Month: May 2014

{Dynamics CRM Web Resources} Show Attachments for an entity in Custom Webresource in Microsoft Dynamics CRM

Recently in our project we had a requirement where we needed the attachments for an entity in a custom webresource so that when the user clicks the attachment it downloads. For that first of all you would need to get the attachmentid by querying the annotations which are of type attachment for the entity. Once …

{Dynamics CRM Web Resources} Show Attachments for an entity in Custom Webresource in Microsoft Dynamics CRM Read More »

Role based view in Microsoft Dynamics CRM

Many of must be having the requirement of configuring role based views in CRM. For e.g – say a person with salesperson security role should have ‘Active contacts’ as the default view for the contact entity. Like wise there might be requirement where you would need to hide views based on security roles. If you …

Role based view in Microsoft Dynamics CRM Read More »

{Dynamics CRM – SSRS} Execute custom SSRS report from Microsoft Dynamics CRM using custom code.

Recently we had the requirement in our project where the customer wanted to execute the Export To Excel feature for an editable grid that we implemented. The following in an overview of the requirement. 1. There is a custom jQuery Grid which shows a consolidated view to customer for a custom entity and its related …

{Dynamics CRM – SSRS} Execute custom SSRS report from Microsoft Dynamics CRM using custom code. Read More »

{Dynamics CRM} Get EntityTypeCode of an entity in CRM 2013 using JScript

Recently in my project i was required to get the entity type code of entity. A little bit of searching and I could find multiple ways to get them in jscript. However the main problems were: 1. they were working only on entity forms 2. you would have to make a metadata call to get …

{Dynamics CRM} Get EntityTypeCode of an entity in CRM 2013 using JScript Read More »