Date Issue

linq

In MS CRM, we have multiple date time zone setting, each user can set his own time zone as per his requirement.

Thus, Microsoft Dynamics CRM stores all DateTime fields in UTC time, so by using the ‘DateTime.UtcNow’ approach our dates will be converted into UTC time before hitting the database. Continue reading “Date Issue”

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”

Special privileges in CRM Security Roles

Awesome article …

CRMguru

There are several privileges in Dynamics CRM that control access to things like settings and user personalisation features, rather than data records. If users are missing some of these then they might not be able to sign in to CRM at all, or might not be able to use it properly. In particular, there are six privileges that can only be set at User level

Privileges that can be set at “User” Level only

There are a few privileges that you can only set to User level or None in any security role. Five of the entities for which this is true are on the Core Records tab, and you can easily find out which they are by looking at the System Administrator security role (shown below). Even this “super user” does not have global rights to these items so they stand out as the only rows not covered in…

View original post 1,561 more words

Deployments – Keep GUID sync

deploymnet

During deployments we have to keep same GUID’s across the environments, it will reduce the over headache like workflow/business rule validation. Here  are some methods ..

Manual Method

Exporting the data out of your DEV CRM (ticking for reimport), turning the files into CSV files, this will have the guid each row.  You can import these into different CRM instances

Create a CRM SDK Console app

Continue reading “Deployments – Keep GUID sync”

Working with Goals – Rollup Query

rollup

We can create Rollup Queries using CRM SDK (plugin or workflow or some external tool). In this entity, MS CRM provided similar to advance find capability for Query attribute, CRM stores it in database as ‘fetchxml’ attribute in fetch-XML (XML) format. Continue reading “Working with Goals – Rollup Query”

Configuration Migration Utility

2548.image001

The main purpose for the Configuration Migration tool is to migrate configuration data that is usually stored within custom entities from a source master development environment into a package that can be deployed onto a target live environment. The tool can also be used to package up some sample data say for a product add-on to demo how to use it.

issue: GUID’s must in sync to use this tool else it will copy the data but not able to resolve the lookup.

Continue reading “Configuration Migration Utility”

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”