Blog - MS CRM 2011

How to “Save-as” a Workflow in MS CRM 2016

Mon, 26 Sep 2016 12:16:00 GMT

There is no Save-as option available for workflows in MS CRM. So if we need to copy a pre-existing workflow, do we have to write the whole workflow again? Well, not really.

Placing Reports on Dynamics CRM 2011 Dashboards

Thu, 23 Jun 2016 14:11:00 GMT

Dynamics CRM 2011 includes plenty of nice reports out of the box; in fact there are so many of them it can be difficult to sift through them all to find the ones you need. In the web client, you can click Workplace and then Reports for a full listing; the following figure shows just a few of them, including a couple of custom ones my organization uses:

How to import solution to Crm

Fri, 04 Sep 2015 07:13:00 GMT

How to import solution to Crm

What is CRM?

Fri, 16 Aug 2013 07:36:00 GMT

CRM means Customer Relationship Management. Today ‘Customer is the King’, with increasing number of available options for the customer, it is more likely that customer may lose brand loyalty and thus the brand/company loses a customer. Today it is of prime importance that a company should not only find new clients on a continuous basis but also it should maintain its present and older clients. It is most important to maintain a database of customer choices and preferences for research and development, as a source for improving product quality as well as for increasing sales productivity by providing accurate figures to the sales team. Maintaining all this information manually is not possible, the solution is CRM. CRM provides automation to database management of all the required information of customers, prospective clients, leads, contact etc. Not only information but the business processes can also be automated using a CRM System. Microsoft Dynamic CRM can help in automat ...

How to fix MS CRM 2011 rsProcessingAborted error when executing a custom report?

Tue, 30 Jul 2013 07:40:00 GMT

Few days back I was asked to look at a MS CRM 2011 system where Out of Box reports were working fine however custom reports were giving error (rsProcessingAborted). If MS CRM 2011 is installed on a separate server and SQL is on a different server and you are getting the same error then this post can be helpful for you. You need to follow the steps below/ 1) SSRS connector is missing or not installed. The SSRS Connector needs to be installed on the SQL Server system. The installer for SSRS Connector can be found under MS CRM installation media. Installing the SSRS connector requires MSSQL service to restart. This should solve 90% of the problems as this is one of the most common step that may be missed out in a CRM installation. To see if SSRS connector is already installed or not please go to c:\program files\SSRS Connector if this folder is already present then SSRS connector is already installed. I will advice you to repair it even if it is installed. 2) ...

How to write XML dynamically through code at button click and to store in project directory without giving location.

Sun, 28 Apr 2013 19:44:00 GMT

Step 1 Develop UI as per requirement like Name, Branch, Address, Pin Code, Mobile No Add namespaces

MS CRM 2011 Retrieving Entity Type Code or ETC

Fri, 19 Apr 2013 08:06:00 GMT

If you are looking to get the Entity Type Code or ETC (as it is generally known as) dynamically for any entity name in your web resource in MS CRM, you should use the MetaData service to do so. The MetaData service in MS CRM 2011 will retrieve all the Meta information about an entity. This information includes the display name of the entity, the logical name of the entity and all other information about its relationship status etc. However the information that we are interested in here is the "ObjectTypeCode".

How to build your MetaData service? For building a MetaData service you can use sample code provided in the CRM SDK itself. (samplecode\js\soapforjscript\soapforjscript\scripts). The name of the file is sdk.metadata.js.
This javascript file has a function by name RetrieveAllEntitiesAsync. This function fetches all the entities with with their MetaData information. On success this function returns you entityMetadataCollection. Now all you need to do is to loop over entities and get the Object Type Code. Please follow the code below to get the Object Type Code or ETC.

function successRetrieveAllEntities(entityMetadataCollection) {

for (var i = 0; i < entityMetadataCollection.length; i++) {

var entity = entityMetadataCollection[i];

var objTypeCode = entity.objectTypeCode;

}

This is a supported way of getting etc or ObjectTypeCode of an entity.
Hope this helps.

Auditing: An Out Of Box feature of Microsoft Dynamic CRM 2011

Sat, 30 Mar 2013 08:14:00 GMT

Audit History is an Out Of Box functionality of Microsoft CRM 2011 that is used to track the changes in a whole entity or particular fields on entity. For example you can track that who has changed address field of a contact record, what is old & new value of address & when it has been changed etc. You can see these by going to “Audit History” in the left pane of an entity in which auditing is enabled.

Manage Relationship Behavior in Dynamic CRM 2011

Tue, 26 Mar 2013 08:20:00 GMT

This blog article is all about relationship behaviour between two MS CRM 2011 entities. We all know that in Dynamic CRM 2011 there are three type of relationship they are 1: N, N: 1 and N: N but little is know about the relationship behaviour that each of these relationship type possesses. There are four relationship behaviour in CRM 2011. The relationship behaviour feature of MS CRM controls the resulting action that will happen if a related entity record is deleted, Assigned, Shared, Unshared, Reparent and Merged. These behaviours can be controlled by going to settings of the relationship.

Use Fetch Xml for query in Plug-in

Tue, 26 Mar 2013 08:17:00 GMT

Fetch XML is a really handy way of retrieving data from CRM. It is easy to construct complex query and really simple to execute. In this blog article I will explain how you can execute fetch XML query in Dynamic CRM 2011 or CRM online. To start you will first need to download a fetch xml from advanced find and then use the RetrieveMultiple method of the CRM Service to execute the Fetch XML.

First go to Advanced d find and select the entity on which you need to make query

Following is the fetchxml retrieve from Advance Find:

String fetchXml = @"'1.0'?>


'false' mapping='logical' output-format='xml-platform' version='1.0'>

   'contact'>

          'telephone'/>

          'lastname'/> 'firstname'/>

                                  'contactid'/> 'false' attribute='telephone'/>                                 'and'>

                                     'vdbwc1_vip' value='1' operator='eq'/>

                  
  
 ";




All now that is left is to send a fetch request. This can simply be done by using the following code.




EntityCollection EC = _service.RetrieveMultiple(new FetchExpression(fetchXml));
 
if (EC != null && EC.Entities != null && EC.Entities.Count >= 1)
{
     foreach (Entity E in EC.Entities)
     {
         Guid entityId = E.Id;
     }
}





Above code shows how RetrieveMultiple method is used to retrieve EntityCollection from fetchxml. 

Hope this helps. Happy Coding !!

MS CRM 2011 Unable to restore SQL Server enterprise database to SQL Server 2012

Fri, 18 Jan 2013 09:34:00 GMT

Unable to restore SQL Server enterprise database to SQL Server 2012
Database 'YOURORG_MSCRM' cannot be started in this edition of SQL Server because it contains a partition function 'AuditPFN'. Only Enterprise edition of SQL Server supports partitioning.
Database 'YOURORG_MSCRM' cannot be started because some of the database functionality is not available in the current edition of SQL Server. (Microsoft SQL Server, Error: 905)

How to set background colour and remove border of a field in CRM 2011 using JavaScript?

Fri, 18 Jan 2013 09:31:00 GMT

How to set background colour and remove border of a field in CRM 2011 using JavaScript. The following function can be used to set the background colour and remove border of a field. function setBgColorandRemoveBorder(){ //Hide border of field in CRM 2011. document.getElementById("fieldName").style.border="0px"; //Set background colour of text field in CRM 2011. document.getElementById("fieldName").style.backgroundColor = "#f6f8fa"; } How to remove a Picklist Item using javascript? The following function can be used to remove a picklist item with a particular text from an OptionSet. function hideItemFromPiclist(fieldName, textValue){ var picklist = document.getElementById("fieldName"); for(var i = picklist.options.length - 1; i >= 0; i--){ ...

Useful Javascript Function in CRM 2011

Tue, 06 Nov 2012 09:39:00 GMT

How to Show/Hide field in CRM 2011 Using Javascript function? The following code can be helpful to Show/Hide field in CRM 2011 Using Javascript function. function HideShowField(){ //Hide the field. Xrm.Page.ui.controls.get("fieldName").setVisible(false); //Show the field. Xrm.Page.ui.controls.get("fieldName").setVisible(true); } How to make Disable/Not Disable field in CRM 2011 using Javascript function? The following code can be helpful to make Disable/Not Disable field in CRM 2011 Using Javascript function. function SetDisableField(){ var field = Xrm.Page.getControl("fieldName"); // if field is available on the form then make disable of the field. if(field){ ...

How to populate a parent form lookup field value in a child form without using fetch xml in CRM 2011

Thu, 25 Oct 2012 09:49:00 GMT

If we want to retrieve data of a lookup field of parent form in a child form lookup field then we can use very easy javascript code without fetch xml in CRM 2011. Let your parent form entity be Case(Incident) in which we need to retrieve a field name Customer of type lookup (Having two types of values i.e. contact and account) in this lookup field. The child entity name casetask having 1:N relationship(Case to Case task) and Casetask entity has a lookup field of Customer Contact in Casetask form so we can retrieve the custtomer data which is filled in Case entity(Customer field) in the Casetask entity (Customer Contact field ) So we can use following javascript code. Define the function SETVALUE() function SETVALUE() { if (Xrm.Page.ui.getFormType() == 1) //Check if form is in create mode { var oType =crmForm.ObjectTypeC ...

How to do a filter lookup on entity with 1:N relation in CRM 2011?

Thu, 25 Oct 2012 09:44:00 GMT

Hi Guys, It is a pleasant surprise to start using CRM 2011, if you are coming from from MS CRM 4.0 where you have to write a lot of code to get the filtered lookup working. Now CRM 2011 provides filtered lookups out of box. I was really excited after using them so though of sharing them with all of you. Follow the steps below to get filtering on the lookup

How to add JQuery support to CRM 2011?

Thu, 25 Oct 2012 09:42:00 GMT

Last night I spent couple of hours trying to debug a JQuery code in MS CRM 2011 which was not working as expected. After debugging I realized that JQuery native support is not available in microsoft CRM 2011. This was the exact reason why the Javascript was unable to recognize ‘$’ symbol and ribbion stopped showing on CRM 2011 page. The easiest way to get this working is by creating a web resource and adding Jquery min file to it.

What’s so cool about MS CRM 2011?

Thu, 25 Oct 2012 09:41:00 GMT

Many of my clients have been asking why they should move from CRM 4.0 to CRM 2011?