CRM Tip: Automatically Creating document from Word Template and attaching to Record

Background In Dynamics CRM, one of the common requirement customer have is to Run a report and save the copy of the report (PDF/ Word/ Excel) as notes/ attachment on the record or send the created document as email attachment to customer. Sounds an innocent requirement, right? With CRM online, it is NOT. What we …

XRMToolBox – Important tools for Admins and Developers

What is XRMToolbox XrmToolBox is a Windows application that connects to Microsoft Dynamics CRM, providing tools to ease customization and configuration tasks. It is shipped with more than 30 plugins to make administration, customization or configuration tasks easier and less time consuming. XRMToolBox is free of cost, but you can donate to support development. In …

CRM Best Practices

This blog will have links of all the CRM Best Practices which means this will keep on updating as and when I find anything new or useful for CRM (read CRM Online) Workflow Wait Conditions: Best Practices- https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2012/11/26/workflow-wait-conditions-best-practices-dynamics-crm-2011.aspx Open Modal Dialogs in CRM 2013 http://mscrmmindfire.wordpress.com/2014/04/23/open-dialog-box-like-crm-2013/  Attach Entity record notes/ attachment to Email in Custom Email Workflows …