Blog

CRM Extensions

Rollup activities for custom entities in Microsoft Dynamics CRM 4.0

Everybody who works with Microsoft Dynamics CRM knows that it is possible to see activities for special entities like contact, account or opportunity but not for custom entities. I had task to develop such kind of functionality. I proposed easier solution – report but customer wanted to have all activities in standard grid.

Development

Extended handling of save event in forms with close dialog (like opportunitites)

All developers who developed JavaScripts for CRM read this article. But there is no info about getting data from fields of “Close dialogue” (like opportunity close). I’ve made a little research on this theme and here is the result:

CRM Extensions

Custom workflow action, team members and ‘to’ field of email record for Microsoft Dynamics CRM 4.0

There was interesting question and I decided to help author of question and create such functionality.

CRM Extensions

Plugin for copying notes and attachements from lead to contact whis is converted from lead for Microsoft Dynamics CRM 4.0

I’ve been asked to write plugin for following scenario: When user converts lead to contact – all attachements and notes must be copied to retrieved contact.