That's seems inefficient and the code looks nasty and unnecessarily long. I have the following data: You don't need to retrieve the entity first if you already have the Guid of the record.I don't have a CRM 4.0 environment to test but: 1) If you want to assign a value to a property it is not necessary to check (and add) the property first, just write: Dynamic Entity entity = new Dynamic Entity("new_holder"); entity. Add(new Key Property("new_holderid", new Key(guid))); entity["field name"] = new Crm Number(5); Target Update Dynamic update = new Target Update Dynamic(); update.You can create custom forms under Account, Contact, Lead, and Opportunity entities and enable Insights on those forms.Follow the instructions in this article to enable the Insights application.Please don't copy and paste the requirements which you get from your client .YOUR URGENCY IS NOT MY PROBLEM :-) I will take my sweet time in replying . It doesn’t store the Business Partner responsible for the transaction.
The product focuses mainly on Sales, Marketing, and Service (help desk) sectors, but Microsoft has been marketing Dynamics CRM as an XRM platform and has been encouraging partners to use its proprietary (. It is part of the Microsoft Dynamics family of business applications.James CTwo is our blogging alter ego for the Dynamics CRM and Web experts here at C2. We have a passion for anything CRM, Web Design or Social Media. In this blog, we will discuss just how you might do that with a fancy workaround.Using built-in functionality in CRM, this solution involves creating an entity and workflow combination.