Tuesday, January 18, 2011

How to change status of the dynamic entity?

to change status of the dynamic entity follow these steps:

   1:  //Create a request object

   2:  SetStateDynamicEntityRequest stateRequest = new SetStateDynamicEntityRequest();

   3:  //Use string and not integer value for state. (For Lead use "Qualified" and not 2)

   4:  stateRequest.State = newState;

   5:  stateRequest.Status = newStatus;


   7:  //Create an instance of the entity

   8:  Moniker m = new Moniker();

   9:  m.Id = entityId;

  10:  m.Name = myDynamicEntity.Name;


  12:  //Set the state. Well... set the entity.

  13:  stateRequest.Entity = m;


  15:  //Send the request

  16:  SetStateDynamicEntityResponse res = (SetStateDynamicEntityResponse)_crmService.Execute(stateRequest);

How to get rid of the CRM 4.0 “new_” prefix

Today one of my junior colleague asked me “Whenever I'm creating a custom entity in CRM, the type is prefixed with "new_". So are any attributes. How can this be modified/removed?”

although it’s quite simple but I thought many more minds might be thinking the same thing around the globe so I have decided to place it  here.

“new_” is the default prefix for custom entities and attributes.

To change it:

  1. Log into the web interface with an administrator account
  2. Select: Settings -> Administration -> System Settings
  3. Select the Customization tab
  4. Change the Prefix value to your desired one.

Happy Coding :-)

Wednesday, January 5, 2011

Don't upgrade to Rollup12 if you use push email


from Michael Dawson’s linkedin group post we got the info and got the solution too in our environment , so decided to share if someone too facing this issue. thanks Michael for sharing :-)

“We recently upgraded and have been hit with quite a major issue, when an appointment is synchronized from CRM to your Outlook Calendar, Exchange freaks out when trying to send it to your Smartphone device. You get inundated with the following message:
Synchronization with your SmartPhone failed for 1 items.
The following items couldn't be sent to your mobile phone. They haven't been deleted. You should be able to access them using either Outlook or Outlook Web App.
Item Folder: Calendar
Item Type: IPM.Appointment
Item Created: 21/09/2010 16:23:34
Item Subject: 1723 MDTEST
We have called Microsoft Product Support and this is a known issue that is being researched hopefully for inclusion in Rollup13. I have been advised to uninstall Rollup12 if I want to resolve the issue and go back to Rollup11.”