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Showing posts from December, 2023

Create HTML page show all contact related to specific account, add this webresource as a subgrid in the form

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Create HTML page show all contact related to specific account, add this web resource as a sub grid in the form  We need to create one html and add the JavaScript and CSS. After Add the webresource to Form. For this fist we need to create hml like below <!DOCTYPE html> <html> <head>     <title>Contact Records</title>     <style>         table, th, td {             border: 1px solid black;             border-collapse:collapse;             border-color:yellow;         }         td{             text-align:center;             color:blue;             background-color:blue;                      }         th{   ...
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create SSRS report by grouping accounts are related contacts, embed into CRM

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Create SSRS report by grouping accounts are related contacts, embed into CRM Step1: Open Visual studio Click on create project and search for the Reports  Step2: Select Report Server Project in second Option and Click on Next  Step3: Rename and click on create Then you see your SSRS reports screen Step 4: Right side we can see Reports Right click on Reports and then we can See some options in that click on Add  ==> New Item. Then we Can see Add Items Window in That we Have Three Options 1.Report 2.Data Source 3.Data Set .Now select Report because We are Doing for Reports. Rename the as Account related and click on ADD Step 5: Then we can see in Left Navigation some Options Like 1.Built in Fields, 2.Parameters, 3.Images, 4.Data Source, 5.Data Sets.  Now Right click on Data Source and click On Add Data Source. Then Data Source Properties page will be Visible. Step 6: In  Data Source Properties we have two table 1. General 2. Credentials  1. General Select ...
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create a canvas app, retrieve all account details and show in the galary.

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Create a canvas app, retrieve all account details and show in the galary.  Step 1: First Of all go to power app and click on create canvas apps and select blank screen and name the screen as Account Navigation Step 2: In the blank screen insert rectangle and label then name the label Step 3: Add Rectangle and  inside the rectangle add Icon and label For it  Step 4: Create a Screen and rename the Screen as My accounts now go back to previous Screen (Account Navigation) Step 5 : After going to the Account Navigation screen Click on icon which was Created go to advance settings in the right side there action will be under action first option as  on Select In side the check box  give this fx Formula as  Navigate(' My Accounts',ScreenTransition.CoverRight) and save  Step 6 : Go to  My accounts  Screen which is blank and add vertical galary and select account as  data source  Step 7 : Add Icon (Back Icon) and On select fx formula as ...
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create new entity with fields record resolved by(lookup to syster user), record resolved on (date and time), by using plugin fill this data on status change to inactive.

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Create new entity with fields record resolved by(lookup to system user), record resolved on (date and time), by using plugin fill this data on status change to inactive. Step 1: Create a New Entity as ResolveRecord. Step 2: Create fields RecordResolved by (lookup with system user) and RecordResolved on (Date and Time). Next add the status field which name as statecode (like schema name). Step 3: Create a Plugin according to the Scenario . using System; using System.Collections.Generic; using System.Linq; using System.Text; using System.Threading.Tasks; using Microsoft.Xrm.Sdk; namespace aRepoTrack {     public class RepoTrack : IPlugin     {         public void Execute(IServiceProvider serviceProvider)         {             IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));             IOrganizatio...
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How to get and set values in plugins?

  How to get and set values in plugins?   Ans.  using System; using System.Collections.Generic; using System.Linq; using System.Text; using System.Threading.Tasks; using Microsoft.Xrm.Sdk; namespace pluginsetgetApp {     public class pluginsetgetApp :  IPlugin     {         public void Execute(IServiceProvider serviceProvider)         {             IPluginExecutionContext context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));             IOrganizationServiceFactory factory = (IOrganizationServiceFactory)serviceProvider.GetService(typeof(IOrganizationServiceFactory));             IOrganizationService service = factory.CreateOrganizationService(context.UserId);             ITracingService tracer = (ITracingService)serviceProvider.GetService(t...
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