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Development

MS CRM 2011: Replacement of textbox with picklist with configurable values

While working with CRM 4.0, I used this trick to solve similar tasks. Today, I had to implement similar functionality and I decided to go the supported way – JavaScript + WebResources.

Customization

MS CRM 2011: How to override standard dialogs

My client wanted to remove (or hide) “Total Time” and “Billable Time” fields in the Case Close dialog window: Of course, I knew that it is possible to open the file CRM_Installation_Directory\CRM\Web\CS\cases\dlg_closecase.aspx, add several lines of code, and hide fields and labels; but this, the most obvious and easiest way out, had 2 disadvantages: 1. …

Development

MS CRM 2011: Open new activity form with ‘Regarding’ field prefilled

I had a task today to open a new task form with the Regarding field prefilled. Based on the SDK description, I tried to use following code to accomplish my task:

Unfortunately, this code failed. I looked for some explanation and found it in the SDK in the same article I mentioned before. The …

Development

MS CRM 2011: How to cancel/postpone Workfow Instance using C#

Today I had a task to cancel about 25k instances of the same workflow. Of course it was possible to create Advanced Find View and go through 100 pages cancelling all workflows on the page. But I’m too lazy and I know C# to do that manually.

Reports

MS CRM 2011: T-SQL Union operation and FetchXml based reports

I believe every person who developed complex reports for CRM used T-SQL Union operation to display different types of records at the same table. In T-SQL I used following T-SQL Query to get results:

And results were: When CRM 2011 was released we got possibility to create reports for CRM Online but it is …

Development

MS CRM 2011: How to refresh Associated or SubGrid from Ribbon button

Today I have got requirement – create custom ribbon button placed to Associated View of entity, execute some logic and invoke refresh of grid. Last point was the trickiest one and that’s why I decided to share with approach how to do it.