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Take Signature in CRM Application

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Hello, many times we’ll get requirement to add Signature into CRM form and put it into some reports for some Documents. You can export that Signature into Reports as well as in Word templates. So here is your answer... Create Web Resource of HTML: Add below code to it: -------------------------------------------------------------------------------------------------------------------------- <html><head>       <title>Signature</title>       <script type="text/javascript" src="https://ajax.aspnetcdn.com/ajax/jQuery/jquery-2.1.1.min.js"></script>       <script src="new_jSignature.min"></script>   <meta><meta><meta><meta><meta><meta><meta><meta></head>       <body style="word-wrap: break-word;">         ...
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Copy Subgrid data from one entity to another entity

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Hello, We can copy data from one entity to another using System workflow. But many times we are getting requirement of copy Subgrid from one entity to another entity. So here is your answer... Subgrid is nothing but the relationship between two entities. So if you want to copy the Subgrid then, you need to create relationship with the record and Subgrid records. This can be achievable by writing custom workflow or Plugin. Let’s take an Example as we want to Copy Subgrid of C from Entity A to Entity B. In Entity A we have condition, on change of record "Copy Record from A to B" to "Yes", Subgrid Entity C should be copied from A to Entity B Entity A: Entity B: So I am creating System workflow, in which I’ll call Custom Workflow: Steps to follow: Let’ first create Custom Workflow: 1. Retrieve all record of Subgrid C from entity A using relationship condition QueryExpression query_data = new QueryExpression("new_entityc...
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Explaining Attachment Management Solution for Dynamics CRM/365 Online

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Hi Folks, this is our first blog for the community. Usually while working with Dynamics CRM Online, many of us faces a problem to manage attachments inside the storage space of Dynamics CRM. Customer has to pay a lot for the storage of the unstructured data usually. Earlier there was only solution to address the attachments or i would say documents by using SharePoint with Server side Integration Dynamics CRM. But with the latest release of Microsoft CRM and Good features of Azure, now it is possible to manage attachments in Azure Blob storage. In this blog, i will explain how you can quickely setup Attachment managment solution with your CRM Instance. To start with, You need to have a Azure account first. And create a new Resource group in it (You can use existing Resource Group as well)
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