CRM 2011 – Get Entity Type Code using Javascript

Posted by on Oct 16, 2013 in CRM 2011, Customizations, JavaScript |

So while developing a solution for a customer I had hard-coded the etc codes for each entity not realising that once deployed on the new system the entity/object type codes for each entity may change on the destination system.

Real life saver!

 

 

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CRM 2011 – Popup a Lookup window from a Ribbon Button

Posted by on Oct 16, 2013 in CRM 2011 |

Below is a snippet of code to allow you to popup a lookup window for the entity of your choice. Use this on a form or from a ribbon button

 

 

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Generating/Rendering a PDF from a sql reporting services report – CRM 4

Posted by on Dec 9, 2010 in CRM 4.0, SQL Reporting Services |

sounds simple dosen’t it – my objective is to run an estimate report and render to PDF all from the click of a button as shown in the screenshot below:

Heres the code —

Deploy aspx to CRM ISV folder — create ISV button to call the ASPX page passing the oppID parameter (being the actual opportunityid) to the page.

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This report requires a default or user-defined value for the report parameter ‘Parameter’. To run or subsribe to this report, you must provide a parameter value

Posted by on Dec 9, 2010 in CRM 4.0 |

ahhh sql reports — i mean come on this sounds like a simple parameter problem — however what seems to be the problem here is that in the report i was requesting from sql srs web services for CRM4 — you must define data source credentials with the datasource name being the datasource name on the report!!

then you get this error:

An error has occured during report processing —> Cannot create a connection to data source ‘DataSource1′ —> Guid should contain 32 digits with 4 dashes…

i’m kicking myself at this point saying WTF!!

This error occurs because the Microsoft Dynamics CRM Data Connector for Microsoft SQL Server Reporting Services requires the user’s SystemUserId value as the Log in name and the user’s OrganizationId value as the password (for the datasource credentials)..

When a report runs inside Microsoft Dynamics CRM, these values are passed automatically. These values must be entered manually when the report is run directly from SQL Server Reporting Services.

more info at: http://support.microsoft.com/kb/2006869

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