Microsoft Dynamics CRM, Dynamics AX

In this article I am showing you how you can generate number sequence of a specific record of specific entity. here are the step Step:1     First of all create an Entity " new_autonumber " Step:2 after that you will need to create the fields. new_entityattributename (field name which you need to use as primary column of Entity .Mostly new_name are the primary attribute in ms crm) new_number (you don't need to add anything here. this field will show how much number record created of specific entity) new_prefix (this field use to prefix for number sequence) new_typename (entity name will be set in this field) Step:3 Set these fields on form and views Step:4 download my plugin from github. https://github.com/rrizwann/DynamicsCRM download AutoNumberGeneration folder Code are shown here. using System; using System.Collections.Generic; using System.Linq; using System.Text; using System.Threading.Tasks; using Microsof...

 multiple level of expansion in crm webapi 2016 Solution : Multi level expansion is not allows in  crm 2016 webapi not allowed http://serverurl/api/data/v8.0/new_medicalcase(caseid)?$expand=new_patientcase_mcfamily($expand=new_name($select=fullname)) allowed http://serverurl/api/data/v8.0/new_patientcase(caseid)?$expand=new_patientcase_mcfamily   Can't query date values Solution :  allowed /contacts?$select=fullname,birthdate&$filter=birthdate eq 1990-01-01 not allowed  /contacts?$select=fullname,birthdate&$filter=birthdate eq '1990-01-01'

In this article I am generating  OptionSet Class through SDK. CRM 2016 Please follow the steps. You can add this class in your plugin and custom C# project.  Step 1: Step 2: Step 3: Step 4: Step 5: Step 6: Step 7:     Step 8:    Command: CrmSvcUtil.exe /codewriterfilter:"Microsoft.Crm.Sdk.Samples.FilteringService, GeneratePicklistEnums" /codecustomization:"Microsoft.Crm.Sdk.Samples.CodeCustomizationService, GeneratePicklistEnums"  /namingservice:"Microsoft.Crm.Sdk.Samples.NamingService, GeneratePicklistEnums" /url :http://crm-02:5555/dynamicscrm/XRMServices/2011/Organization.svc /out:OptionSets.cs /interactivelogin:true You need to change the highlighted service url.

For CRM 2011: function DisableForm() {     Xrm.Page.ui.controls.forEach(         function (control, index)         {             if (control.getControlType() != "subgrid")                 control.setDisabled(true);         }); }   For CRM 4: function ToggleFormFields(disable) {     for (var i = 0; i < crmForm.all.length; i++)     {         if (crmForm.all[i].req)         {             crmForm.all[i].Disabled = disable;         }     } }

There are 2 ways you can do a migration from Microsoft CRM 4.0 to Microsoft CRM 2011 on-premise: an in-place migration where you upgrade the existing CRM 4.0 install to CRM 2011 using the very same server(s) OR an upgrade where you migrate to a new CRM 2011 server(s). Here is a step by step guide to migrating using this 2nd approach (where you have new server(s) that will host CRM 2011): 1. Perform a fresh install of Microsoft CRM 2011 on a new server(s). You can have 1 server that hosts both the web application and the SQL databases or you can have 2 servers: 1 to host the web application and 1 to host the SQL databases. 2. Make a backup using SQL Server Management Studio of your existing CRM 4.0 sql organization database (it will have a name like OrganizationName_MSCRM). 3. Physically copy the backup from step 2 to your new server that will be hosting the SQL Server 2008 databases behind your CRM 2011 install. 4. Create a new sql server databa...

What is a Sales Process? A sales process is a series of steps that complete a sale. This process starts the moment you hear about a potential sale and includes every interaction and step you go through from that point forward, until the sale is complete. The number of steps in the sales process, the types of interactions you have along the way, and the length of time the process takes to complete depend on your business and the customers. • Some sales processes are short; for example, in a business-tocustomer (B2C) sale, a customer enters the store, finds the desired item, asks a sales representative a question, and then pays for the item. The sales process is complete in only a few steps. • In other situations, such as business-to-business (B2B) sales processes, the steps and time involved are greater. The sales person could have several meetings with the customer to discuss the product, there is a negotiation phase around pricing, contracts might be written and appr...