Field Service: installation

field service

Filed Service is one of the great feature available with MSD 365, here is the overview of it. Microsoft has developed managed solution for it we can install that in our environment, its available in Dynamics Marketplace.

Here are steps to install that in the environment…. Continue reading “Field Service: installation”

Get complete trace through multiple level plugins

 

trace

While extending MSD CRM with complicated business requirements, we write many plugins; one plugin triggers from another plugin’s create or update. In such a scenarios if one of child plugin breaks then it will provide only current plugins trace, it’s very hard to analyse that particular scenario or replicate that same scenario in Dev environment without the proper trace.  if we develop with normal plugin sample it won’t generates that all trace from various different plugins, it will provide only one plugin’s trace where it actually got a break.  Continue reading “Get complete trace through multiple level plugins”

Plugin debugging

solution-mgmt

Have you ever stuck in a situation where the plugin working perfectly in a test environment but not the SIT/UAT/Production environment?

Remote debugging might be a tricky setup in most of the production server because of the firewall constraint or even many times developer does not have access to the following environment. In such situation how we can survive, Debugging skills will save us in this situation.

Debugging is must skill for every developer while updating or fixing any code; we need debugging skills.  Continue reading “Plugin debugging”

LinkEntity issue with ‘Partyid’

Today, I was working with LinkEntity for ‘PartyId’, So I want all appointment where specific account or contact is in the required field and is connected to a specific entity.

Thus, I created 3 appointments on the entity and wrote following query… Continue reading “LinkEntity issue with ‘Partyid’”

Error: AliasedValue – Key not found

Key not Found

Error: Key not found in Link Entity QueryExpression (Ref above image). Continue reading “Error: AliasedValue – Key not found”

CRM 2011 Chart Enhancements

With the advent of R7/Update Rollup 5 from CRM 2011.  The ability to modify charts within the CRM 2011 interface has grown.  However, if you want to take the user chart experience even further, there are still some modifications that you may want to make by exporting the chart out to an .xml file and modifying it in Visual Studio and reimporting it back into CRM.  Below are a few basic examples for various chart types with screenshot examples and the code snippets with the areas highlighted in yellow that you need to modify.

In creating this blog, I found the following resources helpful… Continue reading “CRM 2011 Chart Enhancements”

Consume Web-request from Plugin

web

Generally, CRM not works alone, it includes many other application, such time we needs to move data from one application to another. In this situation we needs integration; We do integration with either “HttpWebRequest” or “BasicHttpBinding”.  Continue reading “Consume Web-request from Plugin”

‘Save and close’ button issue

save

We were facing issue in ‘Save and Close’ button for an entity form. What happens, on first click of ‘Save and Close’ button, it just refresh the page, neither getting saved nor even getting closed.

Thus, after big research, we come to know its happening only if we are using two buttons on command bar then only this persist.

Continue reading “‘Save and close’ button issue”

Make Rich text editor read only

CK editor

Recently we had requirement of adding RichText HTML control in MS CRM for few attributes (add RichText HTML editor in MS CRM ). On implementation of it, client demand to make it read only / editable based on some condition. so that implementation is ..

Continue reading “Make Rich text editor read only”

Common plugin for Deactivate / Delete all associated entity

Its walk-through for deactivating all associated (1:N) records. Steps for that are

  1. Create plugin
  2. Register and create steps

Create plugin

Continue reading “Common plugin for Deactivate / Delete all associated entity”