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Resolve case programmatically

You have to create incidentresolution entity object and also then execute a CloseIncidentRequest, sample code looks like this: incidentresolution objJobResolution = new incidentresolution(); objJobResolution.incidentid = new Lookup(); objJobResolution.incidentid.type = "incident"; objJobResolution.incidentid.Value = ; // Job id objJobResolution.subject = "subject"; try { objCrmService.Create(objJobResolution); CloseIncidentRequest closeJob = new CloseIncidentRequest(); closeJob.IncidentResolution = objJobResolution; closeJob.Status = 5; CloseIncidentResponse resp = (CloseIncidentResponse)objCrmService.Execute(closeJob); } catch (System.Web.Services.Protocols.SoapException soapEx) { continue; }

Place Queue on other tabs

By default, Queue area is only available on the Workplace tab in MS CRM, sometimes it becomes a pain to go to workplace tab click on queue and then go back to the tab where you were. Here is a simple way to add Queue area on any tab or elsewhere, just update the sitemap or isv config and add the Queue area link to it, which is : http:// your server / organization name //workplace/home_workplace.aspx

Call MS CRM Service through Javascript to retrieve records

debugger;var gidLocationID = event.srcElement.DataValue[0].id; var xml = "" + " " + " http://schemas.xmlsoap.org/soap/envelope/\ " xmlns:xsi=\" http://www.w3.org/2001/XMLSchema-instance\ " xmlns:xsd=\" http://www.w3.org/2001/XMLSchema\ ">" + " " + " http://schemas.microsoft.com/crm/2007/WebServices\ ">" + " 00000000-0000-0000-0000-000000000000http://schemas.microsoft.com/crm/2007/CoreTypes\">00000000-0000-0000-0000-000000000000 >" + " " + " " + " " + " http://schemas.microsoft.com/crm/2007/WebServices\ ">" + " http://schemas.microsoft.com/crm/2006/Query\ " xsi:type=\"q1:QueryExpression\">" + " **EntitySchemaname** " + " " + " " + " ** Attrbute Name 1** " + " >** Attrbute Na...

Some useful URLs in MS CRM web client

Hi, These are some urls or paths you can make use of while creating custom applications integrated with Microsoft CRM New Note, related entity field is mandatory http://mscrm:5555/SaurinTestBase/notes/edit.aspx?pType=1 New Attachment http://mscrm:5555/SaurinTestBase/notes/edit.aspx?hideDesc=1&pType=1 Advanced Find http://mscrm:5555/SaurinTestBase/AdvancedFind/AdvFind.aspx

Import Subjects in MS CRM using Import tool

I got this problem of import of subject being successful but not appearing in the subject list, I googled to find out an important technique to do it: Original reference: http://rc.crm.dynamics.com/rc/regcont/en_us/live/help/ts_import.htm When I import subjects, why don't they appear in the list of subjects? For imported subjects ( Categories used in a hierarchical list to correlate and organize information. Subjects are used in the subject tree to organize products, sales literature, and knowledge base articles. ) to be visible, the import source file must contain a column that maps to the Feature Mask attribute. The Feature Mask attribute determines whether the subject will be displayed in the subject tree. If Feature Mask is set to 1, the subject will be displayed. If it is empty or set to 0, the subject will not be displayed. To build the subject hierarchy in the subject tree, you map the column in the source file that contains the title of the parent subject to the Parent Sub...

Last included in a Campaign field

Lead, Account and Contact entities have a field in the Administration tab of their entity forms which says : " Last Included in a campaign ", this read-only Datetime field autopopulates itself with the date when the lead/account/contact was last a part of any campaign.

Abort event through plugins

Suppose you are writing a pre -event plugin in which you compare to  old and new values and on certain condition would like to cancel the Save or  Update and stop the execution, it was simple in CRM 3 with an Abort() method while in CRM 4, you have to manually raise and throw a  Invalid-Plugin-Exception, while this gives a dirty error message on your MSCRM screen, you can make it better by entering you own Message explaining why the record could not be saved: throw new InvalidPluginExecutionException("Execution has been stopped due to this reason");