Appendig Lead Notes to Oppourtunity Notes

Appending Lead Notes to Opportunity Notes :- // Code using System; using System.Collections.Generic; using System.Linq; using System.Text; using System.Threading.Tasks; using Microsoft.Crm.Sdk; using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Query; namespace AppendingNotestoOpportunity { public class Class1 : IPlugin { public void Execute(IServiceProvider serviceProvider) { Guid leadid; //IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext)); //IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IPluginExecutionContext)); //IOrganizationService service = factory.CreateOrganizationService(context.UserId); //ITracingService tracingService … Continue reading Appendig Lead Notes to Oppourtunity Notes

Calling Actions from Plugin

Interesting features in CRM  is Actions. Actions are the Custom messages which can be created for any entity or globally to perform business operations like create/update/Assign etc. Action Properties: Can be associated with single entity or globally. Actions support Arguments – Input and Output Arguments. Can be only called through web service calls Like  JavaScript/Plugins/Web … Continue reading Calling Actions from Plugin

Difference Between Custom Workflow and Plugin

Difference Between Custom Workflow and Plugin: When we are using Plugin we have a number of triggers availble (called as Steps/Message) to trigger the plugin execution, Where Custom workflows are triggered by standard workflows available in CRM, that make the custom workflow triggers limited(Create, Update, Status Change, Delete and On assign). Workflows and by extension, … Continue reading Difference Between Custom Workflow and Plugin

How to Filter by Date Range in Custom SSRS Report

How to Filter by Date Range in Custom SSRS Report In one of my recent projects, I had to come up with a solution that allows reports to be filtered by date range. This comes in handy especially for reports that are exported from time to time (e.g. you want to see records from last week, last quarter, last year … Continue reading How to Filter by Date Range in Custom SSRS Report

Switching BusinessProcessFlow With Javascript

 Switching BusinessProcessFlow  Scenario - By default for lead entity we have  lead to Opportunity salesprocess flow. At this time we created lot of records and later we came up with another Custom BusinessProcessFlow. We need to reflect this custom businessprocessflow for all ready created records and for the new records. Following  the code for this scenario- … Continue reading Switching BusinessProcessFlow With Javascript