Showing posts with label Shortcuts. Show all posts
Showing posts with label Shortcuts. Show all posts
Friday, January 6, 2012

Read Form Id or Form XML of a specified entity form

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CRM 2011 now allows multiple forms to be designed for an entity and based on the security roles display the appropriate form. During the dev...
Monday, September 14, 2009

Add Shortcut button for new Activity on CRM toolbar

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Some time back we had posted a script that would allow you to create an ISV button to bring up the new activity form (phone call, appointme...
Sunday, June 7, 2009

Call Workflow from ISV button

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We had once given an option to one of our customers to perform an action using on-demand workflow. We provided them with the steps to run th...
Tuesday, February 24, 2009

Bulk Edit records of any entity in CRM

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We can easily edit a record in crm. But what if we need to edit a field of all records with same value. So here, Instead of opening records ...
Monday, February 16, 2009

Shortcut to open any record in CRM

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There are a couple of generic urls that would let you open any type of record in CRM If you need to open any type of record but don't kn...

Shortcut to create activities for an account or contact

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CRM Forms already have a button to quickly send an email. The "Follow up" button allows you to quickly create activities, however ...
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Friday, February 13, 2009

Shortcut to Add notes and attachments

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You need to navigate to the Notes tab each time you need to add a note. Also the shortcut to add a quick note in CRM does not show up the no...

Shortcut to add new records for related entities

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CRM navigation especially for adding related entities like activities/Contact/Quote Products etc is quite tedious and time consuming. You ca...