If you need to access a Microsoft CRM 2011 report via a URL, you’ll need to do the following: Publish the report for external use: Go to your SSRS Report Manager (https://<server_name>/Reports). Navigate to your published report. Click on the drop down and select Manage: Click on Parameters. Here you …
In the below sample code, the report will actually be generated in two formats: Excel and PDF. These would then be attached to an e-mail specified at the workflow level. Make sure to visit Creating a Custom Workflow Activity in MS CRM 2011! In this second article in a three …
This bit of code will allow you to specify Team members as e-mail recipients in a workflow in Microsoft CRM 2011. Make sure to visit Creating a Custom Workflow Activity in MS CRM 2011 to understand how to create custom workflow activities! This bit of code will allow you to …
UPDATE 10-23-2013: Added a link on how to attach an SSRS report to an e-mail! UPDATE 10-03-2013: Added a link on how to send an e-mail to a team! Want to create a custom workflow activity in MS CRM 2011? Just follow Microsoft’s guide here. As an FYI, here are …
Here’s an awesome blog post on how to declare literal objects and object arrays in C#. My example involved calling a method within my C# custom workflow activity class: protected override void Execute(CodeActivityContext executionContext) { . . . dynamic[] sendFields = { new { type = "TO", teamMembers = GetTeamMembers(service, …
Add the following code within a web resource: function setPriceList() { //Create an array to set as the DataValue for the lookup control. var lookupData = new Array(); //Create an Object add to the array. var lookupItem= new Object(); //Set the id, typename, and name properties to the object. lookupItem.id …
Use the CRM 2011 OData Query Designer tool. In addition, here’s some examples: Get Quote details for a specific quote /XRMServices/2011/OrganizationData.svc/QuoteDetailSet?$filter=QuoteId/Id eq guid'<RECORD_GUID>’ Get specific property details (e.g. ExtendedAmount and Quantity) for a specific entity (e.g. Quote Detail) /XRMServices/2011/OrganizationData.svc/QuoteDetailSet?$select=ExtendedAmount,Quantity&$filter=QuoteId/Id eq guid'<RECORD_GUID>’ Filter on custom entities and how to use multiple …
As you probably already know, there’s no built-in way to specify the filename of a report you want to export to PDF, Excel, Word, etc. Then a colleague pointed me to this article. First off, the code for the below solution can be downloaded here. This one took a while …