All entities you create in CRM require a Primary Field. This is described on the second tab of the entity property window, as seen below: Now, there are certain things to keep in mind when generating this primary field for custom entities: This field is used for display in the lookup fields of related entities.... Continue Reading →
This is a common request, and the following process applies to bringing any field from one entity to a different entity’s screen. It all ties back to creating and managing entity relationships. In Settings > Customizations > Customize the System, or in your custom created solution, navigate to Components > Entities. Find the Invoice entity,... Continue Reading →
One of the advantages of CRM 2011 now is the removal of tabs. Everything is in one screen, and with a little bit of scrolling you can get to all your data. Or can you? Scenario: From an account, I want to see everything related to that account. Simple enough to achieve in CRM 2011.... Continue Reading →
Now with SharePoint and Dynamics CRM running on the same dev box, attaching to a Process ID can become a challenge in identifying which one is what. Luckily, IIS comes to the rescue. In a command prompt, run appcmd with the list command to list all the worker processes and the associated application pools. The... Continue Reading →
Here’s a trick to use when developing for CRM: Automatic Logon – by default, using Integrated Windows Authentication, IE will pass the credentials directly. As a developer or administrator, you might not want that, especially if you need to login with different accounts. To disable this behavior, in IE: Go to Tools > Internet Options... Continue Reading →
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