If we are creating activity like email,phonecall, letter,fax we need to set sender & recipient activityparty. we can set activitypart using following code I am creating letter activity DynamicEntity LetterAct = new DynamicEntity(“letter”); //create regardingobjectid LookupProperty _Regarding = new LookupProperty(); _Regarding.Name = “regardingobjectid”; _Regarding.Value = new Lookup(“regarding entity name”,GUID of entity instance); LetterAct.Properties.Add(_Regarding); //set from and to DynamicEntity[] _ActivityParties =… Read more »
Sometimes we need to call External webservice using JS, i have written a function to call external webservice Here is the function, you can modify it according to your requirements function CallCustomWebService(FunctionName, ParameterNameList, ParameterValueList, ProxyURL) {//FunctionName-Name of the function to call //ParameterNameList-Array of Parameter names in your proxy function //ParameterValueList-Array of Parameter value //ProxyURL-URL of your proxy var CallingFunctionURL = “http://tempuri.org/”… Read more »
Sometime we need to send parameter to our custom page from NavBarItem, but as NavBarItem does not support JavaScript property so we can pass parameter to our custom page using openIsvWin function (Unsupported) Code to create NavBarItem <NavBarItem Icon=”/_imgs/ico_18_debug.gif” PassParams=”1″ URL=”http://MyPage.aspx” Id=”MyItem”> <Titles> <Title LCID=”1033″ Text=”ISV Default” /> </Titles> </NavBarItem> Paste this code on formload event navBarItem=document.getElementById(‘MyItem‘); if(navBarItem!=null)… Read more »
Some of you must have faced requirement to add ISV button on Specific entity grid it can be OOB entity or custom entity. We can do this like below: <Entity> <Grid> <MenuBar> <Buttons> <Button Icon=”/_imgs/ico_18_debug.gif” Url=”http://www.microsoft.com” WinParams=”” WinMode=”2″> <Titles> <Title LCID=”1033″ Text=”Test” /> </Titles> <ToolTips> <ToolTip LCID=”1033″ Text=”Info on Test” /> </ToolTips> </Button> </Buttons> </MenuBar> </Grid> </Entity> Hope it will… Read more »
The easiest way to provide tooltip for crm fields are to use “title” . for example to provide tooltip for accountnumber in account entity just paste following code on formload of account entity crmForm.all.accountnumber.title=”account number used in correspondence about the account”; you can also provide tooltip for lables. Done, But Remember this unsupported
Most of the time i found this question on microsoft forum to get product information based on productid. I have develped this code for the same requirement. You can just paste this code on the onchange event of the product lookup. You just need to chage field names accordingly. __________________________________________________ GetProductInformation(); function GetProductInformation() { var resultXml; var errorCount; var msg;… Read more »
A Great Place For MS CRM guys CRM Resource Center The Resource Center brings together information that will help you get the most from your use of Microsoft Dynamics CRM. The Resource Center provides a central location where you can find: >Information to help you get started. >Tips to make you more productive. >In-depth descriptions of product features and recommendations… Read more »
Developer Ramp up Kit for Microsoft Dynamics CRM 4.0 http://msdn.microsoft.com/en-us/library/dd393296.aspx Microsoft Dynamics CRM Demonstration Tools http://www.microsoft.com/downloads/details.aspx?familyid=634508DC-1762-40D6-B745-B3BDE05D7012&displaylang=en Business Productivity Workflow Tools Accelerator provides additional workflow step actions for customers to configure their workflow processes. Each custom action provides additional capabilities around string handling, mathematical functions and HTML hyperlink creation. Once this accelerator is installed workflow designers within Microsoft Dynamics CRM have… Read more »
Most of the time we need to set datatime field value in crm, but problem is that ms crm datetime file format is different from sql server date format so i have written a some js to get date part from sqlserver datetime field. we can pass datetime value to this function and it will return date part from datetime… Read more »
Most of the time we need to send mail based on some response, let’s take one example of a enrollment where a CSR need update enrollment status to “Approved/Not Approved” within 5 days when a new sub enrolled for a new program, if CSR not ble to do that then we need to send mail to Manager regarding the enrollment…. Read more »