Executing plugin on Case Entity though not registered in Child Pipeline
Hi All, I created a CRM 4.0 plugin on Case Entity. Event: Pre-Event Stage,Parent Pipeline, Message: Create, Synchronous. Plugin is working fine as expected. When I am creating a case from contact also...
View ArticleSet case origin when you convert email
Hi,I'm trying to fill the case origin field (caseorigincode) on the Case form when the case is created by clicking the "convert to case" button on an email. Can the email Id be found somewhere using a...
View ArticleCan I add HTML to a CRM form
Is there a recommended way to add large chunks of HTML to a CRM form?I have several instances where I want custom controls on a form and I want them to interact with the CRM data on a form. So a...
View ArticleGet form id of print preview form of any entity using javascript CRM 2011
I have one ribbon button.On click of that ribbon button I want to open form of some related entity in print preview mode.If we examine the url of a form in print preview there is a parameter known as...
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How to access discovery.svc service, if it needs authorisation (MS Forefront)?
I have an URL like https://crm.xxxx.com/XRMServices/2011/Discovery.svc and I want to discover an organisation with my client. But if I open this URL in a browser window, I will get an authorisation...
View ArticleCRM Online / Office 365 / ADFS - obtaining ogranization service without...
Hi,I'm developing a custom solution for a CRM 2011 environment being part of Office 365. ADFS is set up and when accessing the system through the web (https://orgname.crm4.dynamics.com) it is only...
View ArticleDiscount Specific Product List Items
Good Morning, Wondering if anyone has some experience in this.We're trying to add Professional Services and Licenses to quoting tools.I've got 2 issues I can't resolve.1. When I create a quote with...
View ArticleCRM Job title segment
I'm trying to build this CRM system and want to include preloaded job title segment like Executive role, Leadership role,Individual contributor, etc. To make things complicated, the job titles can be...
View ArticleEmailHashBase Table
Hi,We are migrating data from CRM 4.0 to CRM 2011. What does EmailhashBase table stores? Is it ok if we do not migrate this data?Thanls
View ArticleFiltered lookup
I have a requirement where a lookup field needs to be filtered based on a certain criteria of a contact record. I implemented this by replacing the query and layout of the lookup control in Javascript...
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View Error
Sometimes I find that when I create a View for an entity, and it throws the error on the online CRM environment:
View ArticleRetrieve All Lookup of Account Fields in CRM 2011
Hi,Is there any way to rertrieve all lookup of account fields ?and name of the entity where the lookup of account exist.Make sure to "Vote as Helpful" and "Mark As Answer",if you get answer of your...
View ArticleMerge warning: sub-entity might lose parenting
When I am trying to merge two accounts, if sub-ordinate account has parent account associated, I am getting this exception "Merge warning: sub-entity might lose parenting".Would appreciate if anyone...
View ArticleFiltered Views on Custom Entity
I have a SQL select statement that uses the Filtered Views with a custom entity and all users get results execpt one user. I checked to make sure she was in the proper BU as well as have a roll set and...
View ArticleRetrieve line breaks from ntext field
In my asp.net application I need to retrieve ntext fields with line breaks. How can I do this? I know I can insert with .Replace(Environment.NewLine, "<br />") and then receive line breaks back,...
View ArticleDynamics CRM 2011 Online - How to profile a custom workflow
Hi,I have a custom workflow that I would like to profile. I have started the plugin registration tool, profiled the workflow, and ran the workflow. I expected a popup window like you get when you...
View ArticlePermission issue in crm onpremise 2011
Hello Everyone !!I am running configuration page of my solution. Principal user (Id=ac709013-3dc4-e211-b688-00155d7dec09, type=8) is missing prvmyentitiy name privilege...
View ArticleRollup 13: Received email cant save regarding field.
Previous to Rollup 13 being applied to our on premise crm 2011 instance. You were able to set and save the regarding field on a received email.With rollup 13 you can set the regarding field but the...
View ArticleOn-Demand process not showing up in "Run Workflow"
Hi we've just implemented our own hosted CRM 2011 environment and I have a workflow process that I created that automatically converts an email into a case when a new email hits the specified queue. It...
View ArticleCRM 2011 - Problem with the Associate method in post stage plugin..
I'm struggling with the following piece of code:EntityReferenceCollection erc = new EntityReferenceCollection(); erc.Add(new EntityReference("role", new Guid(sRoleID)));...
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