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Fetching data from Accounts in Quotes using jQuery and REST Service

Posted on November 23rd, 2015 by Nirmal Hota

Goal To create a new Quote. Choose the Potential Customer, which is none other than an Account. Get the address associated with the account and display in the Bill to and Ship to address. Step 1 : Navigate to Settings >> System Customization >> Customize the System >> Web Resources Step 2 : Create a […]

Closing a CRM Form Window using JavaScript in MS Dynamics CRM 2011

Posted on November 23rd, 2015 by Nirmal Hota

While working on a requirement, my aim was to close a CRM Form window using JavaScript. I was trying to get this closed by using several possible ways in Javascript including  window.close() method but it didn’t work. After several searches,I found the following way to close the form window Xrm.Page.ui.close(); This method closes the current […]

How to change display text of a lookup field in Dynamics CRM 2011 using JavaScript

Posted on November 23rd, 2015 by Nirmal Hota

Usually when we select a value in a lookup field it displays the Primary Name Field in the text after selection. However it holds the PrimaryIDField in the background. While working on a requirement a need arose to display a field in the LookUp display which is not a PrimaryNameField. Let’s consider the Account Lookup […]

Use JavaScript to change display text of a lookup field in Dynamics CRM 2011

Posted on November 23rd, 2015 by Nirmal Hota

Usually when we select a value in a lookup field it displays the Primary Name Field in the text after selection. However it holds the PrimaryIDField in the background. While working in a requirement a need arrises to display a field in the LookUp display which is not a PrimaryNameField. Let’s concider the Account Lookup […]

Search WebResource from Solutions

Posted on November 23rd, 2015 by A. Nibedita Dora

It is often requried to know which all Solutions contain a particular Webresource. To do that you need to pass your WebResourceId as ObjectId to “SolutionComponent” table which retrievs all solutionid which contain that webresource. Then you need to again query “Solution” table to get the name of those solutions as follows. var arrSolutions=new Array(); […]

Obtaining GUIDs Of Selected Items, Their Entity Type And Count From MS Dynamics CRM 2011 Homepage Grid

Posted on November 23rd, 2015 by Anindya Mukherjea

One can use Javascript functions (or URL) to obtain the Selected Entity type, Selected Entity Count and Selected Item GUIDs from the HomePage Grid of MS Dynamics CRM 2011 Lets assume you are on the Account Entity HomePage Grid of your MS Dynamics CRM 2011 Server. (Entity can be any entity, even custom entities). Suppose […]

Add a MultiSelect OptionSet to MS Dynamics

Posted on November 23rd, 2015 by PUJA JAIN

Step 1 : The first thing we’ll need to do is create two custom fields a) Create a OptionSet field and populate it with some value say field is  “new_SelectOption” b) Create a MultiLineTextBox to store string of values selected from the OptionSet say “new_SelectOptionValue” Step 2 : Put the OptionSet Field on the Entity […]