Recently, i added RichText Editor in MS CRM by supported way, thus thought that let’s share it.
Adding RichText editor in MS CRM is very easy. I used a solution i found on code share and modified that as per my requirements. Here are the steps to add that in MS CRM,
Continue reading “Configure HTML Rich Text Editor in CRM”
Some time we need to get entity metadata. for example we want display name of entity dynamically,
Reference you need for this…
Sample code ..
Continue reading “Entity Metadata – Basic”
So finally customer data type is available in Dynamics CRM 2016, let’s see how it can be useful in your next CRM Implementation. In Dynamics CRM customer information can be stored using two entities Account and Contact.
Continue reading “MS CRM 2016: Customer data type”
- Create a new custom entity to act as a trigger entity
- Register your plug-in(s) on the create or update messages for this newly created entity
- Ribbon customization
- If you want to keep audit of this then go with create message, so each time on call of this plugin we can create new record that will save required data as audit.
- That’s it.