Author Archives: admin

How to retrieve all the fields of entity details in Salesforce using SOQL

Step 1: First create the salesforce API. Please refer to my my previous post. Step 2: Pass the account ids as array.. as  GetAccountDetails(new string {“6ghgg687ihh”, “9hhj789899n”}) public List<Account> GetAccountDetails(string[] accountIds) { List<Account> objAccountList = new List<Account>(); Account objAccount = … Continue reading

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How to integrate Salesforce with third party ERP, finance systems or any external application.

Step 1: Create an account on Developer Edition of Salesforce.Developer Edition provides access to all of the features available with Enterprise Edition. Step 2: Regenerate the WSDL file (Generate or Obtain the Web Service WSDL) To generate the WSDL file … Continue reading

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Comparison between Microsoft Dynamics CRM and SalesForce.com based on simple Customization

We will look at the Out of the Box customization functionality of both Dynamics CRM and Salesforce.com. There are several business cases for wanting to customize your system. A very common type of customization is a change made to a … Continue reading

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How to Retrieve OptionSets Label Text in Dynamics CRM 2011

Calling Below Method as string labelValue = GetOptionSetValueLabel(CrmService, accEntity.LogicalName, “homeroof” , 100001); // Method to retrieve OptionSet label value Private string GetOptionSetValueLabel(IOrganizationService CrmWebService, string prmEntityName, string prmAttributeName, int prmOptionSetValue) { string ReturnLabel = string.Empty; OptionMetadataCollection OptionsSetLabels = null; OptionsSetLabels = … Continue reading

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How to modify PDF file using iTextSharp

Step 1: First you need to stamp the PDF file using PDF stamper ( For example: for first name, last name etc.) Step 2: Download iTextSharp dll and add reference to your solution. Step 3: Modify the Below code as … Continue reading

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Workflow Process “Save As” functionality in Dynamics CRM 2011

Often there is a need to create a complex Process (workflow) and then shortly thereafter, recreate it with slightly different parameters. Dynamics CRM 2011 does not come with a “Save as” mechanism for workflows like it does for advanced finds … Continue reading

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Building clients for Windows Phone and Windows 8 RT

The Microsoft.Xrm.Sdk.dll library provided as part of the Dynamics CRM 2011 SDK makes it easy to write  .NET applications that target the desktop. This library has dependencies on .NET 4.0 and Windows Identity Foundation (WIF), neither of which are available … Continue reading

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How to consume WCF Service using Channel Factory

A Channel Factory is implemented by the IChannelFactory Interface and their associated channels are used by the initiators of a communication pattern. The Channel Factory class is useful when you want to share a common service contract DLL between the … Continue reading

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Create E-mail Activity and Multiple E-mail Attachment in MS CRM 2011

Copy and paste the below function to get it work. You can use this function to create email activity and email attachment related to the same email activity from Plugin/ Custom Workflow / Or any external web application or windows … Continue reading

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New Xrm.Utility Functions in Update Rollup 8 for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online.

Xrm.Utility Reference The Xrm.Utility object provides a container for useful functions not directly related to the current page. These functions are available in every application page that supports scripting. You can use them in form scripts or in ribbon commands. … Continue reading

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