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Just started learning to develop plugins, need a little assistance.

I just started learning to develop plugins so I'm very new. I've read and developed basic alert plugins oncreate and on update and registered the plugin, but I am wondering what a FetchXML/C# code...

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SDK.REST.createRecord Error : 400: Bad Request: Error processing request...

I am using CRM 2011, and I am trying to use the SDK.REST.createRecord function. It works great for all of my fields on the entity except 4 specific ones.  1 Lookup, 2 OptionSets, and 1 Boolean.  All...

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Field Security & Row Security

I am working on a CRM extension which will use its own database. On this database I need* row security (no access, access only own data, access organization data) * field security (no access, read...

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CRM 2011 - Plugins Code (need help) loop through child record

Hello Experts/Gurus,Today is my first official attempt at Plugins and as expected i am struggling and really need you guys to help me through.Here is my scenario:I have two parent and child tables 1)...

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Crm2013 Relationship between entities

Hi ,In CRm2011 when we create relationship between entities then a link appears on the Navigation bar.How can we Create the same entity Link in crm2013 is it possible.Or we can not use Relationship in...

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Crm 2013 - onload method equivalent after Form save event

AutoSave is turned OFF.When editing a contact record, the standard onLoad event doesn't fire after the Save on a form...so what can we use to tap into that point in time?currently using onchange at the...

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Save reply or forward in Outlook Client sent mail

When you create a new mail in from the CRM it's possible to use the Outlook form. This is nice beacause you get your standard signature and also the mail saved in the outlook sent folder. But if you...

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Crm 2013 Xrm.Page.data.entity.getId() doesn't refresh after save

on a new record, use the "Xrm.Page.data.entity.getId();"to get the value, which is blank...then save the record. try calling that line again (from an onchange field event) to see if the record is new...

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MS CRM 2011 Online - How to retrieve unit for order product automatically...

How can I retrieve a unit for product automatically from a price list when I am creating a new order product?I have managed to get a default unit of the product but now I need to get the unit which are...

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Open New Record form from Site Map in Supported Manner?

Is there a supported way to open the New Record Create Form for an entity from the Sitemap rather than a View?It seems to work to put...

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[CRM Online] Creating an entity link in a dialog resolves to the wrong url.

Hi,I'm creating a dialog on the account entity in CRM Online which creates an appointment and shows the newly created appointment's link in the dialog. Whenever I start the dialog, it creates the...

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Send email using Mail merge

Hi, I've created a mail merge template on a quote entity. Now I want to send the mail to the potential customer of that quote, from MS Word 2013. But it doesn't seems to send this to the receiver.It...

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Limit ParentCustomer field to only show Accounts (CRM 2013)

On a contact form in CRM 2013 I want to limit the choices available for the ParentCustomer field to show only Accounts.How to remove the option to choose contacts? 

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Is document.getElementById('something') supported in CRM 2011?

Is document.getElementById('something') supported in CRM 2011? If not is there some xrm.page code that can substituded in its place?

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Restrict Export formats other than PDF for a custom SSRS report in crm 2011

Hi Guys,I need to export a custom SSRS report only in PDF format from CRM 2011 report view. Please suggest any ideas. Arun Kumar G

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Generic error message when closing parent record.

server: On premise 2011 update 11client: IE10 or IE11 on W8 or 8.1My users constantly get an error message when trying to close a child window opened from the parent. Users will open a record, select...

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How to close an Active Quote via Plugin in CRM 2011

Hello All,This is something strange, I have two custom button in Quote which is only denotes the stage of Quote.So like, 1st-Interview Quote and 2nd-interview quote.. Two custom buttons on ribbon which...

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Recurring Series Expansion job

Can anyone explain what is the main purpose of "Recurring Series Expansion job". It is a system jobs and I found that it has failed 6/7 times over 3 months and it never happened. The details of the...

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crm 2013 Form

Hello All,I want to upgrade my CRM 2011 forms to CRM 2013 forms for some OOB entities like address, Article, Case, connection and connection role   there is only one form (Old form) available but for...

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Call a custom javascript function on click of OOB ribbon button on Quote...

Hello All,I am trying to implement a validation on click of "Activate Quot" button on Quote entity.I have to capture today's date on click of this button and set it to a custom date field on the form.I...

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