Introduction: In previous blog, we discussed some formatting for Markdown language. Some more display of text-stuff will be discussed in this blog. Blockquotes: A blockquote is a sentence or paragraph that’s been specially formatted to draw attention to the reader. To create a block quote, all you have to do is preface a line with … Continue reading Markdown Language use in Postman Documentation- Part 2 →

Introduction: Formatting text in Markdown has a very gentle learning curve. It doesn’t do anything fancy like change the font size, colour, or type. All you have control over is the display of the text—stuff like making things bold, creating headers, and organizing lists. Styling: Bold and Italic: 1) To make a phrase italic in Markdown, you … Continue reading Markdown Language use in Postman Documentation- Part 1 →

Introduction: Postman is the complete toolchain for API developers. It supports every stage of API Lifecycle and in this blog, we will have a look on how a beautiful web-viewable document can be created. Postman’s API documentation feature lets you share public and private API documentation. Pre-requisites: 1) Postman 2) Web service already created. Steps … Continue reading Postman Documentation for Web Service →

Introduction: In this blog, we will have a look on how a web service can be published on IIS and made publicly available. Description: Publishing is the process to make an Application code suitable to host on the Server by merging DLLs and keeping only the required UI code. The steps required for hosting a … Continue reading Publishing Web Service on IIS using File System Method →

Introduction: This blog consists of information on how you can find the users having specific privileges and in which role they have the privileges. Solution: Make use of the below Fetch XML to identify who has access to prvReadAccount related to his Role. The fetch can be performed on System User level or for teams. … Continue reading Identify Users having specific privileges →

Introduction: This blog consists of information on how you can find the triggering parameter of the Workflow. Scenario: There are many workflows on update of a record and which workflow is triggering for which fields and on which fields the workflow is dependent on. It may be handy to identify which fields are being used … Continue reading Trick to find the fields Workflows trigger on →

Introduction: This blog is the continuation of Part 1 and it will show you the code that are required for the action to work and the workflows created in CRM. Steps: 1. Add a button on marketing list using Ribbon Workbench and script which calls the action. 2. Create an action “MailChimpBatchCreateCall” that triggers on … Continue reading Dynamics CRM Marketing list members sync with MailChimp- Part 2 →

Introduction: This blog will depict an idea on how we can integrate the members of CRM Marketing List to MailChimp Marketing List. Description: We had a requirement to add all the members from CRM static marketing lists to Mail Chimp marketing list. There were many marketing lists in CRM and exporting/importing data for each marketing … Continue reading Dynamics CRM Marketing list members sync with MailChimp- Part 1 →

Introduction: Managing and understanding security roles in CRM can be tough. One of the Tools on Xrm.Tools is a Security Role Explorer, which tries to help make it easier. Steps to Compare roles in CRM: Go to xrm.tools site on browser. Click on Explore Roles Now button on the left most corner. You need to … Continue reading Compare two roles in CRM →

Introduction: This blog consists of information on adding notes section in to your form and the difficulties faced while adding the notes section. When to use notes on entity forms: Notes are quick, easy and create a time-stamp. You can use when temporary and not critical information need to be shared with others. Prerequisites: 1. … Continue reading Adding notes section on entity forms in Dynamics CRM →