During one of our projects we got a requirement to show related entity fields, based on the lookup selection, just like the Quick Entity View feature that we have in Microsoft CRM 2013, so I thought of replicating that for Microsoft CRM 2011. In this article I am sharing code and how to do that so that it can help… Read more »
Did you ever get a requirement to decrease your product’s quantity on hand value by 1 using OOB workflow ? We found one post in Microsoft Development Forum and thought of writing this blog post so that it can help other CRM folks. Let’s say we are using case entity and when a case is resolved we need to decrement… Read more »
In our last post we explained how we can hide ribbon button on MS CRM 2011 entity form manually by modifying ribbon xml, in this post we are going to explain how this can be implemented using ribbon editors addon available in market. We are going to use Ribbon Workbench for CRM 2011 for this demo, so let’s start: Step1:… Read more »
In previous post we started creating custom workflow to get lead created day and assign all lead created on Sunday to Alan, we have completed code to get lead created day, so let’s now write function to get user id for Alan and assign all lead to Alan if lead created day is Sunday. 13. Create function to get userid like… Read more »
If you are a fresher in Microsoft CRM development and want to learn how to write custom workflow for Microsoft CRM 2011/2013/2015, then this post is for you. Let’s consider one scenario Company Xrm used to get many leads on weekend, but none of their existing sales executive wants to work on weekend, so they have recently recruited one part… Read more »
MS CRM 2011 introduced a new feature to create custom activity type entity. While creating custom activity type entity, even if we will enable Notes (include attachments), we won’t get Attach File button just like we used to get in any custom entity where Notes is enabled. So what if you want to get that button?? you just need to… Read more »
If you are a sales person and using MS CRM 2011, I am sure you will be interested in your connection lists, so that you can easily associated/disassociate yourself with MS CRM records like account contact. So how can you see your connection through OOB way, you need to follow below steps: Navigation Setting->Administration->Users->select your record and open it. Navigate… Read more »
In this post I am going to show, how easily we can integration bingmap in MS CRM 2011. I am going to create a html webresource which will show account’s city location on bing maps based on city address. Here are the steps to implement the same First steps is to get Bingmap developers key. Create an html page and… Read more »
MS CRM 2011 solution provides facility to register plugin, one of the great feature that I liked, I saw some threads in MS CRM forums where user are how to register plugins using solution. So I am going to write steps that we need to follow to register plugin using Solution. Create a Solution and set required information. Included required… Read more »
In this post I am going to show how to add new group in existing tab. You can check my previous post to add button on exiting group. We need to follow the same steps from 1-5 and then follow below steps. 6. Add a Group node to create a new group. <Group Id =”MyTest.Account.Form.CustomAction.CustomWeb” Sequence=”60″ Title=”CustomWeb” Template=”Mscrm.Templates.Flexible2″> <Controls Id… Read more »
