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  • 06 Feb

    CRM 2011 to Lync Integration – Part 2


    These days I am still working on the project that integrates Dynamic CRM 2011 with Lync 2010. I developed a prototype with several UI forms for settings. It can also be tested with sample data.

    I set a NotifyIcon for this project. Override the original OnClosing method to hide for Main window. User can show setting form or exit project from notify Icon.

     CRM 2011 to Lync Integration

    Next, the Main window has 3 tabs. One is for user options; one is for connection and configuration settings, and the last one contains “About” information.

     CRM 2011 to Lync Integration

    In the “Settings” tab, user can set up their ...

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  • 05 Feb

    Prefill Lookup Field with Default Value Dynamics CRM 2011


    As promised in a previous post on prefilling fields in Dynamics CRM 2011, I was going to show how to prefill a lookup field in Dynamics CRM 2011. In this post I will finally be showing how to do this, so that when you create a new record for a specific entity, the lookup field is prefilled with a reference to an existing record that you’ve defined.

     Prefill Lookup Field with Default Value Dynamics CRM 2011

    One example of where this might be useful is on an Account, defaulting the Price List lookup to ensure new Accounts are set with the selected Price List entered. In this ...

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  • 04 Feb

    Customize Sub-grid Ribbon Button for Specify Entity in Dynamic CRM 2011


    Last week I have spent most of my time in customizing Ribbon in Dynamics CRM 2011. There are two types of Ribbon customizations, those working with system ribbon controls and those creating new custom ribbon controls. The basic for these two types of customizations are pretty much the same, and there are already many good tutorials on the Internet showing you how to do it, but I do come across a specific problem which took me many hours to before I figure how to do it. I would like to share this with you.

     Customize Sub-grid Ribbon Button for Specify Entity in Dynamic CRM 2011

    Here is the scenario. If ...

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