Sometimes you have requirement to open the particular type of new record with some default values already filled. This can be achieved by passing the field values to the query string. To open the new record form https:///main.aspx?etn=&pagetype=entityrecord Pass field values as query string parameters http:///main.aspx?etn=&pagetype=entityrecord&extraqs== If you need to pass the multiple field values… Read More: How to pass field values to Form »
In Microsoft Dynamics CRM 2011 FetchXML includes grouping and aggregation features which let us to use aggregate functions like sum, count etc. Using Group by we can calculate sum, avg, min, max, count. But, Group by clause is not supported through LINQ in CRM. You can only specify one aggregate attribute in a query and you cannot… Read More: Group by using FetchXML »
In the CRM 2011 online if you want to create your custom SSRS report then here is the trouble, you cannot create the report directly using the SQL Queries as you do not have access to SQL Server. For this reason MS has provided BIDS tool for Dynamics CRM 2011. You can download this tool… Read More: Reporting through BIDS in CRM Online 2011 »
With CRM 2011, you now have the concept of including resources within CRM that can they be used to display on CRM forms in IFRAMES and buttons and other customizable objects in CRM. A web resource in CRM can be any of the following Here we take an example of adding a custom html page… Read More: Use of Web Resources in CRM 2011 »
We recently came across a request for data correction where the customer had lost some of their address data. No addresses were displayed on the Account form. One would think all that was corrupt was the address and having them type in the address on the form should do the trick. But no, with the… Read More: Addresses in CRM explained…. »
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 »
While there can be many other reasons for this, recently we came across a situation where a simple workflow assembly designed by us could not be used in a Workflow. If we added the reference to this workflow assembly in the Workflow, it wouldn’t publish. We would receive the following message “An error occured when… Read More: Issue with Pulishing Workflow that use Custom Workflow Assembly »
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. »