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 »
Every MS CRM implementation requires lot’s of JS code to implement validation and business logic using client side. As you know we can call MS CRM web services in JS to retrieve MS CRM data and insert ms crm data. But in MS CRM 4.0 there was no way to share JS code indifferent entities forms in supported way. You… Read more »
If you are looking to run .exe from MS CRM 4.0, then you can do this easily. You can create a ISV button on MS CRM form and create on global function on formonload can call it in ISV button JS.. you can write below code to run .exe var _Object=new ActiveXObject( “WScript.Shell” ) ; _Object.Run(“C:\WINDOWS\system32\calc.exe” ); you can also pass… Read more »
Great link to watch Dynamics CRM 2011 Beta Viedeos http://offers.crmchoice.com/CRM2011Beta-Developer-Videos/ Enjoy !!!
I have seen many developers facing issue of infinite loop while using update method inside update plugin. I know it could be requirement specific, to use update method inside update plugin. But sometime we can void infinite issue, there is no need of calling update method. You could play with inputparmeter propertybag. For example sometime we have requirement to calculate… Read more »
sometime we need to perform some action when activity is closed in MS CRM.In that case you have to capture close activity event, you can do this using event.Mode property in onsave event. you just have to write below code. if(event.Mode==5) //Close activity event { //you code to implement your logic } Enjoy !!!
As you know that we can set control formatting of bit field to use it as checkbox. But only changing formatting does not make it to behave like a checkbox because of onchange event. Let take an example for this, like we have one field “Calculate Value” and we want to calculate some value on the selection of this bit… Read more »
Most of the client asks for this requirement. They want to hide picklist options based on security roles. Let’s take an example for this, for example if we have picklist “Customer Status” having four option like “Request for Approve”,”Approved”,”Rejected”,”Black Listed”. Let’s say we have requirement to show only first option to all users having security roles other then “System Admin”…. Read more »
