We had a requirement to do some calculation and update self record of custom entity. We have created a plug-in and registered it on post operation of update event. The code was reading the post image, updating some fields and updating the same. The plug-in was working fine for single record. But when two records… Read More »
CRM 2011 introduced the feature to design more than one form for an entity and assign form to users based on their role (Role Based Form). It has also included a feature where by it would automatically open the form that was last used by the logged in user for that entity. If you would… Read More »
Synchronous methods to create, update and delete the records for the Account entity through JSON. These methods works synchronously. Create Records: To create the record into the CRM, you need to create an object for that record. After that you need to create the object of the XMLHttpRequest and open this request through “POST” method… Read More »
Common knowledge is that we can make JSON requests through scripts in CRM 2011 to retrieve data from CRM entities. However, the JSON request works asynchronously i.e it does not return the results immediately and the control moves to the next line of code to be executed. It so happened during one of our development… Read More »
CRM 2011 includes the feature to enable script on the bulk edit form. By default the scripts are disabled for bulk edit forms. To enable the script for Bulk edit forms check the below syntax See below detailed descriptions for the attributes. Steps to enable the script on bulk edit form:– Include the entity for… Read More »
In the CRM 2011 online if you want to create your custom SSRS report then here is the trouble, you cannot create the report directly using the SQL Queries as you do not have access to SQL Server. For this reason MS has provided BIDS tool for Dynamics CRM 2011. You can download this tool… Read More »
With CRM 2011, you now have the concept of including resources within CRM that can they be used to display on CRM forms in IFRAMES and buttons and other customizable objects in CRM. A web resource in CRM can be any of the following Here we take an example of adding a custom html page… Read More »
CRM SDK provides way for you to include the debug details about your plug-in in case you need to trace the plug-in execution. For this you will have to initialize the “ITracingService”. The service provides way to trace the details and display it whenever plug-in fails and throws an exception. //Initialize the serviceITracingService tracingService =… Read More »
CRM 4.0 provided the ability to define the relationship between entities using the Relationship feature. However this was only available for defining relations between Account, Contact and Opportunity. This concept has been enhanced further with the introduction of Connections in CRM 2011. Moreover, this has now been extended to include any entities including custom entities… Read More »
Recently we tried to upgrade a highly customized CRM 4 install to CRM 2011 and thought it would be worthwhile to list out our findings for the benefit for all. CRM 2011 supports both in-place upgrade as well as a fresh CRM 2011 install with a later CRM 4.0 organization import into CRM 2011. We… Read More »