• 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 »
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 »
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 »
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 »
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 »
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 »
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 »
Today I saw one post in MS CRM development forum, where user needs to get currency symbol based on currency id, so thought to write this post to help. you can use below code to get currency symbol based on currency id function GetCurrencySymbol() { if(Xrm.Page.getAttribute(“transactioncurrencyid”).getValue()!=null) { var CurrencyID = Xrm.Page.getAttribute(“transactioncurrencyid”).getValue()[0].id; var context = Xrm.Page.context; var serverUrl… Read more »
Sometime customers have requirement to create MS CRM records through custom asp.net pages, and if we have optionset in our entity we might want to display optionset valeus in dropdownlist in our Web page. We can use following code to populate optionset values in dropdownlist. public Dictionary<int, string> RetrieveOptionsetMetadata(IOrganizationService _iOgranizationService) { //Dictionary to store value and text Dictionary<int,string> _DropdownDatasource=newDictionary<int,string>(); //Create request to fetch… Read more »
MS CRM 2011 introduced a new feature to create custom activity type entity. While creating custom activity type entity, even if we will enable Notes (include attachments), we won’t get Attach File button just like we used to get in any custom entity where Notes is enabled. So what if you want to get that button?? you just need to… Read more »