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Showing posts from May, 2009

Bulk Edit Issue on Custom Entities

A typical problem while performing a Bulk edit on any custom entity is that all the hidden fields on the form become visible. Since MS CRM does not provide a way out to let the fields remain hidden on bulk edit form, you might think of restricting users from performing bulk edits for custom entities. Here is the simple way to proceed on this: 1. On the custom entity Form , add a hidden Iframe . 2. Create a simple . htm file and create a new virtual directory in IIS under the ISV folder where you place this htm page. 3. Specify this relative path as the URL of the iframe. Example if your custom application is hosted at \ISV\MyCustomWebPages folder and the . htm file is MyPage.htm , the Iframe URL would be \ISV\MyCustomWebPages\MyPage.htm . In the . htm file, check the form type for Bulk Edit. MSCRM by default provides form type an enum for form types. (See SDK: http://technet.microsoft.com/en-us/library/cc150873.aspx ) Bulk edit type form value is 6. if(parent.document.forms[0]

How to develop yahoo widgets for accessing MSCRM 4.0 data

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In this blog, I’ll take you through the development of yahoo widget for accessing MSCRM 4.0 data for the on premise deployment of MSCRM. In my future blogs you may find the implementation for the hosted & Crm Live models as well. The purpose of this article is to quickly access the MSCRM data & provide a quick navigation link to directly jump to the record in MSCRM using browser.So, what kind of data would be more relevant to a user in MSCRM? Well answer to this question depends on the role of the user but, MSCRM Activities are something which is relevant to all types of users. So, in this walkthrough we’ll retrieve the activity records of MSCRM 4.0 to display i.e fetching all the activities for the currently logged in user from the MSCRM server. Audience Profile: The target audience should already be familiar with Yahoo widget’s development and should have little understanding of XML, JavaScript and webservice calls as well. To start with prepare your layout for the widget by

Creating your custom solution for MS CRM 4.0 - Programmatically fetch Isv Config and Sitemap for an organization

The CRM SDK provides ExportXmlRequest in order to export any customizations programatically. For example, the isv config for an organization can be exported as : CrmServiceRef.ExportXmlRequest exportRequest = new CrmServiceRef.ExportXmlRequest(); // Define the nodes to retrieve, the site map and the isv configuration. exportRequest.ParameterXml = @"<importexportxml> <entities></entities> <nodes> <node>isvconfig</node> </nodes> <securityroles></securityroles> <settings></settings> <workflows></workflows>

Troubleshooting the Reports Issues in MS CRM 4.0

This article helps you troubleshoot couple of Reporting Services issues that you may encounter while running reports in MS CRM 4.0.The problems may occur even when the MS CRM 4.0 installation was done successfully and no error message was shown for reporting services. The most common error message that is generally displayed while running the report in MS CRM 4.0 is “ The report cannot be displayed ”. This message is a very general one and does not point to any specific problem. There may be various causes for it and one of those is that SQL Server Reporting Services is not running on the server where SQL is installed. To solve this problem, locate the service in Service Manager and check its status and startup type in the Properties. If the status is ‘Stopped’, first make the startup type of the service as ‘Automatic’; this will ensure auto-start of the service whenever required, and then start the service. If you are not able to start the SQL Server Reporting Services and you get Er