Microsoft Dynamics CRM Spring 2014 release has introduced a new approach to CRM and SharePoint integration that is the server-based SharePoint integration. It can be enabled only by using the web or Outlook client for Dynamics CRM. One very important thing with this update is that you cannot revert to the previous client-based authentication method…
Issue: Recently I had this problem dealing with an issue about pricelist being disabled for all security roles except system administrator. I googled a lot and everyone talked about assigning organization level access to pricelist entity in the security roles area but I could not find this entity. Resolution: After researching a lot, I found…
With release of CRM 2013, Microsoft has added some new methods that can be accessed. In the past, we had to write some unsupported JavaScript to get this functionality. More information about all these methods can be found in Microsoft Dynamics CRM 2013 SDK. • Xrm.Page.context.client.getClient() – Returns client type i.e. outlook, web or mobile….
The most common email notification request from customer support team is to “send an email to the client when a case has been resolved” I have written this custom workflow activity to get description field from case resolution dialog and insert in email body. You can get the complete visual studio solution from this link…
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…
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…
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,…
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….
Microsoft recently released this tool to validate all the java script and HTML web resources on CRM on premise or online. Java script validated via this tool will handle cross browser support once it is out in next couple of months. http://www.microsoft.com/en-us/download/details.aspx?id=30151
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…