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... Continue Reading →
New JavaScript methods in CRM 2013
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.... Continue Reading →
Using the Case Resolution in Workflows via a Custom Workflow Activity
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... Continue Reading →
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 →
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 →
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 →
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 →
Java script Validation for Cross Browser Support
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
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 →
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 →