using Context.SaveChanges() for multiple new entities combined with plugin steps
Hi,I've got the following scenario:Create an Invoice (invoice entity)Create a payment transaction (paymentTrans entity)use AddLink() to link the above entities via 1:N relationsihpcall...
View ArticleCRM and Sharepoint integration question
In CRM, each account has a rank code. In Sharepoint, there is some documentation say for rank code 1, 2, 3 but not for rank code 4.I have CRM account with rank code 4. THe design is:On the CRM form,...
View ArticleCustomizing Document Repository View
Has anyone know or seen an example on creating a custom view to SharePoint Document Library. If so could you please help me with the link.Thanks and Appreciate itPhilipPhilip
View ArticleCrmSvcUtil.exe Secirity Error
I am new to Dynamics CRM. iam try to generate the proxy class using CrmSvcUtil.exethis is my commandCrmSvcUtil.exe...
View ArticleCRM workflow If condition?
Hi All, is there any possibility to run a workflow by checking the date.(Eg) Date field contains (2/20/2013) and today date is (2/20/2013) so i need to trigger a mail for specific user. Is...
View Articlehow plugin unsecure configuraction parameters are public?
Hi,I have a question in mind since long time that how plugin unsecure configuration parameters are public? And secure configuration can see only administrator. After connecting to pluginreg tool...
View ArticleExtend/Change Recalculate Order button results
Hi there,I'm looking at changing the Order Recalculate function because I added some fields both in the "Salesorder" Entity and "Salesorderdetail" Entity.I've been investigating and debugging this and...
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Code validation question
(re-posted from generic CRM section)Ran the code validation tool to try and figure out where my headaches are for UR 12 and the picklist solution we are using...
View ArticleHow to identify fields created by cloudcrm_.
I tried to import metadata browser to solve my issue but unable to see this metadata browser under the customization area after publishing all customizations.can some one help me to solve my problem.
View ArticleCRM 2011 Email Workflow Dynamic Values for Custom Entity
Hi all, I'm running CRM 2011 on premise.I have a custom Entity that I would like to create an email workflow for. When I create the Send Email step and begin to create the email, there don't appear to...
View ArticleRegarding Webservice how to set a default lookup value
Hi all,Please help me how to use a web service inorder to create a record in an contact entity with a default lookup field value in crm 2011.Thank you.
View ArticleOne-Click Email Quotes?
Right now, our back-office uses Dynamics NAV, and we have an option to "mail quote" - which saves it as a PDF and attaches it to an email in one step so they don't have to "print" it, select a PDF...
View Articlebookmark section
Is it possible to bookmark a section. scenario is that we are saving incomplete forms in the system and when the user comes back we want to indicate where he left off.
View ArticleIssues debugging with Plug-in Profiler when using LINQ queries
First of all, I really really like using the Plug-In Profiler to debug CRM assemblies. However I have been noticing that if I have LINQ queries in a format like(from x in myCrmService.ContactSet where...
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CRM 2011 - Limit owners to teams
Hi,I have a requirement to limit owners lookups to teams only (user should only be able to select teams as owners and not users).The following script does it in Create...
View ArticleHelp
Hello,I have a back up file from MS Dynamics. I am trying to convert into CSV/Excel. I loaded the file into an SQL server and I was able to get the data in Excel format. I have a field called Client...
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CRM 4.0: Setting up a Quick Find in the view of an entity based on two columns
Hello all,I have a requirement to enable users to search for a location (custom entity) using civic and street name e.g. 123 Main St. At the moment CRM allows us to do quick find only based on one...
View Articleusing Context.SaveChanges() for multiple new entities combined with plugin steps
Hi,I've got the following scenario:Create an Invoice (invoice entity)Create a payment transaction (paymentTrans entity)use AddLink() to link the above entities via 1:N relationsihpcall...
View ArticleCRM 2011 RC - Passing Parameter to Left Navigation Link in Details form (not...
Hi,I have a external application link to which I wanted to pass values from entity form controls.I tried attaching onclick event inside form load but its not working.Is there any other way to pass...
View ArticleCRM 2011 - Pie Chart of Orders, broken down by Parent Account?
Hello everyone,I've only posted once before, when we were on CRM 4.0 (thanks again for the help then!). We're recently switched to CRM 2011 , which has brought up new questions.In particularly, I've...
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