Company Blog December 2012

We have all used the email form in CRM 2011, however many times we might want to customize the activity party fields (to, cc, bcc), so that we can restricted the email enabled entities.
The image below displays the default entities that will be shown when we click on the activity party lookup button. Notice that custom email enabled entities will also be shown on this list.

In order to modify the entities, we will have to set the lookuptypes, lookuptypeicons and lookuptypename attributes of the activity party field as shown in the code below.
We can also set the defaulttype that will display when we open the lookup dialog window.

Field Security in CRM is globally scoped which means that it will apply to all client types and whatever the position of the user is in business unit hierarchy.
Field Security is always enabled in any type of access to the CRM client such as Reports, Quick Find, Offline Access, Filtered Views, Auditing, SDK, etc...

We recently got a request from a client that wanted to prevent modifications of Contacts from the Outlook Client back to CRM.
We went back and forth trying to implement this with security roles and other options, but none of the solutions were perfect.

Finally we decided to implement this using Plugins.
The solution was to allow Outlook to make the changes, but as soon as they are made, revert them back to their original values.

When developing a Silverlight Web Resource that has to be added to the CRM form, many time we require to pass data back and forth between the two.

The first step, is that we need to add a couple of classes to the Silverlight application that will allow us to communicate with CRM.
These two classes are the silverlightutility.cs and silverlightextensionmethods.cs, which can be located in the SDK under samplecode\cs\silverlight\soapforsilverlight\soapforsilverlightsample folder.

This article will demonstrate how to communicate between the applications.

This article will describe the steps on how to create announcements in CRM and publish them on your SharePoint 2010 web application.

Step 1 – Create the announcements in CRM

Creating announcement in CRM is an easy enough process. If you have permissions to create announcements, all you need to do is go to your Administration area under, and choose the announcements link.
This will display the announcements entity, and will provide you with the ability to create new announcements, edit existing announcements or delete announcements that you no longer need.

Each announcement has an expiration date field as well as a more information url link field. The entity is not customizable, so additional fields cannot be added to the entity.

The free Microsoft Dynamics CRM Online service called Internet Lead Capture will be discontinued effective February 15th, 2013.

Prior to this data, customers will need to cease the usage of the Internet Lead Capture functionality. All landing pages that have been creating will need to be turned off. After the discontinued date, customers will not be able to import any leads that they have accumulated. Any leads that have accumulated from active landing pages will need to be imported in the Microsoft Dynamics CRM Online environment.