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Blog
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Generating Word Quote Template in Dynamics CRM 2016
- December 30, 2015
- Posted by: Scaleable Solutions
- Category: Dynamics CRM 2016
17 CommentsIn this blog post we will cover how to create a custom Microsoft Word template to generate Customer Ready Quote using Document Generation feature introduced in Dynamics CRM 2016. Users can create Word templates for letters, agreements, quotes, invoices and other documents automatically populated with CRM data and generate document in just a single click. Below is step by step
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Currency Precision in Microsoft Dynamics CRM
- December 29, 2015
- Posted by: Scaleable Solutions
- Category: Dynamics CRM
While importing sales data from Microsoft NAV to Microsoft CRM 2015 Online using SSIS, we noticed that PricePerUnit in Invoice Line Items was zero for some of the Line Items in Microsoft CRM but PricePerUnit of those Line Items was not zero in Microsoft NAV. While looking more into it we realized that currency precision
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Download Note Attachment using JavaScript and REST
- December 28, 2015
- Posted by: Scaleable Solutions
- Category: Dynamics CRM, JavaScript, REST
In an earlier post we covered how to upload note attachment using JavaScript and REST. In this blog post we will learn how to download the note attachment using JavaScript and REST. We have made a custom grid for displaying notes in the Microsoft Dynamics CRM as shown in the screenshot below. Whenever some one clicks
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Microsoft Dynamics CRM Plugin Best Practices
- December 28, 2015
- Posted by: Scaleable Solutions
- Category: C#, Dynamics CRM
Here are some practices which developers can adopt to write efficient Dynamics CRM Plugin. 1. Entity Check Always check if the plugin is fired from your target entity e.g if you want your plugin to be executed from the Account Entity you can specify following check to ensure that. 2. Write Plugins that execute Faster Performance is the key
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Create Activity and associated Activity Party using JavaScript and REST
- December 28, 2015
- Posted by: Scaleable Solutions
- Category: Dynamics CRM, JavaScript, REST
In this post we will learn how to create an Email Activity and associated Activity Parties using JavaScript and REST.The sample code used below is to create an email activity for quote. You can change it as per your requirements. We are providing Subject, Description, Regarding (Regarding to that Quote), From (Passing it Owner) and To
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Convert Date from UTC to User Time Zone using TimeZoneInfo Class
- December 28, 2015
- Posted by: Scaleable Solutions
- Category: C#, Dynamics CRM
Microsoft Dynamics CRM store Date/Time fields after converting them into UTC format. Each user has a Time Zone Code associated with their user settings. There is already a request named “LocalTimeFromUtcTimeRequest” to convert UTC time into the user time zone. We have to pass DateTime in UTC, TimeZoneCode (Which we can retrieve) and IOrganizationService. When we
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Open New Activity Form with Regarding and PartyList Field Prefilled
- December 28, 2015
- Posted by: Scaleable Solutions
- Category: Dynamics CRM, JavaScript
Xrm.Utility.openEntityForm() is used to open a new entity form. But if you are required to open the form with some fields prefilled you can pass it as parameters. In this post you will learn how to open a phonecall activity form using openEntityForm with “Regarding” and “Call To” fields prefilled by passing as parameters. In snippet
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Set Currency Format based on User Settings through JavaScript
- December 22, 2015
- Posted by: Scaleable Solutions
- Category: Dynamics CRM, JavaScript, REST
If you are working on a custom HTML web resource which displays different currency formats for different countries and regions, there comes a need to set the currency format according to user settings in CRM. In this tutorial we’ll learn how to format the currency accordingly. First of all retrieve Number Separator,Decimal Symbol, Currency Decimal Precision and Currency
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Retrieve Activity Party using JavaScript and REST
- December 22, 2015
- Posted by: Scaleable Solutions
- Category: Dynamics CRM, JavaScript, REST
An activity party represents a person or group associated with an activity. An activity can have multiple activity parties. There are 11 activity party types in Microsoft Dynamics CRM. The activity party type is stored as an integer value in the ActivityParty.ParticipationTypeMask attribute. The following table lists the different activity party types, the corresponding integer value
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Upload Note Attachment using Javascript and REST
- December 22, 2015
- Posted by: Scaleable Solutions
- Category: Dynamics CRM, JavaScript, REST
Adding notes (annotations) in Microsoft dynamics CRM through custom client side code can be tricky especially when it comes to uploading attachment files. In this tutorial we’ll learn how to create a note and upload attachment using REST. First of all we have made a custom HTML form as shown in the screenshot below It
I can highly recommend Aamir and the whole Scaleable Solutions team for the software development work that they have done – both expediently and accurately. They are very proficient in Dynamics 365 development.
Alex Kazansky
Director of Dynamics 365 Development, Broadlook Technologies
After evaluating a few Dynamics 365 companies we decided to work with Scaleable Solutions because of their professional approach and ability to make changes to what we wanted. They were very good at understanding our requirements and possess the ability to deliver on time and at budget. I appreciate their promptness, quality of work, Dynamics 365 expertise and would recommend their services to everyone.
Robert Van Patten
Operations & Project Manager, Symmetry Elevating Solutions