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 »
The blog will help you in the scenarios when you requires to move records from one user to another user with some conditions. Like in scenario one of your sales rep leave the organization and you need to assign his records to the newly joined rep but you also need to keep the history of… Read More »