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 …
Copy cors-filter-<version>.jar file and java-property-utils-<version>.jar to $CATALINA_HOME/lib. Then, edit the $CATALINA_HOME/conf/web.xml file to include: <filter> <filter-name>CORS</filter-name> <filter-class>com.thetransactioncompany.cors.CORSFilter</filter-class> </filter> <filter-mapping> <filter-name>CORS</filter-name> <url-pattern>/*</url-pattern> </filter-mapping> It’s important to note that simply using the above configuration options in web.xml will enable public CORS access to the server. You may want to limit the cors.allowOrigin …
This method is exactly the same as JQuery. Let’s say you called your data attribute recordId: Zepto(“#the-div”).data(“recordId”, 0); You can target that div with the data attribute that Zepto (or JQuery) created simply by doing the following: var el = Zepto(“[data-record-id=’0′]”); If you have added the same data attribute to …
So, yea, I followed these instructions for moving your Windows 7 folder to a different location, in my case, a different physical disk. Many people ask why you would do this, here are my reasons: My boot drive is a 240MB SSD. If I can save space on this drive, …
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 PHP’s LDAP support. After installing it for your particular environment (I had PHP in a Linux environment), you can use the following function to verify AD access. In my case, I just wanted to ensure the user’s login was valid in AD and controlled ACL via the application database. …
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 …