Monday, June 27, 2011

CRM 2011 - Get and Set Lookup Values Using Java Script

function SetLookupValue(fieldName, id, name, entityType) {
if(fieldName != null) {
var lookupValue = new Array();
lookupValue[0] = new Object();
lookupValue[0].id = id;
lookupValue[0].name = name;
lookupValue[0].entityType = entityType;

// USE
SetLookupValue("new_blogid", "{FD140AAF-4DF4-11DD-BD17-0019B9312238}", "CRM Stuff", "new_blog");

var lookUpObjectValue = Xrm.Page.getAttribute("yourlookupattributename");

    if (lookUpObjectValue != null)
         var lookuptextvalue = lookUpObjectValue[0].name;

         var lookupid = lookUpObjectValue[0].id;

Friday, June 24, 2011

CRM 2011 Change Status Reason Using Work Flow

Update Not Visible Status Reason
To change the status reason, the step you add must be "Change status"
instead of "Update record".

Thursday, June 23, 2011

CRM 2011 Error - the caller not authenticate by service(System.ServiceModel Access Denid)

To Resolve : Change Code for connectivity will be :

static IOrganizationService

ClientCredentials Credentials = new ClientCredentials
Credentials.Windows.ClientCredential.UserName =
Credentials.Windows.ClientCredential.Password =

//This URL needs to be updated to match the servername and Organization for the environment.

Uri OrganizationUri = new Uri("http:////XRMServices/2011/Organization.svc"

Uri HomeRealmUri = null

//OrganizationServiceProxy serviceProxy;

using (OrganizationServiceProxy serviceProxy = new OrganizationServiceProxy(OrganizationUri, HomeRealmUri, Credentials, null

IOrganizationService service = (IOrganizationService


CRM 2011 Error - crm 2011 Object of type 'Microsoft.Xrm.Sdk.Entity' cannot be converted to type

Add .EnableProxyTypes(); to call service

        using (OrganizationServiceProxy serviceProxy = GetProxy())
          IOrganizationService service =(IOrganizationService)serviceProxy;
service.Retrieve(entityName, id, columSet);   

CRM 2011 Email Templates – Adding Graphics, Images, and formatting

Once you have a public facing one page web site newsletter, select all on the page, then copy. Using keyboard short cuts, you can click on the page, then control-a (for select all), then control-c (to copy). Do this on a browser while browsing the public facing web site newsletter.

n crm, create a new email template. In the body of the email, we can not right click and select paste. However, we can use the control-v, keyboard shortcut to paste.

Refer Site :