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Term: MS CRM 2013
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How to “Save-as” a Workflow in MS CRM 2016

By Ami Atishay on 9/26/2016

There is no Save-as option available for workflows in MS CRM. So if we need to copy a pre-existing workflow, do we have to write the whole workflow again? Well, not really.

MS CRM 2013
Dynamics CRM
MS CRM 2016
MS CRM 2011

How to Edit Chart in CRM 2013

By Anurag on 6/23/2016

You can open CRM system then follows these steps:

 1. SETTING>>SOLUTIONS>>Then you can select solution created by you. See the screen shot.

MS CRM 2013
Microsoft Dynamic CRM

Error while installing Microsoft Dynamics CRM Report Authoring Extension Setup

By Anurag on 6/21/2016
While Installing MS CRM 2016 Online SSRS reporting extension. I got the following error. First I did the obvious, I restarted the system however that did not help. Soon I realized that the issue was not related to reboot rather it was an issue with the installer. I opened the file as instructed in the error below

How to retrieve records using Fetch XML & Java Script in MS CRM 2011/2013/2015

By Sushil on 6/20/2016

Step 1: Goto https://xrmservicetoolkit.codeplex.com/, and download the folder XrmServiceToolkit.

MS CRM 2013
Fetch XML
Java script
MS CRM 2015

How to create a team and add users to it.

By Himanshu on 10/1/2015

In this blog it is explained how to create a team in MS CRM and to add member/user in it. 

MS CRM 2013
How add members in Teams
How to create team in MS CRM
MS CRM 2013
MS CRM 2015

How to assign or change manager for a registered user in MS CRM 2013?

By Himanshu on 11/19/2014

For assigning or to change from an existing manager to any other manager firstly we need navigate to the setting section in Ms crm 2013 and click ‘Administration’.

MS CRM 2013
assign or change manager

Adding New Icon in Your CRM Entity

By Siddharth on 11/6/2014

 

In this blog, I will describe how to add new icon to an entity of CRM System. To achieve this, you will require two icons of size 16x16 and 32x32. These icons can be in the format of .png, .gif or .jpg files.

 

MS CRM 2013
Adding Icon to an Entity in CRM
How to add Icon to an Entity in CRM

How to Find Total Record Count in Microsoft Dynamics CRM 2011/2013

By Anurag on 11/2/2014

Sometime one will want to know how many records are present in the system for a given entity. For example let us say you want to know how many contacts exist in your CRM system. I am sure you must have noticed that the CRM grid which shows all contact records stops counting post 5000 records. As shown in image below.

MS CRM 2013
Total Record Count in Microsoft Dynamics CRM 2011/2013

Integration between SharePoint 2013 and CRM 2013

By Himanshu on 10/6/2014

How to Integrate SharePoint 2013 with CRM 2013

SharePoint 2013
MS CRM 2013
Dynamics CRM 2013
SharePoint 2013

Scheduling Services in Microsoft Dynamics CRM 2013

By Anurag on 4/28/2014

It is allow you to view your organization’s daily, weekly and monthly schedule of service activities and appointments.

The key functional areas and entities used for scheduling a service in the Service Calendar are given below:

  • Resources
  • Work Hours / Capacity
  • Resource Groups
  • Sites
  • Selection Rules
  • Services

MS CRM 2013
Scheduling Services
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