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CRM 2011

Reading Optionset using CRM 2011 IOrganizationService

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Rajeev Pentyala

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February 3, 2012

Hi, Below is the code to read “Optionset” using CRM 2011 IOrganizationService. Below logic reads the Optionset and returns “KeyValue” list (Key = Option Label; Value = Option Value) using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Client; using Microsoft.Xrm.Sdk.Query; using Microsoft.Xrm.Sdk.Messages; using Microsoft.Xrm.Sdk.Metadata; public List<KeyValuePair<string, int>> GetOptionSet(string entityName, string attributeName, IOrganizationService service) { var optionSet =…
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CRM 2011, Misc

New window is opening up on button click in modal dialog

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February 1, 2012

Hi, In one of my requirement, I am opening an “.aspx” page in modal dialog on CRM ribbon button click. My .aspx page has a button and when I click on the button , The same page is opening up in another window Fix :- Add “base target=”_self” tag to the .Aspx page’s…
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CRM 2011, JScript

Create record using OData and JQuery in CRM 2011

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January 29, 2012

Hi, Below is the code snippet to create a record (i.e., Account) using OData & JQuery. //Prepare ‘Account’ object and call create function function createAccount() { //Create an object to represent an Account record and set properties var account = new Object(); // Set text field account.Name = “Rajeev Pentyala”; // Set…
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JScript

Reading Querystring using Jscript

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Rajeev Pentyala

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January 24, 2012

Hi, Below is the Jscript function to parse query string (i.e., In to Parameter & Value pair) // Read querystring and returns Parameter & Value pair Array function fetchQueryStringParams() { var qrStr = window.location.search; var spQrStr = qrStr.substring(1); var arrQrStr = new Array(); // splits each of pair var arr…
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Misc

You must use the Role Management Tool to install .Net Framework Exception

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January 19, 2012

Hi, Today I got below error screen when I try to install .Net 3.5 Framework SP1 on my WIN 2008 R2 server . Reason :- Windows 2008 R2 natively ships with the .NET 3.5 SP1 framework. So, it wont allow us to run the .Net 3.5 framework setup file. Workaround :- As Windows 2008…
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CRM 2011, Plug-Ins

Fetching user security roles using Linq in CRM 2011 Plug-in’s

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January 17, 2012

Hi, Below is the sample code to fetch the User’s security roles based on the “User Id” in the Plug-in’s using Linq /// <summary> /// Returns the list of User security role names /// </summary> private List<string> GetUserRoles(IOrganizationService service, Guid userId) { // Create Query Expression to fetch Role Entity var query = new QueryExpression…
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CRM 2011, Plug-Ins

Setting default view using Plug-in’s in CRM 2011

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January 17, 2012

Hi, We often get the requirement to set a default view based on some criteria (Ex – Could be based on logged in user role, etc…). We can achieve this using a Plug-in. Little insight :- When you click on an entity (i.e., ‘Contacts’ in my sample) in CRM application, In…
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CRM 2011, Plug-Ins

How to Debug Plug-Ins in CRM

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January 13, 2012

Hi, Sometimes you might get wonder (even frustrated) why the debugger is not hitting the break point in your Plug-In code file. Below are the Checklist to perform prior to start the debugging of your Plug-in assembly. Ensure that your plug-in assembly is signed (See) Rebuild the plug-in assembly Reset the IIS (i.e. Open…
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CRM 2011, Plug-Ins

Auto numbering logic in CRM 2011

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January 11, 2012

Hi, Auto numbering feature is one of the most frequently asked requirement in CRM projects and below is the sample. In my sample, I am going to generate an auto number to the each ‘Contact’ that create under a particular ‘Account’. The auto number format will be “Contact – 001, Contact – 002,….”. To achieve the above requirement, I am…
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CRM 2011

Entities display area not getting set on Solution Import in CRM 2011

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Rajeev Pentyala

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January 10, 2012

Hi, Please observe below scenario In my CRM organization “ORG – A I Created a new custom entity “new_city” and I set “Area to display” as “Workplace”. I created a new “Managed” solution “Sol – I” having the custom entity “new_city” Now In my Organization “ORG – B”, I imported the solution “Sol – I” successfully. Issue…
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