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Vincent Zhong Blog

  • 11 May

    Create a Change Log in Dynamics CRM 2011 using PreEntityImage and PostEntityImage

    Posted by: Vincent Zhong

    In this blog post I will talk about a very useful feature from CRM 2011, which is EntityImage. There are two types of EntityImage which are PreEntityImage and PostEntityImage. They contain snapshots of the primary entity’s attributes before and after the core platform operation. If you want to know more about it, you can check out this article from Microsoft. Next I will use a simple Changes Log example to demonstrate how to these two properties.
     Create a Change Log in Dynamics CRM 2011 using PreEntityImage and PostEntityImage

    Here I will reuse the Meeting entity I created in my Naming Plugin blog post. There are only 3 fields on the form, ...

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  • 09 May

    Passing Extra Parameters for Filter when Adding Existing Record

    Posted by: Vincent Zhong

    In Dynamics CRM 2011, one of the new features is sub-grid. It gives the users with proper security the ability to view, create, and modify records for a related entity directly within a form. As shown in the image below, in the form of Firm entity, there is a sub-grid of Documents, and when that sub-grid is selected the application ribbon dynamically changes to reflect the options available for that entity.
     Passing Extra Parameters for Filter when Adding Existing Record

    If we click the “Add Existing Document” button, the following lookup window for Document will pop up.

     Passing Extra Parameters for Filter when Adding Existing Record

    The URL of this page will be something like: http://yourdomain.com/_controls/lookup/lookupinfo.aspx?LookupStyle=multi&browse=0&objecttypes=10089...

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  • 08 May

    Dashboard and Chart in Dynamics CRM 2011 – Part 2

    Posted by: Vincent Zhong

    In my previous blog post, I talked about how to create a System Charts and Dashboards. I will talk about the Personal Charts and Dashboards now.

    Here is some recap from last blog post, only users who have System Administrator or System Customizer security roles can create System Charts and Dashboards, and once they have been created, all users can see them. On the other hand, all users can create their own Personal Charts and Dashboard, but only themselves can see them.

    Next I will show you how to create Personal Chart. Create Personal Chart is easier and more ...

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