I got requirement to integrate CRM with sharepoint, where I need to update sharepoint list fields from crm opportunity fields. In order to send opportunity information to sharepoint I wrote a plugin and used sharepoint Lists.asmx and sitedata.asmx webservice to update sharepoint list. I use below code to update sharepoint list //create list object SharepointWS.Lists OpportunityList = new SharepointWS.Lists(); OpportunityList.Credentials… Read more »
While integrating CRM orders to our custom financial system webservice I got error “An error occurred while parsing EntityName” in my plugin. Our custom financial service accepts xml string as input, so while sending data in xml form, sometime account name contains special character like ‘&’ which is a illigal character in xml.so I wrote below function to replace illigal characters… Read more »
http://crm.dynamics.com/online/flash/dynamicswidget.swf
The stats helper monkeys at WordPress.com mulled over how this blog did in 2010, and here’s a high level summary of its overall blog health: The Blog-Health-o-Meter™ reads This blog is on fire!. Crunchy numbers A helper monkey made this abstract painting, inspired by your stats. The average container ship can carry about 4,500 containers. This blog was viewed about… Read more »
If you want to fetch Max value from CRM entity record using Javascript, you can use below code, remember to change entity and field name accordingly var authenticationHeader = GenerateAuthenticationHeader(); // Prepare the SOAP message. var xml = “<?xml version=’1.0′ encoding=’utf-8′?>”+ “<soap:Envelope xmlns:soap=’http://schemas.xmlsoap.org/soap/envelope/’”+ ” xmlns:xsi=’http://www.w3.org/2001/XMLSchema-instance’”+ ” xmlns:xsd=’http://www.w3.org/2001/XMLSchema’>”+ authenticationHeader+ “<soap:Body>”+ “<RetrieveMultiple xmlns=’http://schemas.microsoft.com/crm/2007/WebServices’>”+ “<query xmlns:q1=’http://schemas.microsoft.com/crm/2006/Query’”+ ” xsi:type=’q1:QueryExpression’>”+ “<q1:EntityName>EntityName</q1:EntityName>”+ //change entity name “<q1:ColumnSet… Read more »
Sometime when we are integrating ms crm with another application we need to send CRM data to another application and also need to keep track if data is already sent or not. For example if you are sending sales order and sales order line items and you need to update sales order and line item after sending, you can use compoundupdaterequest message to update… Read more »
Today I tried to import my customization.xml from CRM online to onpremise and I got error “Either the file could not be uploaded, or this is not a valid Customization file.” I was surprised. I tried to import the same file to my CRM online environment again and it imported successfully. So my first thought was to enable trace and check… Read more »
I got one requirement from my client where we need to complete Email activity based on it’s Due date. so I have to check if current date is equal to email’s due date then close email activity. So I created a workflow to implement this. Here are the steps to create workflow 1. Create new workflow select Entity… Read more »
Sometime we need to create “Opportunity Relationship” record through code. We can use below code to create Opportunity relationship record. Basically we need to set three values while creating opportunity relationship record customerid, opportunityid and opportunityroleid. //I have used Dynamic entity to create opportunity relationship record DynamicEntity _OpportunityRelationship = new DynamicEntity(); //Set entity name as “customeropportunityrole” _OpportunityRelationship.Name = “customeropportunityrole”; //Create… Read more »
Just want to share with you all that I won Dynamics CRM MVP award. It is great honor to me and I would like to thank Microsoft and Dynamics CRM community for this recognition. Special thanks to Jim to submit my nomination for this great honor. I would like to thank all my friends,my family members,my colleagues for their cooperation and help to… Read more »