Populate Regarding Field In CRM 2013 Using Plugin

Populate regarding work with creating records.

Here are my code (Im Creating new task with populated Regarding Field):

 Entity newTask = new Entity("task");
 newTask["subject"] = "Document" + DateTime.Now.ToShortDateString();
 newTask["description"] = "Description";
 newTask["regardingobjectid"] = new Microsoft.Xrm.Sdk.EntityReference("account", account.Id);
 service.Create(newTask);

Result:

New Task will be created with subject field, description field and regarding field with value.

CRM Email Template Add Links With Related Field

<a href="www.google.com/?CompanyNumber={!Contact:Company Number;}">Click Here</a>

Note* Dont copy and paste the links. Manually type in the links.


Result will appear as below:

Click Here <- Sample Cannt Be Click

CRM Solution Lifecycle Management

CRM Solution Lifecycle Management

http://www.microsoft.com/en-us/download/details.aspx?id=39044

Different between managed and unmanaged solutions

Un-managed Solutions
- No restriction on what elements of the solution can be customised.
- Difficult to remove components. Entities, fields, web resources etc. have to be manually removed. - - Even if a newer solution version contains an element that has been deleted it will still exist.
- The solution just acts as a container for the components. If you delete the solution the components still exist in the default solution.
- Not possible to lockdown components to prevent accidental or un-intentional changes. (Only for those with customisation rights)

Managed Solutions

- Can set elements of the solution such as create views, change field properties, add fields etc.
- Solution cannot be exported.
- Any changes including field removal will happen automatically when changes in new version.
- Can be preventing from damaging your solution.
- Risk of data loss if you remove the solution as all customisations will be removed

Maintain and Overwrite Customization during Importing

• Maintain customizations (recommended): Selecting this option will maintain any unmanaged customizations performed on components but also implies that some of the updates included in this solution will not take effect.
• Overwrite Customizations: Selecting this option overwrites any unmanaged customizations previously performed on components included in this solution. All updates included in this solution will take effect.