Create contact and share the record which contains Lookup,Picklist and string datatype

This sample will show how to create Contact record in CRM 4.o through Web Application which contains Lookup, Picklist and String datatype. I have created a custom entity(new_hobby) and created a 1-N relationship from Hobby to Contact. I have also created Team called CRM Team and added members to that team. Whenever a contact will [...]

Moving CRM Servers(Application and Database) to New DataCentre

One of our client wanted to move CRM Server from One Data Centre to different data centre but due to some constraint we could not move it by creating New Organization or by new deployment. We had only left option was update IP address manually. Recently we moved our CRM Server from one data centre [...]

Interacting Silverlight with CRM Forms

Silverlight application can get a reference to the Xrm.Page Object instance using either of following approaches. 1. Using HTML bridge feature of Silverlight ScriptObject  xrm = (ScriptObject)HtmlPage.Window.GetProperty(“Xrm”); ScriptObject  page= (ScriptObject)xrm.GetProperty(“Page”); 2. Using Dynamic Language Runtime Using DLR you can utilize the dynamic language keywords which allow resolving method calls at runtime. dynamic  xrm = (ScriptObject)HtmlPage.Window.GetProperty(“Xrm”); [...]

Differences between Data Migration and Data Import

As mentioned in CRM Sdk, below is the major differences between Data Migration and Data Import. Data migration and data import use common entity model and messages. However, there are some important differences in the feature sets of the two operations as shown in the following table. Feature Data Migration Data Import Import data into [...]

Populate Lookup value on selection of another Lookup

 Step 1. Step 2. Step 3. Let me explain the scenario… Suppose we have City Lookup on Lead entity and we want to populate Region (Lookup), State (Lookup) and Zone (Lookup) on selection of particular City from City Lookup. You need to write below code on OnChange event of City Lookup field. if(crmForm.all.new_cityid.DataValue !=null) { [...]

How to get Security Roles of current/online user

Below code shows how to get Security Roles of current User Using JScript which uses a RetrieveMultiple query … function GetCurrentUserRoles() { var xml = “” + “<?xml version=\”1.0\” encoding=\”utf-8\”?>” + “<soap:Envelope xmlns:soap=\”” + “http://schemas.xmlsoap.org/soap/envelope/” + “\” xmlns:xsi=\”http://www.w3.org/2001/XMLSchema-instance\”” + ” xmlns:xsd=\”http://www.w3.org/2001/XMLSchema\”>” + GenerateAuthenticationHeader() + ” <soap:Body>” + ” <RetrieveMultiple xmlns=\”” + “http://schemas.microsoft.com/crm/2007/WebServices\”>” + ” <query [...]

Plug-ins vs. Workflows in Microsoft Dynamics CRM

   Both workflows and plug-ins can attach to exactly the same events. Well, plug-ins have available a couple of more events but essentially both work on top of the same event model.Remember also that workflows always run asynchronous and hence, the Asynchronous Processing Service must be running on the server in order to run. Workflows [...]

Mail Merge Using Microsoft Dynamics CRM 4.0 and Microsoft Office Word

How to do a mail merge from Microsoft Outlook, using Dynamics CRM data and Microsoft Office Word. Outlook and Word version 2007 shown in this video via Mail Merge Using Microsoft Dynamics CRM 4.0 and Microsoft Office Word.

Update Rollup 13 for Microsoft Dynamics CRM 4.0

Update Rollup 13 for Microsoft Dynamics CRM 4.0 http://blogs.msdn.com/b/crm/archive/2010/09/23/update-rollup-13-for-microsoft-dynamics-crm-4-0.aspx

What’s new in Microsoft Dynamics CRM 2011?

1.) New application features Visualization. On demand graphical charts for many record types. Improved user interface that includes the Office Ribbon design and more streamlined forms. Connections. A new feature for establishing relationships between records. Recurring activities. Schedule activities, such as appointments, that repeat. Queue enhancements. Auditing. To enable record level auditing, go to System [...]