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CRM 2011

Hide or Show Form Assistant in CRM 2011

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Rajeev Pentyala

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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 🙂
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CRM 2011, Plug-Ins

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

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Rajeev Pentyala

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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…
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CRM 2011, SSRS

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

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Rajeev Pentyala

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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
CRM 2011, JScript

Object doesn’t support this property or method XMLHttpRequest error – FIX

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Rajeev Pentyala

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June 27, 2012

Hi, I was getting “object doesn’t support this property or method jquery” error when I was initializing var request = new XMLHttpRequest(); Reason :- This is a problem with Internet Explorer browser (ActiveX to be precise) Fix :- If the browser is detected as Internet Explorer, load ActiveX instead of…
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CRM 2011, Uncategorized

Address entity in CRM 2011

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Rajeev Pentyala

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June 24, 2012

Below are few useful points about “Address“ in CRM In CRM, “Account” and “Contact” entities have built-in fields to capture two sets of addresses. These fields are address1_street1, address1_city, address1_stateorprovince, etc., as well as another whole set for address2 fields. We normally assume that 2 default set of address fields…
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CRM 2011, JScript

Checking whether user part of team using jscript CRM 2011

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Rajeev Pentyala

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June 23, 2012

Hi, We can verify whether the User is part of particular Team using jscript. Below is the jscript function function isUserPartOfTeam(userId, teamId) { var oDataEndpointUrl = serverUrl + “/XRMServices/2011/OrganizationData.svc/”; oDataEndpointUrl += “TeamMembershipSet?$select=BusinessUnitId&$filter=TeamId eq guid’” + teamId + “‘ SystemUserId eq guid’” + userId + “‘”; var service = GetRequestObject(); if…
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CRM 2011, Plug-Ins

Reading WCF client binding configurations from plug-in

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Rajeev Pentyala

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June 16, 2012

In one of my requirement I have to call my custom WCF service method from plug-in. In this scenario my plug-in is WCF client and I have to read client binding configuration from plug-in. Below are the ways you can read the binding configuration details from plug-in Synchronous plug-in In case…
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CRM 2011, SQL

Database ‘Org_MSCRM’ cannot be started in this edition of SQL Server because it contains a partition function ‘AuditPFN’ – Error while restoring organization

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June 16, 2012

Hi, I got below error, when I was trying to restore an organization database from SQL server enterprise edition to SQL server developer / Data center editions Database ‘Org_MSCRM’ cannot be started in this edition of SQL Server because it contains a partition function ‘AuditPFN’. Only Enterprise edition of SQL…
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CRM 2011, Ribbon

Rename out of the box associated view ribbon buttons in CRM 2011

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Rajeev Pentyala

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June 10, 2012

Hi, When we have relationship between two entities, the child entity link add to the left navigation of parent. For example, “Contacts” link add to the left navigation of “Accounts” The view we call it as “Associate View” and it contains buttons with below naming convention “Add {Display name of…
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CRM 2011, JScript

Deleting notes attachments using jscript in CRM 2011

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Rajeev Pentyala

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June 9, 2012

Hi, In CRM, we can add files as attachments to the Notes. All the notes get saved in to “Annotation” entity in the data base. The attachment information get saved in to below columns of “Annotation” entity Document Body File Name File Size Is Document Deleting attachments using script:- To delete…
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