How to Schedule reports in CRM 2011? The Microsoft Dynamics CRM 2011 schedule report feature is used for creating report snapshots. There are a few reasons to use this report snapshot functionality: Send as a SQL Report Server email subscription Cache ‘point-in-time’ snapshots Use as the user-run report for especially long-running reports Select the report…
Tag: CRM 2011 Training
CRM 2011 Training Series – What is the difference between Append and Append To?
What is the difference between Append and Append To? Here’s an easy example to help remember the distinction between the Append and Append To Rights defined in CRM's Security Roles. Consider the situation when a user needs to set the Parent Customer field on the Contact. Beyond the obvious ‘write’ permission on the contact, they…
CRM 2011 Training Series – Differences between Workflows and plugins in CRM 2011
Differences between Workflows and plugins in CRM 2011 Criteria Use Plugin Use Workflow Use Dialog Needs custom logic to execute synchronously. Plugins support synchronous execution. NA Dialogs always execute synchronously. The logic needs to be executed while offline Only plugins are supported offline. NA NA Needs elevation of privileges (impersonation) In the plugin step, you…
CRM 2011 Training Series – How to create a custom button in CRM 2011?
How to create a custom button in CRM 2011? Here is a beautiful post on msdn on how to create custom button in CRM 2011. This walk through shows you how to create the following new custom Send to Other System button to the Collaborate group for the Account entity ribbons: Account entity form ribbonAccount…
CRM 2011 Training Series – What’s the difference between FetchXML and QueryExpression?
What’s the difference between FetchXML and QueryExpression? These are the two distinct ways that you can query CRM using CRM SDK to retrieve the required information. QueryExpression is the mostly commonly used way for querying information in CRM. Probably because it uses the object oriented style of coding and so you have distinct classes for…
CRM 2011 Training Series – How to use Secure and Non-Secure configuration in Plugin?
When you register a plugin step, there is a field where you can specify some configuration parameters for the plugin execution: Then in the Constructor of your plugin class you will get the configuration value which you can use later in the Execute method: public abstract class BasePlugin : IPlugin { private string _secureConfig…
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…
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