Retrieve and Create Attachments Associated To Notes of an Entity in Dynamics CRM
January 21, 2015

You may have a need to retrieve attachments and create attachments associated to notes of an entity in Microsoft Dynamics CRM. We have provided the sample .net code that shows

Access Team View in Dynamics CRM
June 5, 2014

Have you been using the exciting new Access Team feature in CRM 2013? Here are some quick steps to create a view to display records where you are a member

Sitemap Contains Reference to an Entity Not Found in the Metadata Cache
April 4, 2013

You may encounter an error where the sitemap for Organzation xxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx contains a reference to the entity “entity_name,” but that entity was not found in the metadata cache. This error

Using a Custom Entity to Track Status Changes in CRM 2011
February 28, 2013

Dear JoeCRM, I want to track the different phases/statuses of an opportunity, and I also need to be able to report on those changes. The auditing feature is very useful

How to Customize Sorting Priority in System Views and Personal Views in CRM 2011
January 23, 2013

You can do a lot with views in Dynamics CRM, and we’ve got several posts on these features already. You can create and hide shared views, deactivate and remove system

Searching for Accounts or Contacts Without Opportunities in CRM 2011
October 16, 2012

In Microsoft Dynamics CRM, searching for records that meet specific criteria is really straightforward. However, people often want to search or report on records where data does not exist. The

How to programmatically set the status code field of a Dynamic entity
March 30, 2012

If you are working on creating or updating a dynamic entity in Microsoft Dynamics CRM and got stuck on properly setting the statuscode field please read further: Assigning value to

Error Customizing CRM 2011 Entity Form
March 8, 2012

While working on a Microsoft Dynamics CRM 4.0 to CRM 2011 upgrade we encountered this error while trying to customize the CRM 2011 entity form: Error: Exception of type ‘System.Web.HttpUnhandledException’

A Tip for Notes When You Create a New Dynamics CRM Entity
March 6, 2012

When you create a new Dynamics CRM entity, you have the option to select Notes and Activities to add to each record. If you aren’t sure if you want to

Party List fields and how to filter Custom Activity records that use them using Advance Find
February 20, 2012

A new feature in Microsoft Dynamics CRM 2011 is the ability to create Custom Activity entities. You can create a custom activity entity by checking the Define as an activity

CRM 2011 Remove Notes & Attachments, Connections and Activities from an Entity
February 13, 2012

Before we get to the CRM 2011 remove notes, connections, etc. functionality, let’s keep in mind a fine print warning. All is well as long as you heed the warning,

When to use a Global Option Set vs. a Custom entity
October 10, 2011

One of the great features in MS Dynamics CRM 2011 is Global Option sets. A global option set, sometimes called a global pick list, provides a common set of options