Tasks 365 SharePoint 2013 Hosted App – Integrating CRM 2013 and SharePoint 2013 online.

Tasks 365 is a SharePoint Hosted App that let the users manages all their active tasks both in SharePoint Portal and CRM 2013 online at a single place through Calendar Interface.   It demonstrates one possible way we can integrate CRM and SharePoint. More Details on the feature http://download-codeplex.sec.s-msft.com/Download?ProjectName=tasks365app&DownloadId=770652 Earlier it was created as an…

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Workflows in CRM 2013

In CRM 2013 we can create synchronous (real time) workflow. Go to Processes à New Processs à Select Category as Worfklow Make sure that the “Run this workflow in the background (recommended) checkbox is unchecked else it would create an asynchronous workflow.   Another new feature that we have in CRM 2013 is the Execute…

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Setting Default values for New Record Form using Form Query String Parameter Tool in CRM 2013

The Form Query String Parameter Tool in CRM 2013 (CRM 2011) can be used for quickly creating the URL that can be used to set default values for the New Record Form Download the managed solution http://download.microsoft.com/download/7/0/F/70F64BCE-35BC-43EB-8F64-68BD10512F73/FormQueryStringParameterTool_1_0_0_0_managed.zip Open the configuration page of the managed solution Click on Open the Form Query String Parameter Tool Select…

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Auto Save in CRM 2013

Auto Save is a new feature in CRM 2013 forms. After the record is created and the record is edited first time, the auto save occurs every 30 seconds. Auto Save feature is not configurable i.e. its duration cannot be set. It can be disabled at organization level for all the forms. Settings –> System…

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