CRM 2011 Training Series – Why workflows are not allowed in CRM 2011 Online?

Why workflows are not allowed in CRM 2011 Online? Ever think of why custom workflows are not allowed in CRM 2011 Online version? Here is the reason for that. First you need to know how the CRM pipeline processes work. Trusts Plug-in developers have the option of registering their plug-ins in the sandbox, known as…

CRM 2011 Training Series – How to disable all fields on the form through Jscript?

How to disable all fields on the form through Jscript? There are many occasions where you need to disable all fields/controls on an entity form. Here is the code snippet that shows how to do that. // JScript source code function DisableFieldOnHold() { if (Xrm.Page.getAttribute("statuscode").getValue() == "2") { disableFields(); } function disableFields() { var attributes…

Windows 8 and Microsoft Dynamics CRM: Shaping the Future of CRM Applications

During the Microsoft Dynamics Convergence conference last month, Microsoft gave us a preview of what is coming in future CRM releases.  One exciting design theme that will be started in the “R9” (Q4 2012) and continue with future CRM releases is the Metro design and ability to merge in nicely with Windows 8.  Three major…

Microsoft Dynamics CRM Cross Browser Update

Microsoft made an announcement on Tuesday at the eXtremeCRM 2012 Conference. Microsoft will be launching the much anticipated cross-browser compatible version of Dynamics CRM by the year’s end in what is now known as the “Polaris” release. It will be followed by the “Orion” release in the second quarter of 2013. This release will include…

How to Create a Simple Webpage Leveraging The CRM 2011 IOrganizationService Web Service

Scenario: The CRM users need the ability to add contacts into the CRM system without using the main CRM application. They would like a simple data entry website with minimal fields. To accomplish this, we will develop an asp.net website that connects to the CRM 2011 platform using the IOrganizationService Web Service. The custom website will…

Change the display text in a lookup in CRM 2011

The following function enables you to change display value of a lookup in MS CRM. In the example below we have a custom entity to register multiple roles/relationships between accounts and contacts. Obviously, one contact can work for multiple accounts at any time or become a member of a society or association. We have modified…

A must read blog post on CRM 2011 new features :Courtesy – Dynamicsexchange

Hello guys, I was going through CRM sites and got to see this amazing blog post in dynamicsexchange. This will be useful for those who are new to CRM 2011 and want to know the basics UI customization.   Here is the url: http://www.dynamicsexchange.com/CRM-2011/CRM-2011-Technical-Review.aspx Kudos to the author for the effort!

List of changes in plugin development in CRM 4.0 and CRM 2011

There are not much changes in terms of plugins. there are few changes like instead of using DynamicEntity class we have to use the Entity class. the five major changes are : 1. The IPlugin now resides in Microsoft.Xrm.Sdk namespace instead of Microsoft.Crm.Sdk public class ClassName : Microsoft.Crm.Sdk.IPlugin public class ClassName : Microsoft.Xrm.Sdk.IPlugin 2. The…

List of changes in Custom Workflow Assembly in CRM 4.0 and CRM 2011

Here is a a quick list of changes you need to remember while creating workflow assemblies in CRM 4.0 or CRM 2011, as found here. 1. References CRM 4.0 using System.Workflow.Activities; using System.Workflow.ComponentModel; using System.Workflow.ComponentModel.Compiler; using Microsoft.Crm.Sdk; using Microsoft.Crm.Sdk.Query; using Microsoft.Crm.SdkTypeProxy; using Microsoft.Crm.Workflow; CRM 2011 using System.Activities; using Microsoft.Crm.Sdk.Messages; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Workflow; 2. Base Class…

How to set Date fields in MSCRM 2011 Dialogs

If you are capturing a date in a dialog, it is not possible to assign that value to the crm datetime field. It can be done by creating workflow assembly. Create a workflow assembly, which takes a string as input parameter and return date as output parameter. Here is code.. using System; using System.Activities; using…

Changes in CRM 2011 plugins

There are a lot of syntax and functional changes in MSCRM 2011 plugins. I have listed some of them below: 1. New References • System.ServiceModel • System.Runtime.Serialization 2. Microsoft.Crm.Sdk has been replaced by Microsoft.Xrm.Sdk 3. The default parameter for execute method has been changed from IPluginExecutionContext to IServiceProvide public void Execute(IServiceProvider serviceProvider) 4. IpluginExecutionContext has been…

Dynamics CRM 2011 Security Roles

Security Roles, when assigned to a user or a team, determine what users can and cannot do in a Dynamics CRM organization. Security roles are probably the most complex concept in the Dynamics CRM security model. I wrote an article an earlier article about the related concepts of business units, users and teams, but security…

Pros and Cons in Integrating Dynamics CRM 2011 and BizTalk Server 2010

Here is a nice post on Dynamics CRM 2011 and Biztalk Server 2010, by Richard Seroter ::Link to the Original Post:: Microsoft Dynamics CRM 2011 is the latest version of Microsoft’s CRM platform.  The SaaS version is already live and the on-site version will likely be released within a couple weeks.  Unlike previous versions of…

JavaScript Libraries in Microsoft Dynamics CRM 2011

In Microsoft Dynamics CRM 4, it is a very tedious task for system customizers to manage and track JavaScript. System Customizers/Developers have to write JavaScript on every event handler on the form. But Microsoft Dynamics CRM 2011 provides JavaScript libraries that can be utilized on events and forms across the solution. Now common JavaScript functions…

Custom workflow actions in Microsoft Dynamics CRM 2011 Online

Microsoft Dynamics CRM 2011 Online is one of the most efficient, powerful and cutting edge technology of CRM products because of its cloud-based version. Opting for cloud-based CRM solutions means, that you would have a quick access to the application with minimal interruptions as the software is stored on remote server, which can be access…

Data Design for CRM Projects – Customisation Approaches

What factors affect the design choices Before getting to the different approaches, we need to consider what factors are most important when comparing different design approaches. Whenever we start a design for a customer, we have to be aware that each customer will put different emphasis on these factors. Benefits of using existing entities and…

What’s new in Microsoft Dynamics CRM 2011?

Microsoft Dynamics CRM 2011 provides new and enhanced features that help you to increase your organization's effectiveness and productivity. Improved Microsoft Office interface Microsoft Dynamics CRM 2011 introduces a new Office 2010 contextual ribbon for the Microsoft Dynamics CRM Online and Microsoft Dynamics CRM browser clients and for Microsoft Dynamics CRM for Microsoft Office Outlook.…

CRM 2011: Breakthrough Functionality

Well here we are in the week after Microsoft’s Worldwide Partner Conference (WPC) and I must admit that I’m still a little overwhelmed by the amount of new information that there is to digest about Microsoft Dynamics CRM 2011, SharePoint 2010 and Microsoft’s cloud strategy. A number of announcements and public demonstrations were delivered regarding…