Category: CRM

A FetchXML query in Microsoft Dynamics CRM 2015 and Microsoft Dynamics CRM Online 2015 Update can use special fiscal date values in queries. For example, a FetchXML query can find all orders fulfilled in the last fiscal month.

Note

The FetchXML query uses the organization’s fiscal year settings for all fiscal date queries.

Using FetchXML fiscal date conditional operators

The following example shows a FetchXML expression that finds all orders fulfilled in the last fiscal period, according to the organization’s fiscal year settings. For example, if the organization uses fiscal months, the query returns orders fulfilled in the last fiscal month. If the organization uses fiscal quarters, the query returns orders fulfilled in the last fiscal quarter. If the organization uses fiscal semesters, orders fulfilled in the last fiscal semester are returned.

XML

<fetch> <entity name="order">  <attribute name="name"/>  <filter type="and">   <condition attribute="datefulfilled"              operator="last-fiscal-period"/>  </filter> </entity></fetch>

The following example shows a…

Looking at the title of the topic, you must be wondering what’s new in here. I think many of us by this time already know that we can clone one record of an entity to create another record easily using the Xrm.Utility.openEntityForm method. For e.g suppose we have an account record and we have a functionality provided to clone the account record. The cloned record would contain the same values and the parent record.

To do this in CRM, all you need to do is the following.

Now comes the big question. Although its pretty simple to copy field values from one record to another using the above method, imagine of a situation where there are lot of fields on the form to clone. Even for that matter there can be situations where the field is not even in the form of the parent record but you would still need…

Script Search Utility for Dynamics CRM 2011/2013 addresses some of the following pain points while configuring, documenting and trying to resolve issues related to scripts in Dynamics CRM 2011 and Dynamics CRM 2013. Key features of this application are:

• For documentation purpose, Ability to search script files for specific text in script like unsupported scripts during CRM upgrade
• For documentation purpose, Ability to search scripts for attribute names in CRM scripts.

This tool also lets you copy search result to clipboard.

Download link: Click here

How to use :

Download the doc file, rename it to zip file, extract it and you are done.

For any issues/ bugs, you can connect me directly at –deepeshsomani@hotmail.com

This tool uses the Connection Control for Microsoft Dynamics CRM 2011 which is available at https://connectioncontrol.codeplex.com. I recommend using this tool for anyone who needs to connect to CRM instances be it…

Recently I faced a problem while using SharePoint DateTimeControl in visual WebPart although the Culture of the site was set to ‘en-gb’ the SharePoint DateTimeControl was still showing the DateTime in the ‘MM/DD/YYYY’ Format. After some googling I found that I shall have to change th LocaleId of the control as well

To change the Date Format of SharePoint DateTimeControl  to ‘DD/MM/YYYY’ add LocaleId=”2057″

e.g.

<SharePoint:DateTimeControl ID=”dtStartDate” CssClassTextBox=”DateControlformfield” runat=”server” DateOnly=”True”         IsRequiredField=”True” LocaleId=”2057″ />

Or to find more LocaleId appropriate to your requirement please see the below link

http://msdn.microsoft.com/en-us/goglobal/bb895996.aspx

Over the course of the last two years or so reading everything I can about Dynamics CRM 2011, as well as teaching many classes of people how to get the most out of their CRM systems, one thing which comes up again and again is how to best structure Business Units, Users and Security Roles, and sometimes Teams as well to get the exact model you want to match your business requirements for who has access to which records and when.

Users inherit Security Roles from Teams – right?

One concept I have seen repeated many times is that “Users inherit security roles from all the Teams they are in”. And generally this seems to be a reasonable way to describe how it works, but occasionally odd behaviours seem to show up which make this appear to be less than 100% accurate.

I also had a gut feeling for…