Thursday, December 11, 2014

Global Search Feature of MS CRM 2015

Initially we have to use other plugins to use this feature in MS CRM earlier versions but now in MS CRM 2015 web client is also available by MS it self.

User can see the box in top right navigation bar , there you can enter the text for searching and MS CRM 2015 will provide the results with related entities list .

You can further filter records with Filter With dropdown is just next to Global Search Text Box.


 You can also configure the quick find global search . for this follow the below steps:

Settings > Administration > System Settings > Set up Quick Find




 You can add maximum 10 entities for global search using select button, and also can change the order of entities in which they appear while searching . Internally global search use quick find column to search data.






What topics you need to cover to be a good MS Dynamics CRM developer

Here are following few topics you need to be good for be a good MS Dynamics CRM developer


  1. Good Knowledge of  existing entities are going to be used in MS Dynamics
  2. Create New Plugin,Deployment of Plugin and debug the plugin
  3. Java Script
  4. Solution
  5. Dialogs
  6. Reports(Bids and SSRS )
  7. Data Import (Scribe and SSRS)
  8. Workflow Process

Sunday, November 16, 2014

Create a simple workflow in MS CRM 2013 with Email Template

I am going to create a simple workflow in MS CRM 2013 that will sends an email whenever new account is created.

We can use account template of email to for  email content or we can create our own email template also .

For creating our own email template .

Go to Settings => Templates = > Email Templates 
Click on New 
it will open a dialogue box which will ask for type of Email templates. Here we are going to use
Template Type = Account .


A new window will open and ask for info related to Template like subject and body of message. you can add fields info also in subject or body content.



After valid input press save and close button . Now email template is ready . You can check that in Email Templates list also with Email Type is Account .

Next our task is to create a workflow for this . Please follow following steps.

Please Go To Settings = > Processes => New 

This will open a new window with required info about process . We are going to create a New Blank Work flow. Now press OK .

In the nex window Select following options

Scope = Organization and Start When = Record is created.

Now selects the first row and click on Add Step

here you can select send email  choose "Use Template" and click on Set Propeties to set the To and From options. 

Now click on save and Activate the Process. 




Now you will be able to see your process in Process list with name of  
"Send Email To verify account"


Now go to  Sales and Account and Create a New Account by click on Create .

After creating a new account you can see the status of your workflow by  Clicking on

Settings => Processes => Your WorkFlow name

and new window will open , now check process session it will show you the status of your process.


Note : here i am using web hosted version of MS CRM 2013 for example . 




Sunday, June 15, 2014

minimize the window on cross button click event just like skype or other VOIP apps in WPF

I have to create a WPF app where user click on cross button its should minimize the app on task bar instead of closing , its same as skype perform.

        xmlns="http://schemas.microsoft.com/winfx/2006/xaml/presentation"
        xmlns:x="http://schemas.microsoft.com/winfx/2006/xaml"
        Title="MainWindow" Height="350" Width="525" Closing="Window_Closing">
   
     
   
 private void Window_Closing(object sender, System.ComponentModel.CancelEventArgs e)
        {
            WindowState = WindowState.Minimized;
            e.Cancel = true;
        }

Friday, June 13, 2014

Laziness, Impatience and Hubris

"The three chief virtues of a programmer are: Laziness, Impatience and Hubris." - Larry Wall

Laziness: I'm too lazy to do the same task repeatedly so write scripts to do that task for me. This makes people think I am intelligent.

Impatience: I'm too impatient to wait for my code to run so rewrite the code to improve performance. This makes people think I am a good programmer.

Hubris: When someone asks if I can do something I just say Yes, then go find out how to do it (Google!). This makes people think I can do anything.

Ultimately, it means I can make a career out of being Lazy, Impatient, and Hubris tic(?).

Saturday, May 3, 2014

how to run sql script from command prompt in sql server window


Just type in cmd prompt following command . Please change servername\instanceName with your original Database server name and file location before running this script. 


 sqlcmd -S ServerName\InstanceName -i E:\31october\demo.sql

Friday, April 18, 2014

the type or namespace webget could not be found

In "project properties" make sure your "target framework" is set to : .NET Framework 4
and not: .NET Framework 4 Client Profile, or any lower .NET version.
You need to reference the System.ServiceModel.Web DLL.
Right-click the 'References' folder in your project and choose 'Add Reference...'. Scroll down 
to System.ServiceModel.Web and click 'OK'.