Creating a knowledge base article using C# plugin

I am writing this post with complete code to help someone in the community who might be having a similar requirement. Please see the code below: Entity ent = new Entity("kbarticle"); ent.Attributes.Add("title", <title>); ent.Attributes.Add("kbarticletemplateid", new EntityReference("kbarticletemplate",new Guid(< Template Id >))); ent.Attributes.Add("subjectid", new EntityReference("subject", new Guid(<Subject Id >))); string articlexml = "<articledata><section id='0'><content><![CDATA[" + <<This is... Continue Reading →

July 1, 2013 11

Error 0x8004F016 while importing a managed solution

A managed solution cannot overwrite the SavedQuery component with Id=xxxx-xxx-xxx-xxx-xxxx.. Error Are you getting below error when trying to import managed solution exported from your dev environment. A managed solution cannot overwrite the SavedQuery component with Id=xxxx-xxx-xxx-xxx-xxxx which has an unmanaged base instance.The most likely scenario for this error is that an unmanaged solution has... Continue Reading →

December 10, 2012 1

Importing Attachments using CRM 2011 Import Wizard

All of us have been importing notes and attachments using Scribe or SSIS but this method uses out of the box import wizard to import all the attachments. Please follow the steps closely: 1. Create an annotation.csv having the following columns: Title,Description,File Name,Document,Mime Type,Regarding 2. In the same spot where you saved the csv file,... Continue Reading →

November 30, 2012 1

PROPER Function in SSRS 2008

SSRS does not contain an inbuilt method for making the first letter of each word uppercase. we can write uppercase(left(field,1)) + lowercase(right(field,len(string)-1) to do the same job but it gets over complicated and it only modifies first letter of a multi word string. We can use the following function to convert string to proper case.... Continue Reading →

October 31, 2012 3

Zipcode Lookup for Account/Contact

Recently I was asked by a customer to populate city, county and state depending on the zip code for accounts and contact. It involved lot of research and a simple java script method worth sharing with the community to save lot of time. I implemented this for accounts and contacts but the same method can... Continue Reading →

June 13, 2012 3

2012 Q2 Service Release for Microsoft Dynamics CRM 2011

Microsoft just released the preview guide for the scheduled Q2 2012 service update. Some of the exciting features expected to be a part of this release are: 1.) CRM Anywhere (Cross-Browser Support): This would include support for Safari, Mozilla, Chrome and any other browser supporting java script. 2.) Official SQL Server 2012 Support: Microsoft CRM... Continue Reading →

February 6, 2012 0

Lookup Address for Custom Entities in CRM 2011

Customer address entity in CRM 2011 stores all the addressed for contacts and accounts. I recently got a requirement to create all address fields on opportunity and a custom entity. Customer also wanted to populate these addresses based on a address lookup similar to the option on quote,order and invoice entity. I wanted to do... Continue Reading →

January 24, 2012 13

Update Rollup 6 for Microsoft Dynamics CRM 2011 released

Update Rollup 6 for Microsoft Dynamics CRM 2011 has just released and is available for download. Note that CRM Online Orgs will be updated with UR6 sometime in Feb/Mar due to some infrastructure changes that will be implemented at the same time. There is no issue running UR6 now on CRM Outlook Clients connected to... Continue Reading →

January 12, 2012 0

Conditional Formatting in CRM 2011

Just found a very interesting feature added to CRM 2011 Outlook Client. Users can now perform conditional formatting on views while working from their outlook and share them with other users. This can be useful while analysing large amount of data for auditing. This video will demonstrate the feature.

August 24, 2011 2

Reasons to Upgrade from CRM 4.0 to CRM 2011

There are lot of new functionalities added to CRM 2011 which were missing in CRM 4.0. This summary will help technical consultant and pre sales managers to convince their clients to upgrade their Microsoft Dynamics CRM system. 1.) Dashboards: Previously clients were using 3rd party software like Dundas or ZAP to create dashboards adding extra... Continue Reading →

August 12, 2011 0