Browsing All Posts published on »March, 2012«

CRM 2011 – how to update read only fields with Javascript

March 26, 2012

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I have had an annoying problem which had me pulling out my hair in frustration when I was testing some javascript. I had created a field called arranged by and it was a user lookup which was read only because I didn’t want people to set it, I wanted to set it when someone booked […]

CRM 2011 – Setting a state and status of an entity using a plugin

March 23, 2012

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I had created a charge entity.  I was creating charge entities of certain values when certain things had happened on regarding cases.  When a case was created it created a charge entity linked to the case, account and product etc for a certain value. Then when other status were reached a workflow would fire off […]

CRM 2011 – Update Rollup 7 for Microsoft Dynamics CRM 2011 (KB 2600643)

March 22, 2012

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The rollups keep rolling up for CRM 2011 and this means we are closers to R8 and the big enhancements coming our way. I have updated the wiki page with the all the rollup numbers and version which you can see by clicking the link below CRM 2011 Build and version numbers   To download […]

CRM 2011 – QueryExpressions where a field is null

March 22, 2012

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I had to write some code today which retrieved some entities which didn’t have a value in a field, so basically I had to write a query to find all the entities which had a null value. I finally found some sample code on the Microsoft SDK below is my full code.  I am selecting my custom […]

CRM 2011 – Setting a user lookup with the logged in user with Javascript

March 21, 2012

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Sometimes you need to log the current user in a User Lookup. Xrm.Page.context.getUserId() if you wanted to set a user lookup field you would need to do this meta_aurarrangedby is a user lookup field This will set the correct guid but the user name will be blank until the page is reloaded if you want […]

CRM 2011 – defaulting the Customer lookup to contacts on the case form

March 20, 2012

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There are a few lookups in CRM call Customer lookups and can be either Accounts or Contacts. I have to say I often find these annoying.  Often on the Case form I have to add an account lookup so the user can specify an account and a contact.  The problem is when I use the […]

CRM 2011 – Solutions and publisher prefix

March 19, 2012

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When I modify an organisation I usually make a new Publisher with Metaphorix the company I work for and other details. I also change the prefix on the publisher to meta, so I can easily tell all the fields I have added. When you create an organisation CRM automatically creates a publisher called default publisher […]

CRM 2011 – CRM was down after power cut

March 16, 2012

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We had a power cut today in the office.  Initially you think woohooo, I can relax and have a cup of tea for the 30 minutes and then you realise you can’t make a cup of tea because the power is down. Then you realise the only work you can do is documentation, AHGHGHGHGG The […]

CRM 2011 – Pending Email warning

March 15, 2012

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I was getting the Pending email warning message today when I logged into CRM.  This message will appear if you have some emails which haven’t been sent. After a week of this message I finally decided to do something about it, I couldn’t figure out what emails I might have in CRM which wouldn’t have […]

CRM 2011 – adding validation to the Resolve Case button

March 14, 2012

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I had a scenario where the customer wanted the helpdesk user to fill in some call analysis fields when a case was resolved. Initially I made a new status called Completed, I created some new fields for the users to fill in regarding customer satisfaction, if they resolved the case within the time period and […]