How to… (CRM 2011)

1.  How to get the Microsoft CRM Closed Activities Nav Bar Link Back (if you delete it)

2. From the Microsoft Dynamics CRM Blogs: Cascading Entity Relationship; Salesforce Competitive Analysis; Disabling Fields; Missing Outlook Ribbon

2.1 Configuring Cascading Entity Relationship Behavior
by Donna Edwards

3. CRM 2011 – Missing Ribbon Bar

4. CRM 2011 and WSDL

5. DOM Events and CRM 2011

6. Tips for Putting the ‘Use’ in Microsoft Dynamics CRM User Adoption

(At a recent online meeting of the CRM User Group’s Financial Services Special Interest Group, members shared some tips and tricks to getting users to more easily adopt Dynamics CRM)

7. Some Assembly Required – Unmanaged Solution Gotchas (ляп, глюк)
by Kristie Reid

In Microsoft Dynamics CRM 2011, you can use solutions to bundle and export customizations from one environment into a different Microsoft CRM system (perfect for moving from development to QA to production). You might assume that exporting the solutions from one system to another would provide a perfect duplicate of the original environment. However this is not always the case!

8. Creating Your Own Custom Privilege Settings in Dynamics CRM 2011

9. http://blog.customereffective.com/blog/2011/10/crm-2011-converting-relationships-to-connections.html –   Microsoft Dynamics CRM 2011: Converting Relationships to Connections
by James Diamond

10. Filtering Views in Dynamics CRM 2011
by JoeCRM  – http://www.powerobjects.com/blog/2011/09/30/filtering-views-in-dynamics-crm-2011/

11. Building Silverlight Apps For CRM

12. http://blogs.msdn.com/b/emeadcrmsupport/archive/2011/09/29/how-to-use-crm-2011-client-with-folder-redirection.aspx  –  How to use CRM 2011 client with folder redirection
by dannyf

13. CRM Migration Assistant 1.3 Released
by Mitch Milam – http://blogs.infinite-x.net/2011/09/22/crm-migration-assistant-1-3-released/
Version 1.3 of our JavaScript conversion tool, CRM Migration Assistant has been released.
More information is available here.

14.   Multi-Entity data file import mapping – http://blogs.msdn.com/b/emeadcrmsupport/archive/2011/09/12/multi-entity-data-file-import-mapping.aspx
by dannyf

Recently, we published a post on our global CRM Blog that talks about a feature in Microsoft Dynamics CRM 2011 through which you can Import data from a single source file into multiple entities.

Importing two or more entities from a Single File

http://blogs.msdn.com/b/crm/archive/2010/11/04/importing-two-or-more-entities-from-a-single-file.aspx

The example in the Blog post and out of the box is only if you have a single CSV file that has data that you want to split across the Contact and Account entities.

15. Tracking Activity History  

16.  Utilization and Dynamics CRM
by Anne Stanton

17. Displaying a Contact’s Facebook Picture in Microsoft Dynamics CRM 2011

18. No Default Value on Two Options Field Dynamics CRM 2011

19. Search for KB Articles by Title in Microsoft Dynamics CRM 2011 Using .NET or Jscripthttp://bit.ly/qJdErA  (by  Jamie Miley,)

20 CRM 2011 – Using OData and JSON

21 Open a Dashboard from ribbon or sitemap button

22 Support – http://support.microsoft.com/ph/629

23 Cancel a Contract in Microsoft Dynamics CRM 2011 Using .NET or Jscripthttp://bit.ly/nmjyoA

2Associate/Disassociate Message for Dynamics CRM 2011 Plug-ins

25

26 Generate a Workflow From a Workflow Template (Process Template) in Microsoft Dynamics CRM 2011 Using .NET or Jscript – http://bit.ly/o49dMw

27 Retrieve All Entity Instances Related To Another Entity in Dynamics CRM 2011 Using .NET or Jscript With RollupRequest – http://bit.ly/uhrkb7

2creating a personal view
is it possible to create a view on the tasks dashboard so I can see every day the daily tasks and not all the tasks?

Answer – you can create a public or personal view using the Advanced Find query editor. The view should filter tasks that are assigned to you and and due date = today. Once you have created the view you can use it in a Dashboard.

29  CRM 2011 – Constantly User name/Password popup appears for a couple of times 

30  CRM 2011 Implementation Guide.

31 Interesting CRM links – Kevin’s Mocha CRM Online Bookmarks!

32 How to change Navigation Pane by editing Sitemap in Dynamics CRM 2011 

33 CRM 2011, Cases, Knowledgebase Articles and IE 7 

34 Retrieve the Version of The Installed Multi-Language Pack (MUI) in Microsoft Dynamics CRM 2011 Using .NET or Jscript – http://bit.ly/rR1TdL

35 Схематическое изображение работы в CRM 

36 Add Multiple Entities (Members) to a Marketing List in Microsoft Dynamics CRM 2011 Using .NET or Jscripthttp://bit.ly/tzUFGi

37 Add Multiple Entities (Members) to a Marketing List in Microsoft Dynamics CRM 2011 Using .NET or Jscript – http://bit.ly/tzUFGi

38 Reassign All Records Owned by a User in Microsoft Dynamics CRM 2011 Using ReassignObjectsSystemUserRequest – http://bit.ly/squz7X

39 How To Trigger a Plug-in From JScript in Microsoft Dynamics CRM – http://bit.ly/t2RPIs 

40 Copy Members of One Marketing List to Another Marketing List in Microsoft Dynamics CRM 2011 Using Jscript or .NEThttp://bit.ly/squwhq 

41 Copy a Dynamic Marketing List to A Static Marketing List in Microsoft Dynamics CRM 2011 Using .NET or Jscripthttp://bit.ly/tP0115 

42 Insert a StatusCode into a StatusCode List in Microsoft Dynamics CRM 2011 Using .NET or Jscript – http://bit.ly/s4636p

42 Add an Item To a Campaign in Microsoft Dynamics CRM 2011 Using .NET or Jscript – http://bit.ly/ulXXCa 

43 Changing Form Navigation Group Names Dynamics CRM 2011 

44 Hiding System Views for any Entity in Dynamics CRM 2011 

45 Determine the User ID of a Calling User in Microsoft Dynamics CRM 2011 Using .NET or Jscript With WhoAmIRequest http://bit.ly/sl8WVu 

46) Order Items in a Picklist / OptionSet in Microsoft Dynamics CRM 2011 Using .NET or Jscript – http://bit.ly/tCgRjz

47) Add a Component to a Solution in Microsoft Dynamics CRM 2011 Using .NET or Jscript – http://bit.ly/v5IH7J

48) Reassigning and Publishing Workflow

49 Retrieve the Dependencies to Delete a Solution Component in Microsoft Dynamics CRM 2011 Using .NET or Jscript – http://bit.ly/vxMf9E

50. Check the License Type for a Deployment of Microsoft Dynamics CRM 2011 Using .NET or Jscript – http://bit.ly/vDgqv2 

51 Add an Activity to a Queue in Microsoft Dynamics CRM 2011 Using .NET or Jscript – http://bit.ly/uzem1D

52 Using RetrieveMultipleRequest in Microsoft Dynamics CRM 2011 in VB .NET – http://bit.ly/rQMshS

53 Retrieve the Dependencies to Delete a Solution Component in Microsoft Dynamics CRM 2011 Using .NET or Jscript – http://bit.ly/vxMf9E

54 Check if a Solution Component is Customizable in Microsoft Dynamics CRM 2011 Using .NET or Jscript – http://bit.ly/wOWEjA 

55 Assign Facilities and Equipment to a Business Unit in Microsoft Dynamics CRM 2011 Using .NET or Jscript – http://bit.ly/xq0Yoa

56  HOW TO: Improve Plugin Reliability with Contains Check

57 Check if a State Change is Valid for Opportunities or Cases in Microsoft Dynamics CRM 2011 Using .NET or Jscripthttp://bit.ly/wIGcBW 

58  Create an Email Activity in Microsoft Dyanamics CRM 2011 Using C# or Jscript – http://bit.ly/yb1WcI

59 Send an Email Synchronously in Microsoft Dynamics CRM 2011 using C# or Jscript – http://bit.ly/wbmpXp 

60 CRM 2011: Launch a Dialog on click of custom ribbon button located at homepage grid (landing page) of an entity 

61  Submit a Bulk Delete Job in Microsoft Dynamics CRM 2011 using C# or Jscript – http://bit.ly/xU4t77 

62 How can i attach a merged document to a workflow email?
Hi, anyone aware of any solutions that will allow merged documents to be attached to a workflow email.?
We want to send a renewal email to our members with using a workflow with an invoice attached. Preferably a pdf / word document. Our invoice details are stored in a custom entity.
• Check out DocumentsCorePack from mscrm-addons.com.
http://mscrm-addons.com/Products/AddonsforMSCRM2011/DocumentsCorePackforMSCRM2011/tabid/170/Default.aspx

63 CRM 2011 – Create Ribbon Popup buttons on entity ribbon

64 Delete an Entity Record in Microsoft Dynamics CRM 2011 Using Silverlight

65 CRM 2011: Get “Object Type Code” of custom entity on click of custom ribbon button 

66 Get All Field Level Permissions for a User or Team in Microsoft Dynamics CRM 2011 Using .NET or Jscript – http://bit.ly/pXBTSb

67 how to  retrieve the schedule of a system user

68) How to display a warning message on the CRM form

69)Using RetrieveAttribute Request in CRM 2011 To Get the Label Value for an OptionSet

 Here is a quick way to get a label for an OptionSet value in Microsoft Dynamics CRM 2011 using RetrieveAttributeRequest.
private string GetCRMOptionSetLabel(IOrganizationService service, string entityname, string optionsetname, int value)
{
    RetrieveAttributeRequest reqOptionSet = new RetrieveAttributeRequest();
    reqOptionSet.EntityLogicalName = entityname;
    reqOptionSet.LogicalName = optionsetname;
    RetrieveAttributeResponse resp = (RetrieveAttributeResponse)service.Execute(reqOptionSet);
    PicklistAttributeMetadata opdata = (PicklistAttributeMetadata)resp.AttributeMetadata;
    var option = opdata.OptionSet.Options.FirstOrDefault(o => o.Value == value);

    return option.Label.LocalizedLabels.FirstOrDefault().Label;
}
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