Querying a Contact entity based on AssignedToName
I am writing an API using the CRM SDK to get contacts based on an "assignedToName" which can be a systemuser name or a team name. I am using QueryExpressions to query CRM. Question is how to create the...
View ArticleService Level Agreements/Contracts and Activities
I realize that Contract Lines can be used to track time/support against a Contract, but is there a way best to apply a Service Level Agreement (SLA) to Activities? I would like for us to be able to...
View ArticleHow to Synchronize Activities under Opportunities with Google Calendar?
Hi, We use CRM 2011 online for our sales process. And we use Google Calendar for appointments. If we add a new Activity (for example a Task, Phone Call, Appointment) to an Opportunity in CRM, then an...
View ArticleCalculate difference between two fields
I have two fields one is the value of what it costs to hire a resource, the second is what we bill the client. We want to know the margin or profit for this and sort by highest margin. I have spent...
View ArticleThreadPool + ServiceContext
Hi @ all,I am trying to use several Threads at the same time to consume the crm webservice.This is the scenario:1) Create OrganizationServiceProxy2) Get all active Accounts public IList<Account>...
View Articlegeneric advanced find query based on current user?
Hello - Is there a way to create a generic advanced find query based on the current user? For example, I can do an AF on Quotes where CreatedBy = "AMER\JoeUser".However, if I want the ability to...
View ArticleHow do I programmatically access a PARENT ENTITY starting from one of its...
Hi all,I'm building a custom solution to integrate CRM 2011 with SharePoint 2010.Without going too much into details, I am writing a plugin to be fired on the post creation of a "document location"...
View ArticleCustom Attributes - Resticting Access
Hi,I am brand new to CRM so please bear with me. I have created a new custom attribute and have added this attribute to a form. I am now trying to add a security role to this attribute only so that...
View ArticleREST call throuht Microsoft Forefront
Hi,I am trying to make a REST call out of the intranett. CRM is exposed on Internet and uses Forefront to authenticate users. Although I get access to CRM normally, my javascript REST calls feil with...
View ArticleCRM 2011: How to fetch records related to given entity in “many to many”...
My goal is to get invoices related to given contact, if I acquire data from the table named "contactinvoices" (intersect table), then I see that this table is empty. I have solved that Problem by...
View ArticleHow to copy value from lookupfield
Hi All;How to copy lookup value from one foeld to another in CRM 4.0?Any help much appreciatedThanksPradnyaPradnya07
View ArticleMS CRM 2011 - Making an indicator or meter from custom entity with N:N relation
I have a custom entity course which is related to contacts with N:N? Now I need to do chart or some other indicator which tells how many contacts are listed on every course.So basicly same with the...
View ArticleHow to query using FetchXML by JavaScript on Dynamics CRM 2011?
Hi All,I am new comer in Dynamics CRM 2011, i want to know how to do query in Dynamics CRM 2011 using FetchXML by javascript? in v4.0 i can do this script for query records the entity ://Where a new...
View Article=User!UserID parses servername instead of username
Hi Guys,I have made a report that shows all activities from a user in the current week. No problems there. The only problem is: I want users to see their own activities and not from somebody elses. I...
View ArticleHow to Save file from CRM Report Server using javascript
Hey,I need to download specific report from crm form . so i place a button on ribbon to download the specific report.I wrote javascript code get report viewer URl of specific report when i click on...
View ArticleDefault value in option set in Dialog
Hi!I have an option set with three options in my entity where i run the dialog.Inside this dialog, I have a prompt-response step with an option set response (radio button) where I want to put by...
View ArticleCRM 2011 Architecture - Can growing fields of Contact entity cause problems?
Hi We have 5-6 different type of Contacts in out CRM 2011 On-Premises. Each type of contact required its own custom fields. Due to that Contact Entity have so many fields. Possibly in future business...
View Articleplugin timout error in mscrm 2011 online
Dear all;i am fetching huge number of records through plugin and updating them the plugin is getting timeout error and i think because it has the limit of 2 minutes to execute.can any buddy suggest me...
View ArticleMS CRM 2011 - Plugin for advanced find
Dear All,We want to implement a plugin for advanced find to identify who have downloaded records, how many records and for which entity. I have implemented the below code in order to achieve this and...
View ArticleCRM 2011: How to change the currency field limit?
Hello,I have a field which is currency type. The default range limit in CRM is from 0.0000 to 1,000,000,000.0000. But if I change the range to (0.0000, 1,000,000,000,000.0000), when I save a record, it...
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