Tag Archives: Dynamics CRM

Change Lookup Text – Originating Lead field

Some clients like to have other text shown on the lookup fields, that’s the example on the Originating Lead field that links a Lead to an Opportunity (and Accounts and Contacts), because the lookup field in the Opportunity shows the Contact name (if the contact field is filled in the Lead), if not, then the […]


Trigger Field Updates from Roll-up Fields in MS Dynamics CRM 2015

However you can trigger a business rule based on the value held in the [roll-up] field itself…


XrmServiceToolKit – Associate, Disassociate, Fetch, etc

Well, sometimes we need to do some code in Javascript instead of Plugins C#. So here is a way to Associate a relationship, in my case it was a N:N between quote and opportunity. First of all I will search if the relation already exists and after I’ll create the relation (if doesn’t exists). Associate: […]


Usage of Upsert in Dynamics CRM 2015 (Update 01)

When you take the first two letters of the word update and last four letters of the word insert then you come up with a word Upsert. Now you know what Upsert will do. Yes, you are right Upsert will either update or insert. But how Upsert defines which records to go for an update and […]


Making sense of your Dynamics CRM issues using AppDynamics

AppDynamics is a company focusing on application performance management (APM) and IT Operations Analytics (ITOA). They are based in San Francisco, CA. The Application Intelligence market has been heating up recently even more than before. With tools that present a relatively lower price point, and better results for customers, now a lot of companies that […]


Optimistic concurrency in CRM Online 2015 Update 1

Another enterprise capability has been added to the Dynamics CRM 2015 Online Update 1. Kudo’s the Dynamics CRM PG team.  This is going to ease the Optimistic concurrency enablement in the product layer. Prior to CRM online 2015 update 1, There were no concurrency lock checks out of the box and CRM always saves the […]


Create Entity with Javascript

If you need to create an Entity using Javascript, here is a way to do it: