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.
We recently got into a situation where a client wanted to have a view that will display all the records of all the users that belong to the same team as the logged in user. Originally we thought it would be easy, but it happens to be slightly more complex.
Our CRM Exchange Sync tool has just been released, now with additional functionality and support for additional environments.
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.
Windows 10 has been released, and Microsoft offered a free upgrade to licensed Windows 7 and Windows 8 users. Windows 10 ships with a new browser called Microsoft Edge, which introduces some great new features and let go of some older capabilities of Internet Explorer. These changes will require CRM to be updated.
Today, Microsoft release Windows 10 in 190 countries. The launch of Windows 10 is being deployed to millions of people and organzations around the world.
Recently we have encountered an issue where a domain admin (and local admin) account was trying to access the SSRS Report Manager and Report Server web sites and was getting the following error:
User DOMAINUserAccount does not have the required permissions. Verify that the permissions have been grated and Windows User Account Control (UAC) have been addressed.
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.