Sometimes you write applications that contains some logic, that require you to create steps for your plugin based on other entities. For example, if you have an AutoNumber solution, you can create a plugin step for a particular entity every time you create a new AutoNumber record.
In a recent post we showed how to retrieve all the team members of a particular record. This was different then using the default My Team Comments view, and we showed the relationship that is needed.
We recently had a requirement to add an approval process to an entity in CRM. This was a custom entity (Comment), where most of the fields were prepopulated from the web, but had a response field that had to go through multiple layers of approval/review. The review process was once the comment was received it would be assigned to a responder, which would then go through manager, legal and director approvals.
Many times we encounter an external application that requires a solution to be installed in your CRM environment, but it might not be there or we might require to upgrade an existing solution.
CRM 2013 has a new feature that allows displaying Posts, Notes and Activities within a single control (using the Updated Forms). We can easily add this new control to the form by clicking on the Notes ribbon icon on the Insert Tab of the Form Customization.
Although CRM provides a duplicate detection process that can be configured using the User Interface, many time when developing application for CRM, such as Import Manager or Synchronization application, you require to create your own duplicate detection rules, execute the duplicate detection process and retrieve the results of the duplicates from within your application.
The ExecuteMultipleRequest message was added to the December 2012 Service Update (UR12) in CRM Online and CRM On-Premise, which accepts a collection of message requests, executes them in the order of the input collection and can return a collection of responses that contain the response for each message that occurred or if an error occurred. The CRM SDK version 5.0.13 is required to use the ExecuteMultipleRequest.
Many CRM application that are written for Microsoft Dynamics CRM require to authenticate a user with any Microsoft Dynamics CRM deployment. This sample in this article demonstrates how to connect and authenticate a user with Microsoft Dynamics CRM On-Premise or Microsoft Dynamics CRM Online (using both Windows Live Id and Office 365 credentials).
Our CRM to Web Form 2011 is not Microsoft Platform Ready for Windows 2008 R2 and Microsoft Dynamics CRM.
CRM to Web Form provides the ability for uses to design forms in CRM and publish them to an asp.net or SharePoint web site.
Brite Global has just released the first version of its Internet Lead Capture software.
Internet Lead capture enables customer to easily and quickly design forms within CRM and publish them on their web site.
