Using Action we can trigger plugin, steps for that are …
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To debug plugin, we have two ways, One is explained in below provided link, I will explain the other.
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Attaching file in MS CRM through coding ,
Many times we needs to add different documents as an attachments to note, thus thought to share it ..
I explored, PDF, Word, Excel, Text file only, but i belive same code can be useful for other types of documents as well. Thus only Text file and PDF file complete function ahs been provided as an example and for rest only change of that document. That change belongs to “mimetype” only, rest part is same.
Word file : only change mimetype in below PDF code
// Set the type of attachment
note.MimeType = @"application\ms-word";
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Recently, i added RichText Editor in MS CRM by supported way, thus thought that let’s share it.
Adding RichText editor in MS CRM is very easy. I used a solution i found on code share and modified that as per my requirements. Here are the steps to add that in MS CRM,
Continue reading “Configure HTML Rich Text Editor in CRM”