Lookup information from a related entity using the XrmServiceToolkit or just the REST endpoint.
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Lookup information from a related entity using the XrmServiceToolkit or just the REST endpoint.
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Everybody loves to use InfoPath forms. And let’s face it, we all wish we could just take them and put them into CRM. This post delves into how I integrated InfoPath & CRM to dynamically allow InfoPath forms received by email into CRM records. It is still under development, but the source code has been partially tested and works.
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CRM Activity Feeds are here! They are great. Microblog away.
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Searching for appointments using the SOAP Web-Service from Silverlight can be tricky if you don’t know to initialize the empty collections. Once their initialized, scheduling is a breeze.
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I get a lot of questions about what is a supported change or what is an unsupported change. Dynamics CRM is an extremely customizable system and provides tools to facilitate customization. So just what is supported or unsupported?
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Recently I needed to create some AD users for my CRM demo environment, and since I hate doing tedious repetative tasks I ended up using a powershell script. I thought I would share the script so that other people doing demos don’t create users 1 by 1.
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This afternoon I was at the Microsoft Dynamics CRM booth at Convergence when someone asked me about required fields in CRM 2011. They wanted to know how to make fields required, but have different forms with different required fields for the same entity.
First, in CRM 2011, when you make a field required by editing the field, you are making it required for all forms (that the field is on).
If you want to make a field required just for a particular form, you can use a form onload event to change the requirement level. One of the great things about CRM 2011 is just how much is exposed to JScript through Xrm.Page. There are methods on the attribute to get the required level and set the required level. Let’s suppose for example that we want to make the First Name required, but only on this form, then we could use the following onload function with the parameters ‘required’, ‘firstname’ to make the field required. If we needed to add multiple fields, then we would just specify them after ‘firstname’, such as ‘required’,'firstname’,'address1_city’.
function updateRequirementLevel()
{
var level = arguments[0];
for (var i=1; i < arguments.length; i++)
{
var attribute = Xrm.Page.data.entity.attributes.get(arguments[i]);
attribute.setRequiredLevel(level);
}
}
That will make each field you specify after the level, required or recommended based on the level you pass as the first parameter. Calling the function updateRequirementLevel('required','firstname'); will make the firstname required.
CRM 2011 is great. It’s fast and effective. It allows you to leverage JScript better and when it is teamed up with IE9, you get great performance. The only problem is that I like to have my tabs on a separate row, and I don’t like how CRM pops up a new window for everything, and I want the space for my tabs to display the name of the form, such as the contact name, etc. Here’s how I setup my client machine.
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Unfortunately, CRM does not currently support adding the queue to a case advanced find. However, that doesn’t mean it can’t be done. Follow the steps in this article to modify your fetchXML and your layoutXML to have the queue name show up in the advanced find.
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Just in case you need to get the id of an element in CRM and you are new to CRM development or IE development, the IE developer toolbar is great tool and huge help. You can check out this video on how to access it and hopefully it is enough of a teaser to convince you to start using it and play with it.
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