Working with IFrames and CRM/D365E Attribute Values from Adxstudio and Portals

An oft-requested requirement as part of any Dynamics CRM/Dynamics 365 for Enterprise (D365E) deployment is a level of integration with another application system. In some of these cases, this will involve pulling through external web pages and passing them form-level attribute values, to load an external systems report, record page etc. From a CRM/D365E point [...]

Resolving ‘Link entity with name or alias account is not found’ Error When Using Xrm.Page.getControl().addPreSearch JScript Function

One of the nice things about working with lookup fields on entity forms is the ability to filter the results programmatically via a form level JScript function. The steps for doing this, thankfully, are rather straightforward: Prepare a FetchXML filter snippet that applies the type of filtering you want to perform. This can either be [...]

Why CRM Developers Should Use Business Rules More

I was working within CRM recently, attempting to configure some form level logic in order to display/hide fields, based on certain conditions on the form itself. I went into it rather gung-ho and immediately started writing the following JScript function: I then suddenly thought "Hang on - can't this be done via a Business Rule [...]

How to embed a non-CRM SSRS Report into a CRM Form

The Scenario: You are running CRM Online in conjunction with some legacy database/application systems. These systems are setup with a SQL Server Reporting Services instance that is looking to either an SQL Server, OLE DB etc. database. The Problem: You need to make data from your legacy systems visible within your CRM. The information needs [...]

Renaming CRM Composite Address Fields to the “Proper” Way

One of our company directors has a big thing for Americanisms and American spellings over the "proper" English spellings/pronunciations. So it came as no surprise that when we first showed him CRM, he immediately pointed out the default names on the Address field composite box: Specifically, he didn’t like “State/Province” or “Zip/Postal Code” (for those [...]