Check if a record has activities related to it in "Open" state with...
There could be scenarios where you need to check whether a record has activities related to it in an "open" state with client-side code. For example, you could to have the need to not allow the closure...
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MS Dynamics CRM 2011 Dialogs - Features, Potentialities, Limits and Custom...
With the new release of Microsoft Dynamics CRM, version 2011, was introduced a new concept: the Dialogs. Similar to the workflows, Dialogs are processes that guide users through a series of steps in an...
View ArticleRetrieve current user info via JavaScript (CRM 2011)
I have had the need to retrieve different informations about the current user logged into CRM. I have found this useful post that helped me to achieve my...
View ArticleFilter Option Set on values in a string (CRM 2011)
Sometimes it could be useful restricting the available options for an Option Set.I have developed a function that accept as input the CRM option set control and a string.This string parameter contains...
View ArticleWork with Assign SDK message in CRM 2011 plugin - manage logic based on the...
In the following example I use the Assign message in CRM 2011 to manage some custom logic based on the assignee Team. The plugin is registered in Pre-Operation stage on the Task entity and uses...
View ArticleCopy Rich Text Box field content into a text field with JavaScript (CRM 2011)
Richtextbox fields content (for example the body of an email activity) is a mix of text and tags: when copying its content into another CRM field of type Text, the destination field will contain also...
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Enabling/Disabling "New Activity" ribbon button based on an attribute value...
We have had the need to enable or disable the "New Activity" button on the ribbon of the Incident entity based on the value of a record attribute.We were inspired from an answer on a similar question...
View ArticleOpen an HTML web resource page in a modal dialog, return values from it and...
Sometimes it could be useful to open an external page as a modal window from an entity form and return some values to the caller entity form.In the following example we show a simple HTML page with an...
View ArticleClone an entity record via JavaScript (CRM 2011)
We have had the need to clone a record with client-side Scripting, responding to a click on a button in the entity's Ribbon.Conceptually the operation is easy and is based on the retrieving of all the...
View ArticleRetrieve System Users by a Security Role (CRM 2011)
We have had the need to retrieve an entity collection of system users from a security role in a plugin. We developed a method that accept the role's name and a collection of attributes of System User...
View ArticleRetrieve connections from a record, filter them on the name of the connection...
We have had the need of retrieve all the records connected to a given record with a specific connection role, and send an email to the corresponding email addresses. This "notification" must occur in...
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