Monthly Archives: May 2013

Step By Step Hiding Ribbon Button in MS CRM 2011 Part1

If you have a requirement to hide ribbon buttons in MS CRM 2011 then this post is will help you. Sometime there some system ribbon button which is not required by our client, so if we need to hide them we have two below options:

  • Modify Ribbon XML file manually.
  • User Ribbon Editors addon available.

Let’s say we need to hide “Save&New” button from Lead entity.

In this post we are going to modify ribbon xml manually and next post I will be using ribbon editor addon available. So let’s start our step by step process.

Step1: Generate Ribbon XML for you entities.

You can use exportribbonxml project that comes with MS CRM 2011 SDK under “\sdk\samplecode\cs\client\ribbon\exportribbonxml” location. Open this project and run it will ask your crm server name and organization detail and will generate entity ribbons.

Step2: Open leadRibbon.xml in Visual Studio or you any xml editor

Step3: Create new solution and add your entity in that.

Step4: Export your solution and extract it.

Step5: Open your customizations.xml file in Visual Studio and search for “SaveAndNew”

Capture

Step6: Copy it’s id value, we need this to use it in our location property.

Step7: Open customization.xml from your extracted solution.

Step8: Search for RibbonDiffXml and do changes like below

riboonxml

We have used HideCustomAction to hide our OOB button.

Step9: Zip your solution (selection all field->right Click->Send To->Compressed (Ziped) folder.

Step10: Import your solution and Publish Customization.

Now when you will open lead form you will find “Save & New” button missing like below

missingsaveand new

In Next post we will show how we can implement this using ribbon Editor addon !!

Himbap | Need any help in customization Contact US 

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Checkout Dynamics CRM 2011 updated IG

Microsoft has release new version of Dynamics CRM IG Guide, you can check it here

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Retrieve crm users based on Team

If you are looking to get all crm users based on the teamid then this post is for you. You can use below code to retrieve users:

private EntityCollection GetAllTeamUsers(IOrganizationService _CrmService,Guid TeamID)
{
//Create query expression
QueryExpression _Query = new QueryExpression();
_Query.EntityName = “systemuser”;
_Query.ColumnSet = new ColumnSet(true);
_Query.ColumnSet.AddColumn(“systemuserid”);
_Query.LinkEntities.Add(new LinkEntity
{
LinkFromEntityName = “systemuser”,
LinkToEntityName = “teammembership”,
LinkFromAttributeName = “systemuserid”,
LinkToAttributeName = “systemuserid”,
LinkCriteria =
new FilterExpression
{
Conditions ={
new ConditionExpression(“teamid”,ConditionOperator.Equal,TeamID)
}
}
});
return _CrmService.RetrieveMultiple(_Query);
}

Enjoy !!!

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Connect with your Customers Using Skype

If your organization is updated with Microsoft CRM 2011 rollup then you can use Skype or Lync to connect to your customer. You can select your option from Settings->System->Administration.

Image

To use this functionality you need:-

  1. Skype or Lync installed on your machine.
  2. Prefix country code and area code before the contact number of customer.

Image

Once you have contact number entered for your customers you can click on phone number directly and it will ask you for confirmation, once you will allow Skype will start calling that number.

ImageEnjoy !!!

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Get All users based on Business Unit -MS CRM 2011

If you are looking for a code to get all the users for a particular business unit, you can use below code

private EntityCollection RetrieveUserBasedOnBusinessUnit(IOrganizationService _CrmService,Guid BUId)
        {
            QueryExpression _Query = new QueryExpression
                   {
                       EntityName = “systemuser”,
                       ColumnSet = new ColumnSet(true),
                       Criteria =
                       {
                          Conditions =
                        {
                            new ConditionExpression
                            {
                                AttributeName=”businessunitid”,
                                Operator=ConditionOperator.Equal,
                                Values={BUId}

                            }
                        }
                       }
                   };
            return _CrmService.RetrieveMultiple(_Query);
        }
Enjoy !!!

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HIMBAP – A team of highly skilled Microsoft Dynamics CRM experts

Introducing HIMBAP, a team of highly skilled Microsoft Dynamics CRM experts, with extensive experience in developing solution for diverse domains, across verticals. We believe in having long-term firm relationships with our customers. We help our customers in improving their business efficiency and profitability with automation and innovation to their business process leveraging Microsoft Dynamics CRM along with our services.

We provide gamut of Microsoft Dynamics CRM services right from business process analysis to end user training and assist organizations in growing their business effectively and enhance their skillset. We assist organizations in making their business processes more agile & efficacious and making their business more efficient.

HIMBAP is guided by a team of Microsoft Certified Professional and MVP in Dynamics CRM. Along with experience and expertise in Dynamics CRM we also bring our understanding of business requirement in various customer scenarios and ability to empathize with our customers. And the one thing that differentiates us from the rest is not only our Dynamics CRM expertise but also our unique customer led approach.

Please refer: http://himbap.com for more details about our services.

Contact Us

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