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Introduction In this blog, I have explained how to create an email record in CRM by executing SSRS report and exporting as a PDF attachment to the email. This is frequently asked requirement by many clients and it is very simple to execute SSRS re...
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Problem Statement Many times we came across the scenario to have links in email templates and make the email template better in presentation aspect with the help of HTML. This blog explains how can you add hyperlink with friendly URL in Email tem...
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We have observed that many times when we access CRM environment, somehow we get to see below error notifications. Most of the times these errors are not related to our custom development. So, when we are in meeting, or showing product demo to ...
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Introduction In last release Microsoft introduced Next Generation Search (AKA Relevance Search) as a preview feature. In the latest release, i.e. November 2016 update, Microsoft has made this feature generally available. In this blog, I have cover...
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Introduction With latest release of Dynamics 365, Microsoft has restricted skipping BPF stages and throws above error. When we try to change BPF stage programmatically and if we skip any BPF stage, then user will get above error. Understand the er...
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Introduction In this blog, I have explained what should be the base currency of an organization and what problems you may encounter if you do mistakes in selecting it. What is organization’s base currency? Organization’s base currency is the curre...
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Introduction In this blog, I have explained how an alternate key column can be used to import the data into CRM using OOB import/export facility. We get frequent requirements to perform initial data load for customers and contacts. In almost all c...
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Note: In this article, I am creating a view in CRM Plugin. 1. Create instance of IOrganizatinoService class to communicate with CRM var context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext)); IOrgan...
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Introduction I observed that, recently our clients are focusing more towards security aspect and hence the typical first thing they do is enabling multi-factor authentication. Now from developer’s perspective, there is no issue in accessing CRM th...
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