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Continue reading →: Associate Campaign with related items using Jscript – CRM 2011
We can associate 2 entity records having N:N relationship using “AssociateRequest” SDK message. (How to associate) But you get below error when you try to associate a Campaign record with Campaign related items such as Marketing List, Product, or Salesliterature using “AssociateRequest” SDK message. Associate is not supported for CampaignItem Platform To associate…
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Continue reading →: Consuming WCF service from Jscript using JQuery
I recently got a requirement to host a WCF service in Azure and consume it client side using Jscript. In this article, I am providing details on how to consume WCF service from Jscript with the help of JQuery. In below example, service is a simple “Products.svc” contain 1 method “GetProducts()” and…
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Continue reading →: Copy a security role programmatically – CRM 2011
In one of the requirement, we have to create a new security role by copying an existing role in a Plug-in. The whole requirement break down to 3 steps Create a new security role Get all the existing role privileges by using “RetrieveRolePrivilegesRoleRequest” “RetrieveRolePrivilegesRoleResponse” contain, “RolePrivileges” property, with collection of…
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Continue reading →: Unable to install CRM 2011 Report Extension – Reboot required error
I was getting below “Reboot Required” message when I tried to install “CRM 2011 Report Extension” (i.e., CRM2011-Bids-ENU-i386) I restarted my machine and I retried to install, still I was getting same error. As mentioned in the error message, I checked the log file under “C:\Users\{curr_user}\appdata\Roaming\Microsoft\MSCRM\Logs\BIDSExtensionsSetup.log” path, there it was…
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Continue reading →: Disabling controls in a section using JScript
We can’t disable a Section using “setDisabled(false)”, as Section is a container of controls. Below is the logic to disable all the controls in a section Loop through all the page controls If the control’s parent is the specified section, disable the control Below are the functions to disable controls in…
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Continue reading →: Set desired form as default using script – CRM 2011
I have an “Account” entity with multiple forms (i.e.,4 forms). My requirement is to set particular form as default form based on some logic. Below is the script to set desired form as default. function setMyFormAsDefault() { // Set the form name you want to set as default var myDefFormName…
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Continue reading →: Lead qualify process design changes in UR 12 – CRM 2011
In UR 12, the lead conversion process has been redesigned. Refer below for lead qualify process before and after UR 12 Lead conversion before UR 12 Before UR 12, we have “Qualify” button on Lead ribbon It opens a “Convert Lead” web page, which gives us options to create Contact/Account/Opportunity. After UR…
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Continue reading →: Read and Parse XML web resource using Jscript – CRM 2011
I have a XML file with below content added as a web resource (new_fruitsxml) in my CRM application <?xml version=”1.0″ encoding=”utf-8″ ?> <Fruits> <Fruit Code=”App”> <Name>Apple</Name> <Price>20</Price> </Fruit> <Fruit Code=”Orng”> <Name>Orange</Name> <Price>10</Price> </Fruit> </Fruits> Below is the Jscript code to read and parse the XML. Note – The code uses…


