This post will discuss about data types available in Microsoft Dynamic CRM (2015 version and later). Over the past few years, Microsoft Dynamics CRM has been constantly adding some new data types, field types, and formats. CRM 2013 Onwards Data types – “Image” data type released in 2013, “Calculated” field type in 2015. ‘Customer’ & ‘MultiSelect … More Dynamics CRM Data Types – Part 1

Extract JavaScript Files from CRM Environments

Sometimes as a CRM developer you may want to retrieve all the JavaScript’s used in the CRM environments and it  becomes really hard to determine what JavaScript files are being used and which one need to be pulled out of the project. Microsoft Dynamics CRM form contains events triggered from form fields and Ribbon buttons. … More Extract JavaScript Files from CRM Environments