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Continue reading →: Associate/Disassociate plugin messages in CRM
In CRM, the Associate or Disassociate event happens If you have a N:N relationship between two entities and when you try to associate or disassociate records either from Associated view or Sub grid. In Plugins, the Associate & Disassociate messages behave little different than other messages. When you register a plugin…
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Continue reading →: Access denied error while updating user’s “domain name” field
We have few existing users in our CRM application which we wanted to change the “Domain name”. Also we wanted this update to be done by a User who is not a “System administrator”. We were getting below exception for few users, when we try to update the domain name of…
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Continue reading →: Working with CRM 2011 online – Basics
Below are few things to ponder, when you are new to CRM and moving from “onpremise” to “online”. Device registration Its very important to get your device registered to connect to CRM online. We need to specify the device credentials many places (for example, credentials are must when you use “crmsvcutil.exe” to generate wrapper class…
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Continue reading →: Multiple relationships between 2 entities
What if I have multiple relationships between my entities, how CRM handles multiple “Relationship Behaviors” (i.e., for example Parental & Referential) Let’s consider this scenario, I have 2 custom entities “Customer” & “Bike” and my requirement is a customer should possess multiple bikes I created a 1:N relationship with “Type…
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Continue reading →: Debug Plug-ins using “Plug-in Profiler” – CRM 2011
In CRM, we can debug the plug-ins deployed in “on premise” by following the steps in this article. But it’s always difficult to debug Plug-ins deployed in CRM online. Now we can debug Plug-in code registered in both online/on premise also using “Plug-in Profiler”. In CRM 2011, with the SDK 5.0.5 and later releases we got…
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Continue reading →: CrmSecurityException – Unable to access Organization
The other day, I was suddenly not able to access my CRM organization. I was getting “Unhandled exception” message when I browse the Organization URL. I tried to restart the my application server IIS, but no luck. When I checked the event viewer for more details, I observed a below Warning message…
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Continue reading →: ReportProcessingException: Cannot create a connection to data source ‘CRM’
Recently, when we deployed our CRM managed solution with reports on our testing environment, we were getting “rsProcessingAborted” error while accessing the reports. When we check the event viewer for more error details, we found below “Caller has insufficient privilege to run report” exception Data source ‘CRM’: An error has…
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Continue reading →: Passing multiple values to web resource(HTML/Silverlight) in CRM 2011
Lets assume a requirement as below I need to show a custom HTML page on my “Account” form Read few “Account” entity field values (i.e., Address1_line1,City etc…) from my HTML page Account fields to pass to HTML need to be configurable (i.e., Fields I need to read in my HTML may change) Solution…
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Continue reading →: Implementing Claims Based Authentication and IFD – CRM 2011
Brief Intro about Claims-based authentication In CRM 4.0, external users, who weren’t using VPN, could access the Internet via forms authentication. CRM 2011 replaces forms authentication with claims-based authentication. This is an identity access solution designed to provide simplified user access and single sign-on access to CRM data Below are…
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Continue reading →: How to modify Organization’s Report Server URL and Display Name
Assume in the mid of your CRM implementation, your report server has been changed. Now all you need is to point your organization with the new report server url. We can do this using “Deployment Manager” by following below steps Open the “Deployment Manager” and click on “Organizations” link Choose your “Organization”…
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Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI 