Limit of values in a Picklist attribute

If you are adding an option to a system (out of the box) picklist, the value must be greater than 199,999.

For custom picklist attributes, the values can start at 1.

The max value allowed is Int32.MaxValue – 1 (where Int32.MaxValue = 2147483647 or 0×7FFFFFFF).

http://msdn.microsoft.com/en-us/library/cc156143.aspx

Set a Lookup Value

Set a lookup to NULL on Server side

             Entity.Lookup = new Lookup();
             Entity.Lookup.IsNull = true;
             Entity.Lookup.IsNullSpecified = true;

Set a lookup to NULL on Server side

             crmForm.all.lookupschemaname.DataValue = null;

MSCRM Form Types

CRM Form Types

• Is the user creating a new record: crmForm.FormType == 1
• Is the user updating an existing record: crmForm.FormType ==2
• Is the user unable to update this record: crmForm.FormType == 3
• Is this record deactivated: crmForm.FormType == 4
• Is the user using the Quick Create form: crmForm.FormType == 5
• Is the user using the Bulk Edit form: crmForm.FormType == 6
• What is the unique ID for this record: crmForm.ObjectId
• What type of record is this: crmForm.ObjectTypeCode
• What type of record is this (Entity Name): crmForm.ObjectTypeName
• Is the user using the Outlook Client: crmForm.IsForOutlookClient==true
• Is the user using the Outlook Light Client: crmForm.IsForOutlookLightClient == true
• Is the user working On-line: crmForm.IsOnline==true
• Have any fields in this form been changed: crmForm.IsDirty==true

How to maximize attachment size in MSCRM 4.0

The default attachement  size is  5mb in MSCRM 4.0.

Steps you need to follow:

• Open the web.config of MS CRM
• Locate httpRuntime the key within the element and change the values to the following:

                            httpRuntime executionTimeout=”9999″ maxRequestLength=”10240″

• Locate httpRuntime the key within the element of the element, and change it to the following:

                           httpRuntime maxRequestLength=”10240″

• Save the web.config and restart IIS.

MSCRM 4.0 Entity Relationships

MSCRM 4.0 Entity Relationships

 : Relationships in CRM 4.0 are quite powerful but hard to understand at first.

1. One-to-Many System-System (1:N) : In MSCRM 4.0 you can link system entity to another system entity. The child system entity has a lookup field to associate it with a parent system entity.

 

2. Self-Referential : In CRM 4.0 you can link An entity to itself. For example a Case can be linked to a master Case.

 

3. Multiple Relationships Between Entities : Many of you know about mulitple lookups issues with same entity, now it can be achieved in MS CRM 4.0 e.g the Account entity might have two relationships with a Contact entity – a primary and secondary Contact.

4. Many-to-Many System-System, System-Custom & Custom-Custom (N:N) : In MSCRM 4.0 this is major requirement for many to many relationship, now it is possible . Not only will this remove the need to build a “joining” entity, but you have control over how the relationships show up in the CRM UI.

Configure the Site Map to Customize Application Navigation in MSCRM 4.0

Configure the Site Map to Customize Application Navigation in Microsoft Dynamics CRM 4.0

 

Customize the Navigation Pane in Microsoft Dynamics CRM by editing the Site Map. This article walks you through the steps and gives you the information you need to edit this XML document. The Site Map is an XML document, and if you’ve never edited an XML document before, using tools that provide schema validation can make this much easier.

Some of the customizations you can perform include:

• Change the name of areas in the Navigation Pane
• Change the order of areas in the Navigation Pane
• Reorganize or add new areas
• Change the order of the links presented within areas
• Change the names of links in an area
• Group links in areas
• Change the Workplace profile options that people can choose from