You will notice that if you register a plugin on the Create or Update event of an appointment in the Parent Pipeline, the plugins do not fire. When you create an appointment in CRM it is set to the status of “Scheduled” implying an appointment has been scheduled. To trap create and update of Appointment… Read More: Create and Update events for the appointment entity »
CRM SDK provides way for you to include the debug details about your plug-in in case you need to trace the plug-in execution. For this you will have to initialize the “ITracingService”. The service provides way to trace the details and display it whenever plug-in fails and throws an exception. //Initialize the serviceITracingService tracingService =… Read More: Use Tracing in CRM 2011 Plugins »
CRM 4.0 provided the ability to define the relationship between entities using the Relationship feature. However this was only available for defining relations between Account, Contact and Opportunity. This concept has been enhanced further with the introduction of Connections in CRM 2011. Moreover, this has now been extended to include any entities including custom entities… Read More: Connections Role in CRM 2011 »
Recently we tried to upgrade a highly customized CRM 4 install to CRM 2011 and thought it would be worthwhile to list out our findings for the benefit for all. CRM 2011 supports both in-place upgrade as well as a fresh CRM 2011 install with a later CRM 4.0 organization import into CRM 2011. We… Read More: CRM 4 to CRM 2011 Upgrade. »
We were recently working on designing a tool that deletes workflow job. We thought it would be easy to just filter out all job that related to a workflow by the workflow id and then delete that’s it. But like always we were in for a surprise. Just thought putting it down would help others… Read More: Workflows – Behind the scene »
Dialogs are the new feature addition to CRM 2011. Just like we had the ability to extend CRM using plugins and workflows, we now have the option of Dialogs as well. What is different in Dialog? Dialog runs synchronously like the Plugins but they have the option of providing user interface to accept custom information… Read More: CRM 2011 – Dialogs Explored »
Email body in Dynamics CRM is stored in HTML format and when we try to display the data as is in the SRS report, it shows up with all the HTML tags.Microsoft Dynamics CRM reports strip the HTML content and display it in Plain text format.Now with SSRS 2008, you can display them with part… Read More: Displaying CRM emails using SSRS 2008 »
CRM 2011 will now allow to decide permissions not just at the record level but also “Field Level”. This means that you can decide if a user has the permission to that attribute at the time of Create or Update or simply view the data for that attribute. Currently, this feature is only available for… Read More: Field Level Security in CRM 2011 »
It is important that you avoid class level declaration and initialization of variables in Plugins and Workflows. Let us discuss the issues that one can face with Plugins. Plugins as you know is executed synchronously. But if there happen to be multiple calls made to the same plugin assembly and class, a new object for… Read More: Issues with class level declaration in CRM 4 Plugins and… »
There have been times where you need to provide a different header on one page and another on the second page or say every alternate page. This concept has been provided in MS Word, where you are allowed to setup a Odd Page Header and an Even Page Header. Should you want to incorporate this… Read More: Odd/Even Page Header/Footer using SRS Reports »