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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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  • How to merge records in Dynamics CRM

    Posted over 4 years ago
    by Inogic Inogic
    • 11 Comments
    In one of our earlier posts we had explained the Duplicate Detection Feature that is now available in Dynamics CRM 4.0. However suppose there was not Duplication detection rule setup and it resulted in you having duplicate records of Accounts in your...

  • CRM Relationship Behavior

    Posted over 3 years ago
    by Inogic Inogic
    • 10 Comments
    The blog will help you in the scenarios when you requires to move records from one user to another user with some conditions. Like in scenario one of your sales rep leave the organization and you need to assign his records to the newly joined rep but...

  • How to disable the "Do you want to view only the webpages content that was delivered securely? popup for custom pages added to CRM

    Posted over 3 years ago
    by Inogic Inogic
    • 9 Comments
    We had a custom page developed for a customer using CRM Live install. In this case we had the customer host the custom pages locally within their intranet on a IIS server. The URL of this website was added in the IFRAME on the CRM Form. We noticed that...

  • Handle emails with Unresolved email addresses

    Posted over 3 years ago
    by Inogic Inogic
    • 6 Comments
    Sometimes you would notice the sender or receiver email address underlined in red with question mark next to it. This simply means that the email address you provided in the email is either not related to any user, account, contact or lead record,...

  • Tips on using Mail Merge Functionality in Dynamics CRM

    Posted over 3 years ago
    by Inogic Inogic
    • 5 Comments
    Like most Contact Managers, Dynamics CRM too provides the Mail Merge ability. Recently we spent quite some time trying this out and we would like to share some of the findings that I am sure would assist other beginners in this area 1. Mail Merge functionality...

  • How to convert a RetrieveMultiple query written Server side to SOAP message to be used in Javascripts

    Posted over 3 years ago
    by Inogic Inogic
    • 4 Comments
    It has often been seen that a RetrieveMultiple query that is very easy to write using the server side Query Expression objects using CRM webservices becomes difficult to achieve if we need to create a SOAP message for the same. In this article we hope...

  • New Plugin Messages made available by Microsoft in Dynamics CRM 4.0

    Posted over 4 years ago
    by Inogic Inogic
    • 3 Comments
    Execute : The execute event always gets fired when you open the views. Like from Main application view, lookup view, Advanced search view etc. (but not from associated views). While registering this event, no primary entity name is required. Input parameter...

  • Reading Excel workbooks using GetOleDbSchemaTable returns a sheet with _ suffix

    Posted over 3 years ago
    by Inogic Inogic
    • 3 Comments
    We have a CRM add-on for Importing Price Lists into CRM. For this tool, we expect the details to be provided in an Excel sheet. The tool reads the excel workbook provided and imports the prices. Once we had an issue with one of our customers complaining...

  • Freeze header and the first column of the GridView control

    Posted over 4 years ago
    by Inogic Inogic
    • 3 Comments
    There have been often times when the customers (familiar with Excel Freeze Options) have asked for the same functionality on ASP .NET forms. There is no direct property that would allow users to either fix the header or the column. The html concept...

  • Retrieve Marketing List Members

    Posted over 4 years ago
    by Inogic Inogic
    • 2 Comments
    A Marketing list in CRM, can be a collection accounts or contacts or leads. Retrieving the members of a marketing list is not as as simple. We just realized that the list member entity only stores the link to the entity and Retrieve method is not supported...

  • Shortcut to Add notes and attachments

    Posted over 4 years ago
    by Inogic Inogic
    • 2 Comments
    You need to navigate to the Notes tab each time you need to add a note. Also the shortcut to add a quick note in CRM does not show up the note form that allows to fill in all details including subject and attachment in one go. If you want to add all information...

  • Design a workflow for performing repetitive tasks

    Posted over 4 years ago
    by Inogic Inogic
    • 2 Comments
    Sometimes, there is a need to perform a particular task or action repetitively over a period of time. We were in a need to create a task activity after every 2 days against an account. This can be done by creating child workflow and call it from...

  • Microsoft Office Accounting Integration Link with Microsoft Dynamics CRM released which supports Dynamics CRM version 4.0 On-Premise/CRM Online/Partner Hosted

    Posted over 4 years ago
    by Inogic Inogic
    • 2 Comments
    Microsoft Office Accounting is one of the most popular accounting packages from Microsoft for small and medium industry. Dynamics CRM is one of the most popular CRM systems being deployed by Microsoft consultants. Linking the two applications has been...

  • Use of Shared Variables in Plugins

    Posted over 4 years ago
    by Inogic Inogic
    • 2 Comments
    Apart from the various improvisations of Plugin over Callouts, is the ability to share data between events of an entity. This option was not available when working with Callouts in CRM 3.0. The workaround we used then was to create an attribute and store...

  • Append v/s append to

    Posted over 3 years ago
    by Inogic Inogic
    • 2 Comments
    Append and Append To are two privileges that most user are not very clear about regarding their functionality. In this article we try to explain the difference between “Append” and “Append To” Privileges and how it affects the user access. Append and...

  • How to read the record selection from the ISV buttons added to the Grid

    Posted over 3 years ago
    by Inogic Inogic
    • 2 Comments
    The buttons added to the CRM grids allow the user to select multiple records from the Grid and perform the said operation on all the selected records. It is very easy to add a button on an entity grid. You need to add the button tag to the Grid section...

  • XRM sdk de-mystified

    Posted over 2 years ago
    by Inogic Inogic
    • 2 Comments
    Well, it has been a while now since the XRM sdk is out and we have been exploring it. XRM sdk does make programming a lot more easier and most certainly there are a lot fewer lines of code that need to be written. With the CrmSvUtil tool you can...

  • Odd/Even Page Header/Footer using SRS Reports

    Posted over 2 years ago
    by Inogic Inogic
    • 0 Comments
    There have been times where you need to provide a different header on one page and another on the second page or say every alternate page. This concept has been provided in MS Word, where you are allowed to setup a Odd Page Header and an Even Page Header...

  • Add a button to create a new related record

    Posted over 1 year ago
    by Inogic Inogic
    • 0 Comments
    To create a new record for a related entity we need to move to that related entity view in the Main form and then use the add button there to actually open a new form for the related entity. At times this is considered time consuming and it would be good...

  • Price List Lookup does not show up any Price Lists in Opportunity form

    Posted over 3 years ago
    by Inogic Inogic
    • 1 Comments
    The Price List Lookup on the Opportunity form, displays the price lists for the currency selected on the Opportunity. If no price list has been created for the specified currency it would not show any price lists in the lookup. In our case this was not...

  • How to Increase the Tab limit in CRM Forms

    Posted over 3 years ago
    by Inogic Inogic
    • 1 Comments
    By default the max number of tabs allowed in CRM Form is 8. The max tab limit is defined in JavaScript of formeditor.aspx. This page can be found at the following location “\Microsoft Dynamics CRM\CRMWeb\Tools\FormEditor”. You can change the count specified...

  • CRM data dictionary

    Posted over 3 years ago
    by Inogic Inogic
    • 0 Comments
    To check the CRM data dictionary you can browse to http://<ServerName:port>/OrganizationName/sdk/list.aspx where ServerName: Name of the server with port number. OrganizationName: Name of the organization. The data...

  • Convert / Migrate Goldmine Email History and documents to Dynamics CRM

    Posted over 3 years ago
    by Inogic Inogic
    • 1 Comments
    We have noticed that a lot of Goldmine users are migrating to Dynamics CRM with the requirement to have the Goldmine History brought over in CRM. While it is very easy to get the Company/Contact information from Goldmine to CRM, one of the sore points...

  • Shortcut to add new records for related entities

    Posted over 4 years ago
    by Inogic Inogic
    • 0 Comments
    CRM navigation especially for adding related entities like activities/Contact/Quote Products etc is quite tedious and time consuming. You can add a shortcut for most of these on the main form and save quite a few clicks in the process. First decide...

  • Error "Sub reports within table/matrix cells are ignored" when exporting SRS Reports to Excel

    Posted over 4 years ago
    by Inogic Inogic
    • 1 Comments
    If you make an SRS report that uses Data table and has sub-reports included, you will see the below error when the report is exported to Excel. Export to PDF format works just fine but when you export to Excel the excel file will not show the details...
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