How To – Series 1: How to add/change filter criteria of a Lookup field in...
Hi all... This is my first blog post in How-To Series. Let's consider a scenario, where we have three picklist fields on a form and the Lookup filed search criteria is depended on selected picklist...
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How To - Series 2: How to make Phone Number field as CTI integrable or make...
There are situations, where you want to display an IFrame which looks like label on crm form. These type of implementations sometimes targets to have CTI integrations with them. Here I want to share...
View ArticleHow To – Series 3: How to bulk Activate/Reactivate Dynamics CRM Records using...
Today I wish to share with you the frequently needed functionality “how to bulk Activate/Reactivate records on ISV Toolbar button click”. This involves following simple steps to be performed. 1....
View ArticleHow To - Series 4: How to make an Associated View IFrame Mandatory
Sometimes, we came across situations to make an Associated View IFrame to be mandatory. However, it is very easy to implement. There are two approaches. First one is, using Java Script to call a web...
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How To - Series 5: How To Use "ValueRule" and "OrRule" in Ribbon...
Hello everyone,This is my first blog post on Dynamics CRM 2011. I have been going through Dynamics CRM 2011 SDK and it has fantastic stuff to learn. I went through the Walkthrough: Add a Custom Button...
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How To - Series 6: How To Use "CustomRule" to Enable/Disable HomePageGrid...
In the earlier post here we have seen how to use <ValueRule> to retrieve a field value from the CRM form and Enable/Disable Custom Button based on that value. What if we want to do the same thing...
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How To - Series 7: How To override(Enable, Disable, Show, Hide, Custom Logic)...
Hope my earlier posts on Ribbon elements helps you. In this post we will see how to Enable/Disable Out of the Box ribbon elements in Dynamics CRM 2011. After going through the SDK, it seems there is no...
View ArticleHow To - Series 8: Cross Domain Issue while working with CRM 2011 Web...
Back to blogging after long time. Recently I faced a “Cross Domain” issue while working with Jscript ODATA query. Below is the code which I have used: var ODATA_ENDPOINT =...
View ArticleHow-To Series 9: Dynamic Ribbon Controls using CommandProperty - Infinite...
There is nice article from MS Blog on creating dynamic ribbons in CRM 2011 http://blogs.msdn.com/b/crm/archive/2011/03/30/create-dynamic-ribbon-controls.aspx. I have followed the same approach to...
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How-To Series 10: How To get Selected Record Entity Name from Activities or...
Hi All, We know that we can use "SelectedEntityTypeName" to get the selected record's "Entity Name" in a Grid. This is useful for every entity with an exception to couple of entities like...
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How-To Series 11: How To Trigger a plugin on Sharing a Record and Send An EMail
Hi All, Today I have seen one forum post asking for Sending an email on Sharing a record. So, thought of implementing the same and blog it over here. When a record is shared, a...
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How - To Series 12: Another restriction from Field Leve Security....!!!?
Hi, We all know that only OOB fields have been restricted from Field Level Security and all the custom fields can have Field Level Security. However, today i tried creating a new field of type...
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Reserved Organizations in MS CRM...!!!!!
Today I got the following error when I tried to create an organization with name "Tools". The error message says I am using a reserved name "Tools". Never paid attention to the "reserved names"...
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How - To Series 13: How to Hide System Chart or User Chart Name in Dashboard
Hi all, I have worked on one of the requirement to hide lables of all charts(System or User) in all the dashboards. This requirement has been done more than once for different instances....
View ArticleHow-To Series 14: How to check whether a relationship exists between two...
Hi, To find out whether a relationship exists between two entities or not you can use the following code: For 1 to N: public bool Is1toNRelationshipExists(IOrganizationService service, string...
View ArticleHidden Security Role in MS CRM....!!!????
Hi, Recently I was trying to assign all the available Security Roles in a Business Unit to a particular User using following Code: private void AssignSecurityRoles(IOrganizationService service,...
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Post Sync Plugins not allowed for certain System entities?
Hi, I was getting some errors when trying to associate some records on creation of "User" and "Team" entities. I have registered "Post - Sync" step for those plugins.Getting following error for...
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How - To Series 15: UR 12 - How to enable Process Driven Forms
Hi all, The most feature rich release(Polaris) post CRM 2011 has already been out and excited to see the same applied on my CRM online instance. Following is the snapshot of CRM 2011 in Chrome...
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How - To Series 16: UR 12 - Downside of Auto Save feature
Hi all, UR 12 has introduced a nice feature called "Auto Save" which will save the CRM Records(only Process Driven UIs) in the background automatically when it get updated by the user in UI....
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