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 [...]

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) { [...]

CRM 4.0 IFrame: Show Advanced Find Result View

How to show the Advanced Find result view in an IFrame? Instead of building a custom aspx page (dynamically passing parameters, see Adi’s solution), another method to share if you don’t need passing parameters into the query. 1. Build your Advanced Find query and save it, then copy the Shortcut. 2. Put a IFrame control [...]

Replace a field to a button or Create a button on Form, and attach the onclick() event

This is an example on how to create a button on the form, using java script. First of all we need to create a nvarchar attribute and put it on the form where we want our button. In this example my attribute’s schema name is new_test. Here is the code /*———————————-*/ someFunction = function() { [...]

Revoke Access To Entity

private bool RevokeAccessToEntity(ICrmService service, Guid guidValue, Guid entityID, string EntityName) { bool isSuccess = false; // Create the SecurityPrincipal object. SecurityPrincipal principal = new SecurityPrincipal(); // PrincipalId is the GUID of the team whose access is being revoked. principal.Type = SecurityPrincipalType.Team; principal.PrincipalId = guidValue; // Create the target for the request. TargetOwnedDynamic target = new [...]

AutoNumber Plug-In for Custom Entity In CRM 4.0

using System; using System.Collections.Generic; using System.Text; using Microsoft.Crm.Sdk; using Microsoft.Crm.SdkTypeProxy; using Microsoft.Crm.Sdk.Query; using System.Web.Services.Protocols; namespace CRM.Customization.AutoNumber { public class AutoNumberPlugIns:IPlugin { DynamicEntity entity = null; int startNumber; string prefix = string.Empty; string seperator = string.Empty; int nextMaxNumber; string uniqueId = string.Empty; #region IPlugin Members public void Execute(IPluginExecutionContext context) { if (context.InputParameters.Properties.Contains(“Target”) && context.InputParameters.Properties["Target"] is DynamicEntity) [...]

Sharing Record with a Team

using  System; using System.Collections.Generic; using System.Text; using Microsoft.Crm.Sdk; using Microsoft.Crm.SdkTypeProxy; using Microsoft.Crm.Sdk.Query; namespace CRM.Customization.Sharing { public class SharingRecord:IPlugin { string teamId = string.Empty; #region IPlugin Members public void Execute(IPluginExecutionContext context) { DynamicEntity entity=null ; if (context.InputParameters.Properties.Contains(“Target” ) && context.InputParameters.Properties["Target"] is DynamicEntity ) { entity = (DynamicEntity)context.InputParameters.Properties["Target" ]; Guid recordId=(Guid)context.OutputParameters.Properties["id" ]; ICrmService service = context.CreateCrmService(true ); // [...]

Blank.aspx issue with Internet Explorer 6 in CRM 4.0

If you are getting a dialog box asking to download Blank.aspx in every pop-up window in the CRM then this article is for u. Recently, a KB cumulative hotfix (KB953838)from windows update has apparently damaged the aspx association link within Internet Explorer 6. http://support.microsoft.com/kb/953838 If you’re seeing this issue, you can resolve the problem in either the following [...]

Using Update Method of CrmService WebService

// Set up the CRM Service. CrmAuthenticationToken token = new CrmAuthenticationToken(); // You can use enums.cs from the SDK\Helpers folder to get the enumeration for AD Authentication. token.AuthenticationType = 0; token.OrganizationName =”AdventureWorksCycle”; CrmService service = new CrmService(); service.Url =”http://<servername>:<port>/mscrmservices/2007/crmservice. asmx”; service.CrmAuthenticationTokenValue = token; service.Credentials = System.Net.CredentialCache.DefaultCredentials; // Create the contact object. contact contact = new [...]