Nishant Rana's Weblog

New Types in CRM 2011

CRM 4.0 Type	CRM 2011 Type

CrmBoolean	Boolean
DynamicEntity[]	EntityCollection
CrmDateTime	DateTime
CrmDecimal	Decimal
CrmFloat	Double
CrmNumber	Integer
Lookup, Owner, Customer	EntityReference
CrmMoney	Money
Activityparty[]	ActivityParty[]
Key, UniqueIdentifier	Guid
String	String
Status ,Picklist	OptionSetValue

Sample Code for using IOrganizationService in CRM 2011

Just a sample code for quick reference !

Uri organizationUri = new Uri("http://crmservername/orgname/XRMServices/2011/Organization.svc");
Uri homeRealmUri = null;
ClientCredentials credentials = new ClientCredentials();
// set default credentials for OrganizationService
credentials.Windows.ClientCredential = (NetworkCredential)CredentialCache.DefaultCredentials;
// or
credentials.Windows.ClientCredential = System.Net.CredentialCache.DefaultNetworkCredentials;
OrganizationServiceProxy orgProxy = new OrganizationServiceProxy(organizationUri, homeRealmUri, credentials, null);
IOrganizationService _service = (IOrganizationService)orgProxy;
try
{
    Entity myAccount = new Entity("account");
    myAccount["name"] = "Test Account";
    _service.Create(myAccount);
}
catch (Exception ex)
{
    MessageBox.Show(ex.Message);
}
}

In case of early-bound, don’t forget to add the following line of code

 OrganizationServiceProxy _serviceProxy = new OrganizationServiceProxy(organizationUri, homeRealmUri, credentials, null);
 // This statement is required to enable early-bound type support.
  _serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());

For Office 365 check this post
https://nishantrana.wordpress.com/2012/12/06/sample-code-to-connect-office-365-users-to-crm-2011-online/
Bye.

Url to edit Connection Role in CRM 2011

Hi,

I had to disable some of the existing connection role and had to define new one. Was not able to find a page(grid view) from which i could do that easily.So used the following url to edit the Connection Role

http://servser:port/orgname/_root/homepage.aspx?etc=3231

Please let me know from where we can do it easily within CRM UI itself.

Adding Left Navigation Item to a form in CRM 2011

Hi,

Export solution containing the entity we need to modify.

Find the <form> tag for the form we want to modify within <FormXml> tag

Then use the following sample xml to add the left navigation item.

Bye.

Hiding Collaborate,Process and Data group from Contact Entity in CRM 2011

Hi,

we could make use of following xml definition for that

Hides from Grid

Hides from form
<HideCustomAction Location=”Mscrm.Form.contact.MainTab.ExportData” HideActionId=”Mscrm.Form.contact.MainTab.ExportData.HideAction”/>
<HideCustomAction Location=”Mscrm.Form.contact.MainTab.Collaborate” HideActionId=”Mscrm.Form.contact.MainTab.Collaborate.HideAction”/>
<HideCustomAction Location=”Mscrm.Form.contact.MainTab.Workflow” HideActionId=”Mscrm.Form.contact.MainTab.Workflow.HideAction”/>

We can get the Location value from the following sample code of sdk

…….\sdk\samplecode\cs\client\ribbon\exportribbonxml\exportedribbonxml

Hope it helps !