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Microsoft Dynamics CRM - Tips, Tricks & Add-ons - Inogic

Microsoft Dynamics CRM - Tips, Tricks & Add-ons - Inogic
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Microsoft Dynamics CRM - Tips, Tricks and Add-ons by Inogic

Inogic is a hub of like minded professionals who believe that innovativeness is the key for providing the most optimum solutions in the SME segment.We are committed to putting our time and efforts to Research and Develop on Dynamics CRM so that you can be benefited by the cutting edge methodologies. We endeavor to share some of our work on this blog by introducing Tips, Tricks and products from our labs.

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  • Bing Maps for pre Polaris install

    Posted 11 days ago
    by Inogic Inogic
    • 0 Comments
    Polaris form provide a feature of Bing Maps that shows Map on an Individual entity record. This is a feature available in Polaris but non-Polaris forms do not show such map and Maplytics would help show it. Through Maplytics - individual map feature you...

  • Problem Importing UR 12 customizations with Web Resources added in a Pre-UR12 environment

    Posted 16 days ago
    by Inogic Inogic
    • 0 Comments
    With UR12 Microsoft included new fields and dependencies that prevents us from importing a solution exported out of a UR12/Polaris environment to a Pre-UR12 organization. To resolve CRM Team now ships the Down-level utility along with the latest version...

  • Show Calendar in workplace post Polaris

    Posted 29 days ago
    by Inogic Inogic
    • 0 Comments
    This blog post addresses the way one can add Calendar on workplace which was previously available on CRM 2011. This can also be achieved in Polaris following below steps. 1) Click on options under file menu. 2) Then select...

  • How to integrate SharePoint online with CRM Online - Part 2 -> Integration of CRM and SharePoint online

    Posted 1 month ago
    by Inogic Inogic
    • 0 Comments
    This is the second part of the blog post following this post . This post focuses on configuring the SharePoint site within CRM online 2011, integrating the both, uploading documents from with CRM to the SharePoint respective folder. Following are the...

  • How to integrate SharePoint online with CRM Online - Part 1 -> Creation of CRM Online and SharePoint online common user account

    Posted 1 month ago
    by Inogic Inogic
    • 0 Comments
    This is a two part blog post illustrating the functionality of integrating SharePoint online with CRM online. The first part of the blog focuses on creating CRM and SharePoint online accounts having common Office 365 user account. Then the second part...

  • Looking for more real estate on Dynamics CRM page

    Posted 1 month ago
    by Inogic Inogic
    • 0 Comments
    This articles shows various ways in which you can increase the space on Microsoft Dynamics CRM home page. Hide the Get Started Pane from the home page We always see Get started pane above each view as shown below. If user wishes to...

  • Show different Header/Footer on different pages of SSRS report

    Posted 2 months ago
    by Inogic Inogic
    • 0 Comments
    Sometimes, there is are requirements to show different Header/ Footer on different pages of the report. Like say, on the first page, header/ footer of report should be some text and on the second page it should be some different text. Please refer...

  • iPad Sales Experience for Microsoft Dynamics CRM

    Posted 2 months ago
    by Inogic Inogic
    • 0 Comments
    Now we can access Dynamic CRM online on an iPad in a supported manner. This means that iPad experience only supports the new look & feel of the updated Polaris forms. Now existing CRM online user turns this on by installing product updates. For new...

  • Aggregate and Grouping functions using LINQ in CRM

    Posted 2 months ago
    by Inogic Inogic
    • 0 Comments
    As you know, QueryExpression are built as an Object Model. They support all the features of FetchXML except for grouping & aggregates. FetchXML supports all the features of QueryExpression including grouping & aggregates. Queries here are built...

  • Change the URL of Dynamics CRM provisioned under Office 365

    Posted 2 months ago
    by Inogic Inogic
    • 0 Comments
    One can now change the URL of Dynamics CRM provisioned under Office 365. This can be done from the login portal under “Admin” section where “manage” option was not previously available. As shown in the screen below, under Microsoft...

  • Issue regarding service activities resolved in UR 12

    Posted 2 months ago
    by Inogic Inogic
    • 0 Comments
    A while ago, we had requirement of sending an email to the users to whom service activity is scheduled. We had created a workflow which would send an email to the resources whenever they have be scheduled in for a service activity. The workflow was supposed...

  • Use ExecuteMultipleRequest for performance improvement in bulk data load and other operations

    Posted 3 months ago
    by Inogic Inogic
    • 0 Comments
    A new request called ExecuteMultipleRequest has been added to the Update rollup 12 for the Bulk Data Load . Using this request, multiple request can be executed with the single server call. The main advantage of this request is that it will definitely...

  • Supported ways of accessing URL addressable Forms/Reports Scripts.

    Posted 3 months ago
    by Inogic Inogic
    • 0 Comments
    While using CRM there may be conditions in which user wants to open forms and reports programmatically. For this we can write the scripts which will open the forms and reports. Open CRM forms using script: The form can be open using openEntityForm...

  • Title Custom Workflow Activities for Microsoft Dynamics CRM Online

    Posted 3 months ago
    by Inogic Inogic
    • 0 Comments
    With Polaris it is now possible to register Custom workflow assembly for CRM Online as well. In continuation of our earlier series here where we provided the steps to use the Developer Kit, we have now added the steps to create Workflow activities for...

  • Process - Driven UI Explored

    Posted 4 months ago
    by Inogic Inogic
    • 0 Comments
    CRM in Cross-Browser has been one of the best improvements. CRM works much faster in Chrome and Fire Fox. So the forms that would take a few seconds to load prior to this update now is like click and its open Some of it may have to do with the new...

  • Maplytics in times of UR12

    Posted 4 months ago
    by Inogic Inogic
    • 0 Comments
    Native Bing Maps Integration coming in with UR12 UR12 is scheduled for a phased roll out starting next week. With one of the offerings being Bing Maps Integration. This integration is made available as a setting that when activated by the users would...

  • Add mapping for custom attribute of Order product to Invoice product

    Posted 5 months ago
    by Inogic Inogic
    • 0 Comments
    To map custom attributes of Opportunity Product to Quote Product, Quote product to Order Product and Order product to Invoice product CRM does not provide direct access to the "Mapping" page. To get the mapping page, you need to follow below...

  • Display more than 2000 characters in SSRS report

    Posted 5 months ago
    by Inogic Inogic
    • 0 Comments
    We would like to share one of our experiences with SSRS reports. One of the reports we were building required displaying of notes that could hold more than 2000 characters. Including a text box worked fine for most of the records but we observed that...

  • Developer Toolkit: "No Organization has been specified" error.

    Posted 5 months ago
    by Inogic Inogic
    • 0 Comments
    You may come across the following error when you try to open a project that was created using Developer toolkit To resolve this problem you need to delete *.SUO(VS Solution User Option) file from Visual Studio Project folder. (These file records...

  • Import attachments using OOB Import Wizard in Dynamics CRM 2011

    Posted 5 months ago
    by Inogic Inogic
    • 0 Comments
    As we all know that the there is no separate entity for the attachments in Dynamics CRM 2011. We can add the attachments into the Note (annotation) entity.But in order to import Notes and attachments in the CRM 2011, it is essential that you must have...

  • Maplytics Release Announcement !!

    Posted 5 months ago
    by Inogic Inogic
    • 0 Comments
    The much loved Geo-analytical tool for Dynamics CRM 2011 which uses Bing Maps API now has an update available that will make Maplytics a must have tool for Dynamics CRM We have added the following new features in Maplytics 5.4 version, ...

  • Report not running on more than 25 records

    Posted 6 months ago
    by Inogic Inogic
    • 0 Comments
    We created a SSRS on-premise report using CRMFiltered parameter and the report was working fine except for the case when we ran this report on more than 25 records. In that case the report was crashing. When we used Diagnostic Tool then we found the below...

  • Filter issue with Excelsheet exported from Report

    Posted 7 months ago
    by Inogic Inogic
    • 0 Comments
    As we all know, we can export the CRM report in various formats and one of them is “ Excel sheet ”. After exporting the report in the excel sheet, there are chances that you may not be able to see the filter on certain columns. You will also...

  • Update Rollup 11 now available!

    Posted 7 months ago
    by Inogic Inogic
    • 1 Comments
    Update Rollup 11 for Dynamics CRM 2011 is now available for download from http://www.microsoft.com/en-us/download/details.aspx?id=34969 This update includes compatibility with Windows 8 and IE10 besides other fixes. A complete list of this can be found...

  • How to Dynamics CRM

    Posted 7 months ago
    by Inogic Inogic
    • 0 Comments
    New to Dynamics CRM or already using Dynamics CRM? But do you do CRM the way it should be? Learn to CRM from the experts. Roughly around 20 CRM MVP's (I was not one of them) have got together and come out with a collaborative offering...
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