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Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI

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  • CRM, CRM 2011, JScript

    Filtering partylist entities using jscript in CRM

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    Rajeev Pentyala

    on

    August 2, 2012

    In CRM, partylist Party List is a data type, using which you can set more than one type of entity records for a single field For example, In the ‘Appointment’ entity, field “requiredattendees” is a ‘Party List’ type We can select multiple records of different      type (i.e., Accounts, Users,…

    Continue reading →: Filtering partylist entities using jscript in CRM
  • CRM, SQL, SSRS

    Getting logged in user’s GUID in CRM reports

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    Rajeev Pentyala

    on

    July 27, 2012

    We can get the logged in user GUID in the custom reports deployed in CRM using “fn_FindUserGuid()”  function Below is the sample query for the same DECLARE @currUserId UNIQUEIDENTIFIER SELECT @currUserId=dbo.fn_FindUserGuid() PRINT @currUserId 🙂

    Continue reading →: Getting logged in user’s GUID in CRM reports
  • Misc

    Restart remote machine using command prompt

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    Rajeev Pentyala

    on

    July 14, 2012

    We can restart a remote machine if you are domain administrator. Consider a scenario Machine 1 & Machine 2 are part of Domain “XYZ.com”. Assume “Machine 1” hanged and not even letting you to Shut down or Restart. So to restart the machine 1, Login as administrator to “Machine 2”…

    Continue reading →: Restart remote machine using command prompt
  • CRM 2011

    File name ABC.pdf is invalid – error while creating attachment programmatically

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    Rajeev Pentyala

    on

    July 9, 2012

    The other day I was getting “Invalid file name” error when I try to create an attachment with .pdf file and associating to Email, in my plug-in. (link) Reason Reason was “pdf” was added as blocked file extension for attachments in my CRM organization. Fix :- Go to “Settings -> Administration -> System Settings” Remove pdf from “Blocked…

    Continue reading →: File name ABC.pdf is invalid – error while creating attachment programmatically
  • CRM 2011, JScript

    XrmServiceToolkit for CRM 2011

    Published by

    Rajeev Pentyala

    on

    July 8, 2012

    XrmServiceToolkit is a JavaScript library which can be used for JavaScript Development under the platform for CRM 2011 environments. Download from Codeplex link http://xrmservicetoolkit.codeplex.com/ It contains single jscirpt file “XrmServiceToolkit.js” The library contains three major parts regarding functions. Common: General Methods used for various purpose. Rest: Organization Data Service functions…

    Continue reading →: XrmServiceToolkit for CRM 2011
  • CRM 2011, Plug-Ins

    Plug-ins in CRM 2011 – Useful points

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    Rajeev Pentyala

    on

    July 7, 2012

    Plug-in stages Pre validation Registered Plug-in run before the form is validated Useful if you want to implement business logic before the actual validation starts.  i.e., Changes made in plug-in won’t be saved if the validation of the main system plugins complain because the changes are outside the database transaction.…

    Continue reading →: Plug-ins in CRM 2011 – Useful points
  • CRM, CRM 2011, JScript

    Activate or Deactivate record using jscript

    Published by

    Rajeev Pentyala

    on

    July 5, 2012

    Hi, Below is the script to Activate or Deactivate record using jscript. // ‘State’  – Activate 0; InActive 1 // ‘Status’ – Active 1; InActive 2 function ActivateOrDeactivate(entityName, entityId, status, state) { var setStateRequest = ‘<s:Envelope xmlns:s=”http://schemas.xmlsoap.org/soap/envelope/“>’ + ‘<s:Body>’ + ‘<Execute xmlns=”http://schemas.microsoft.com/xrm/2011/Contracts/Services” xmlns:i=”http://www.w3.org/2001/XMLSchema-instance“>’ + ‘<request i:type=”a:UpdateRequest” xmlns:a=”http://schemas.microsoft.com/xrm/2011/Contracts“>’ + ‘<a:Parameters xmlns:b=”http://schemas.datacontract.org/2004/07/System.Collections.Generic“>’…

    Continue reading →: Activate or Deactivate record using jscript
  • CRM 2011

    Hide or Show Form Assistant in CRM 2011

    Published by

    Rajeev Pentyala

    on

    July 4, 2012

    Hi, We can Enable/Disable and Expand/Collapse the ‘Form Assistant’ by default in CRM 2011 using Form properties. Navigate to “Settings -> Default Solution -> Entity Customization Form -> Form Properties” You can even use below JScript to hide/show the Form Assistant document.getElementById(‘tdRelatedInformationPane’).style.display = ‘none’;  // ‘none’ to hide and ‘block’ to show 🙂

    Continue reading →: Hide or Show Form Assistant in CRM 2011
  • CRM 2011, Plug-Ins

    Adding file as “Attachment” to activities programmatically in plug-in

    Published by

    Rajeev Pentyala

    on

    July 3, 2012

    Hi, We can add file as attachment and associate to the CRM objects i.e., Email, Task etc… The entity that store attachment information is “activitymimeattachment” Below is the code snippet to add “.pdf” file as attachment to the Email activity Entity attachment = new Entity(“activitymimeattachment”); attachment[“subject”] = “My Subject”; string…

    Continue reading →: Adding file as “Attachment” to activities programmatically in plug-in
  • CRM 2011, SSRS

    Fix – Unable to add custom Report to the Solution in CRM 2011

    Published by

    Rajeev Pentyala

    on

    June 30, 2012

    I have a custom SSRS report “ABC Report” in my CRM application. And, I wanted to include this report in my solution “My Reports” and export to another CRM organization But to my surprise, I did not find “ABC Report” when I choose “Solution -> Reports  ->  Add existing” Fix :-…

    Continue reading →: Fix – Unable to add custom Report to the Solution in CRM 2011
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