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 […]
March 23, 2012
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 […]
March 22, 2012
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 […]
March 22, 2012
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 […]
March 21, 2012
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 […]
March 20, 2012
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 […]
March 19, 2012
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 […]
March 16, 2012
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 […]
March 15, 2012
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 […]
March 14, 2012
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 […]
March 26, 2012
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