CRM 2011: How to make a dashboard visible to users of specific security Role
I am stuck on a issue in CRM2011. I have created a dashboard named ABC Dashboard. I have also created a security role named 'ABC admin'. Now what I want is that ABC Dashboard is only visible to users...
View ArticleAvoiding Infinite Loop when it's not? + Plugin TimeOuts
Hi everyone,We have a plugin that needs to process a big amount of records. This can be up to 100.000+ records and even way more (depends of the organization).To avoid the 2 minute plugin execution...
View ArticleJavaScript Not Working Correctly?
I have some JavaScript that shows/hides tabs on a record based on information on the form. The code starts by hiding all the special tabs and then shows the appropriate special tabs based on the...
View ArticleRelated entity add existing button is not shown on grid
I am facing an issue i have two related entity record with entity c. When i click on sub grid of hospitalization i can see Add Existing Hospitalization button but when i click on lab test grid i can...
View Articleretrieve notes from a custom entity
There is a custom entity which has notes. I am writing a plugin to fetch the values from custom entity and pass into an external web service as parameters. along with all other attributes, i have to...
View ArticleCRM 2011 Generate Unique Identifier
I'm inclined to believe it can't be done, but I'll ask anyway: I need to create records for an entity from SQL Server, not using JScript or invoquing CRM Web Service. In order to do this, I must...
View ArticleCRM 2011 - Get and pass the current customer ID (GUID) from a Ribbon button
I'm currently creating a New Contact button and this button is to be placed in the application ribbon so the button can be reached from every entity. I can’t find any method to get the current...
View ArticleHow to Connect CRM 2011 online by using webservice Proxy class in SSIS 2008?
How to Connect CRM 2011 online by using webservice Proxy class in SSIS 2008?please provide me the step by step code please help its urgentThanks in Advance.
View ArticleWorkFlow CheckCondition "IN" Operator
Hi I want to use IN operator in Check Condition of Workflow. In Operator I select 'IN' and in Field I gave "0;1" . But when I activate my workflow it change "IN" with "EQUALS". I am not sure why...
View ArticleCheck if record exists else create a new record ,crm 2011 plugin
Hi Guys,I have 2 entities.Entity A and Entity B.I have written plugin to update a record in Entity A.This plugin also checks if there is a record with same name in Entity B.If yes it updates the record...
View ArticleError on setting reference CRM 2011 plugin
Im using the code bellow. Everything is OK until I want to set the reference of the customer (account), on the workReportItem in the last line of "var workReportItem". The code is:private static void...
View ArticleRestrict Dropdown values depending on dropdown values in another related entity
Hi,I have created a custom entity linked to appointments. This custom entity has a picklist with options of A1, A2, A3, A4.If the appointment status is Scheduled or Open, I only want A1 or A2 to be...
View ArticleSample Plugin code for AddToQueue Message
Hi All,I want to write a CRM 2011 plugin with AddToQueue message. Can anyone please share me sample code for it?Thanks,Shaleen
View ArticleMultiple lookup control instances of the same lookup field on CRM 2011 Form
Hi,I have a CRM 2011 form with multiple control instances of the same lookup field. Each of these instances is included in a differentsection (there are about 100 different sections, that could...
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CRM 2011 activity feeds - Cannot delete self created wall posts
Hi All,I am testing the activity feeds in crm 2011, I created a new post and when i select delete as shown below, it does nothing? any ideas please. Thanks
View ArticleCRM 2011 Generate Unique Identifier
I'm inclined to believe it can't be done, but I'll ask anyway: I need to create records for an entity from SQL Server, not using JScript or invoquing CRM Web Service. In order to do this, I must...
View ArticleCRM 2011 - Get and pass the current customer ID (GUID) from a Ribbon button
I'm currently creating a New Contact button and this button is to be placed in the application ribbon so the button can be reached from every entity. I can’t find any method to get the current...
View ArticleHow to Connect CRM 2011 online by using webservice Proxy class in SSIS 2008?
How to Connect CRM 2011 online by using webservice Proxy class in SSIS 2008?please provide me the step by step code please help its urgentThanks in Advance.
View ArticleWorkFlow CheckCondition "IN" Operator
Hi I want to use IN operator in Check Condition of Workflow. In Operator I select 'IN' and in Field I gave "0;1" . But when I activate my workflow it change "IN" with "EQUALS". I am not sure why...
View ArticleCheck if record exists else create a new record ,crm 2011 plugin
Hi Guys,I have 2 entities.Entity A and Entity B.I have written plugin to update a record in Entity A.This plugin also checks if there is a record with same name in Entity B.If yes it updates the record...
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