These are probably the most common generic data files I use for data load. I’ve posted them here for others to use as a starting point, but mostly for me to retrieve them easily rather than have to dig for them through my portable drive. Canadian Provinces USA States Countries of the World Enjoy! July... Continue Reading →
JS for lookup in CRM
Working with lookup fields in CRM when using JavaScript is a little different due to the way the entity is handled. The following snippets will allow you to both read a value in a look-up, as well as to populate a value in the look-up (for cases when you need to pre-define a value). Reading... Continue Reading →
JS to get details from parent lookup entity
In some instances, you might need to put a lookup on a form, and based on the selection in that lookup, retrieve additional data about the entity referenced. One such example could be either the standard entities like Account or Contact, or a custom entity you have created. The following snippet will help you do... Continue Reading →
Don’t play with fire, or the Address
One common requirement is to control the Country/Province user input in your CRM. One approach is to actually create two new custom entities, one for Country, one for Province, and add the proper relationship for filtering. Next you can go through your system and start replacing your Country and Province to add your new entity... Continue Reading →
CRM 2011 On Premise – Tracing
Issue: no tracing logs or logs at the wrong/default location. I was looking at some point for the tracing logs, and I could not find anything on the system. First off, the default location for tracing logs is at C:\crmdrop\logs but hey, that folder does not exist. You can use PowerShell to enable tracing, as... Continue Reading →
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