Connections VS Relationships in CRM

Relationships are one the strengths in CRM and it was there from its beginning and Connections introduced with CRM 2011. Recently I had to decide whether the use CRM connections or relationships to implement a feature in CRM and I found pros and cons of using each as solutions. Also I have given my ideas according … Continue reading Connections VS Relationships in CRM

CRM 2011 Workflows being Duplicated

Imagine that only one workflow has been in CRM and only one workflow will be shown under all processes view. From advance find, it will show one workflow when queried. There's a difference between advanced find query for the processes compared to the other usual entities, when processes has been selected under "Look For" dropdown … Continue reading CRM 2011 Workflows being Duplicated

Data Migration to Dynamics CRM using SSIS – SS SLUG

Data migration is a vital part of a software project if it moving from one system to another. It is further important if the new system is a Microsoft Dynamics product like Microsoft Dynamics CRM. I was able to disscuss and to have a session at Sql Server Sri Lanka User Group October meeting. Anyone … Continue reading Data Migration to Dynamics CRM using SSIS – SS SLUG

Layered Multi Select Checkboxes – Custom Controls in CRM – Part 2

Layered multi level checkboxes challenge can be acheived by using CRM Optionset control and javascripts too. However there is a technique to be used to identify parent and child levels of the multi layered checkboxes. Each picklist item's value can be used to decide the layer of the checkbox. Control looks like this in the … Continue reading Layered Multi Select Checkboxes – Custom Controls in CRM – Part 2

Multi Select Checkboxes – Custom Controls in CRM – Part 1

Multi select check boxes control is a very essential control in web forms. Some times client needs exactly the same feature in CRM forms as well. When the requirement is to develop a dynamic multi select checkboxes control its really difficult for the developer to implement the feature in CRM. CRM developers will have a … Continue reading Multi Select Checkboxes – Custom Controls in CRM – Part 1

Disable Required Fileds When Hide Tabs in CRM 2011

There are requirements to hide tabs according to the selections in the form and if any tab contains required fields it will display them automatically and asking user to fill those fields when saving the form. Following Javascript function will disalbe all the controls in the tab and then it will not ask user to … Continue reading Disable Required Fileds When Hide Tabs in CRM 2011

Intellisense for Xrm.Page in CRM 2011

In CRM 2011 javascripts for crm forms can be stored externally as web resources and those are no longer embedded in CRM forms. Javascripts in web resources can be edited using an external editor. Visual Studio IDE provides intellisense to the Javascripts in Xrm.Page with the help of XrmPage-vsdoc.js. It works with Visual Studio 2010 … Continue reading Intellisense for Xrm.Page in CRM 2011