Tuesday, September 1, 2009

Bulk 'save as completed/Cancel' of the CRM activities in MS CRM 4.0

There is no direct way to do the same in CRM. But there are workarounds you can achieve the same.
1. Create an ISV button on the grid tool bar. On click of this button you will the GUID of all the selected records (in the grid). Once you will get the GUID of all the activity, you can call web service using Jscript (AJAX call) and update these records as completed.

getSelected('crmGrid') will return you an array of the GUIDs of the selected records.

Limitation –

· getSelected('crmGrid') method has a limitation , it will return you the GUID of max 50 records.

· After updating the activity using AJAX call, records will still appear in the grid, unless n until you will refresh the grid.

2. Create an ISV button on the grid tool bar. On click of this button you will the GUID of all the selected records (in the grid). Once you will get the GUID of all the activity, you call you own custom page, which will update those records as completed, and it will show you a user friendly message. On close of this custom page refresh the grid.

To Refresh the grid - crmGrid.Refresh();

1 comment:

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