Category Archives: MS CRM 2011

Create custom filtered lookup to filter records based on start and end date in ms crm 2011

MS CRM 2011 provides us facility to create custom filtered lookup on the fly. So in this post I am going to explain how we can create a custom filtered lookup based on start and end date. Let say we have two entities Entity A and Entity B, having relationship N:1 (A:B) and entity A have two attributes start Date and… Read more »

Fetching Data based on Datatime field in MS CRM 2011 plugin

If you are looking for the code to retrieve data based on Datetime field you can use below code private EntityCollection RetrieveData(DateTime _Date,IOrganizationService _iService)         {  QueryExpression _Query = new QueryExpressio{     EntityName = “EntityName”, //Replace with entityname     ColumnSet = new ColumnSet(“AttributeName”), //list of fields          Criteria =               {               FilterOperator = LogicalOperator.And,               Conditions =                   {… Read more »

Calling External Webservice from MS CRM 2011 Asynchronously – Javascript

If you are looking for the code to call external webservice from MS CRM 2011, you can create a webresource in MS CRM 2011 and call use below code function CallCustomWebService(FunctionName, ParameterNameList, ParameterValueList,ProxyURL) {//FunctionName-Nameof 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/” +FunctionName; var xml… Read more »

Step By Steps Registering plugin through Solution in MS CRM 2011

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 »

Step By Step Extending MS CRM 2011 Ribbon Part-2

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 »

Step By Step Extending MS CRM 2011 Ribbon Part-1

In this part I am going to show how we can create a custom button on existing tab. Basically when adding custom button first you need to decide where you want to put this button, as we want to add new button in existing tab we have two option for this 1.       Add button on existing group in Existing Tab. 2.      … Read more »

Step By Step Related Record Filtering in MS CRM 2011

As we know MSCRM 2011 provides OOB related lookup filtering feature. Let’s take an example I have two lookup in opportunity form, Customer (Account) and Contact. and I want to filter primary contact lookup based on Account selected. I want to only show only those contacts where Parent Account is selected account. I have created two accounts Test1 ,Test2 and… Read more »

Step By Step Adding Configuration Page in Solution MS CRM 2011

If you are building a product using MS CRM 2011 as a platform,you can use solution to package your product, and if you want to develop a page about your product details and features you can add a configuration page in your solution. Solution in MS CRM 2011 allows you to add a configuration page where you can provide details… Read more »