Post-Operation Plugin not working
I have a plugin that I am using to do a count.I have registered the plugin as follows:Message: CreatePrimary entity: new_evalStage of execution: Post-operationExecution mode: SynchronousExecution...
View ArticleCRM 2015 online - Plugin for entity assign message
Hi,I am writing a plugin that I want to be triggered when a case entity is assigned. I don't need to check who it's assigned to, I just want the plugin to fire when the owner is updated. All I'm doing...
View ArticleDynamic CRM 2013 Online how to execute Report, generate PDF and email
Dear All,I am using Dynamic CRM 2013 online. For quote, I have workflow and Dialogue processes for review process. On approval, I want the system to generate a PDF of quote report, attach the PDF and...
View ArticleAdd a button to CRM 2011 Form
I'm trying to add a Java Script button the a form in CRM 2011 and it will not work. ?I keep getting this"Invalid web resource type form form" any thoughts? I added it as a resource to my...
View ArticleExecute in batches
Hi,I am learning data import process through CRM 2013 sdk. I was able to import and create records in CRM(1 by 1 import). I would like to know how can I leverage my code to execute the same in batches....
View ArticleHow to change innerHTML of form in MS Dynamics CRM 2015 form?
I have a form in MS CRM 2015 Online. it was updated to 2015 from 2013 recently. I have a requirement such that i have to show multi select check boxes on CRM form. In CRM 2013 i have an option set...
View ArticleUpdate Related Entity from Plugin
I have a plugin registered against one entity A. I want to update a field in another entity B when a field in entity changes.Can I use the same plugin to update entity B even though it is registered...
View ArticleAttaching QuoteDetails into a Custom Entity
Hello,We're using CRM 2013 on-premise and our requirements are as follow:1. When a quote is activated, create a new custom entity 'Request'2. Associate the quote with the new Request entity3. Associate...
View ArticleCRM Online 2015 Update 1 - SQL Timeout Error with ExecuteMultipleRequest
Hi,Context:We recently ran into a performance issue with a CRM plugin. What it tries to do is to add a large existing contacts (over 2500s) to an existing marketing list. The plugin is registered as a...
View ArticleAdd items to quotedetails
I am trying to write a new line to a quote in Dynamics CRM, I have queried for the existing quotes Id and am trying to assign that but it fails saying "NullreferenceException was unhandled Object...
View ArticleNo hyperlink in field name after using CRM_URL in SSRS parameter
trying to configure "Drill Down" on my Custom CRM Report.I used the CRM_URL in my Parameter, set the visibility to hidden and had data type to text. The allow blank value and allow null value are...
View ArticleHow to get Campaign Activity Marketing List using OData query to Campaign...
Hello Devs,How can I get campaign activity marketing list (related) records in an OData query call to CampaignActivitySet? like...
View ArticleGet List of Citizens with no Associated Entity or Activity or Case
I have a Citizen table containing all the records of the citizens.I have a number of entities that each record has an associated citizen record.Though not all citizens have an associated entity.Does...
View Article[CRM 2016 online] Referencing javascript in a HTML webresource
HelloI'm attempting to use the XrmServiceToolkit with a HTML webresource, but I'm unable to create a proper reference. This is how the js webresource is defined - I don't have an English version, but...
View ArticleClik here to view.
ActivityParty table - PartyObjectTypeCode not fetching value
Hi Forum,Need your help regarding ActivityPary table.Using SDK, I am querying ActivityParty table. This table has one column called "partyobjecttypecode". This column defines what kind of object the...
View ArticleCRM2011 - Ribbon javascript function requires another javascript web resource...
Perhaps I don't understand the management of the web resources correctly, but what I am trying to do is call a javascript function from a ribbon button (which is easy enough) but in that script, I need...
View ArticleAdding value to Attributes - Plugin
Hi,I am trying to set a value to an attribute in a plugin which needs to be concatenated with a string value. I am running through errors.. not sure what is wrong. Someone please guide me through...
View ArticleCRM Security
The query below gives me all the data I need with the exception of the collection each privilege belongs to(Core Records, marketing, Sales, Service etc.) and which Entity it belongs to(Account,...
View ArticleCRM 2015 - SSRS Report cannot set date in pre filter.
I have a specific requirement from a customer that the pre-filter of an SSRS report should contain an "on-or-after" and an "on-or-before" clause. Effectively similar to a last 7 days filter but the...
View ArticleCRM 2011 - Opportunity Close Entity Using SDK
Hi Forum,I am working on a project where I am merging 2 CRM systems (both 2011 on premise). I am using SSIS to get source system data in form of sql queries and then using SDK to create records in...
View Article