Working with MS CRM 2011 data types

I have seen many question in MS CRM Development where developers asking for MS CRM 2011 data type related question, like how to set lookup field, how to set/retrieve optionset value. so I thought to write code to show how we can set different data type field in MS CRM 2011. Below is the example to create account using late… Read more »

Fetch team members for selected Team

I got one requirement to get all team members based on team, so I thought to share code here so that it can help other crm developers. you can use below code private EntityCollection GetTeammembers(IOrganizationService _iService,Guid TeamID) { EntityCollection _Teammembers = null; Guid _UserId = Guid.Empty; EntityCollection col = new EntityCollection(); QueryExpression _Query = new QueryExpression(); _Query.EntityName = “systemuser”; _Query.ColumnSet… Read more »

InstantiateTemplateRequest using Javascript – MS CRM 2011

If you want to create new email using template or want to place email template contents to email while replying, you need to use”InstantiateTemplateRequest” to initiate email template. It has three below parameters TemplateId (ID of the email template that you want to use) ObjectId (associated entity record id, (for example you have used data field from user entity then… Read more »

MS CRM 2011 Technical Interview Answer Part -2

• What is the use of document location entity in MS CRM 2011. o Document location entity is used to store location of crm record which point to a document folder in share point. • How can we create a custom Ribbon button. o To create a custom ribbon button we need to modify RibbonDiffXml of the entity where want to place our button…. Read more »

Step By Step Creating Custom Workflow in Microsoft CRM – Part2

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 »

Step By Step Creating Custom Workflow in Microsoft CRM Part 1

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 »

Assembly must be registered in isolation Error – MS CRM 2011

If you are trying to import your solution from MS CRM 2011 onpremise to MS CRM 2011 online organization and you have registered your plugins in non-isolation mode you will get this error. you can easily check for the assemblies registered in isolaiton mode or non isolation mode, like below in your solution so, connect to plugin registeration tool and update… Read more »

Set entityreference to null in MS CRM 2011 – Quick Tip

Sometime we need to set lookup field to null through server side code. We can do this using different way in late bound and early bound. If you are looking to set lookup field to null using late bound you can use below code entity.Attributes.Add(“lookupfieldname”, null); And if you are looking to set lookup field to null using early bound,… Read more »

MS CRM 2011 Technical Interview Answer Part -1

In my MS CRM 2011 Technical Interview Question Part -1 post, I got comments to write answers for interview question, so here is the first post for answers:  Explain some new features in MS CRM 2011. –         There are many new featues in MS CRM 2011 like Enhanced UI,OOB Dashboard support,Auditing support,Field level security, Connections,Solution,Webresource, Role based Forms, refer: http://msdn.microsoft.com/en-us/library/gg309589.aspx for more… Read more »

Get Optionset Label based on Optionset value using Javascript

I got one requirement to fetch optionset lable based on it’s value, then I found this post  which helped me to write required script. We can write a Soap request to fetch optionset metadata based on it’s metadata id (Guid for global optionset, you can capture global optionset guid from URL through opening global optionset record). once you have guid you can write… Read more »