Lets take example of Clone Contact.

First we need to create n:1 relationship on Contact record:

Then we need to configure mappings:

Now let us put this field on the form navigation and lookup on Contact form:

Once you click Add New on Cloned contacts:

You see, all fields are copied which were configured. Fill and save:

Notice that source contact record is traceable through lookup(above the map). Happy cloning and hope it helps!

We faced the issue during import of solution to new organisation containing 100+ processes. Microsoft suggests to assign all workflows to the user who is going to import the solution. Refer: http://support.microsoft.com/kb/2626779/en-gb

We did not want to manually go and assign all this stuff to the new user. Hence, execute following server side code to achieve the same on target organisation:

WhoAmIRequest request = new WhoAmIRequest(); 
WhoAmIResponse response = (WhoAmIResponse)service.Execute(request); 
QueryExpression query = new QueryExpression("workflow"); 
query.Criteria.Conditions.Add(new ConditionExpression("statecode",ConditionOperator.Equal,0)); 
EntityCollection processCollection = service.RetrieveMultiple(query); 
foreach(Entity process in processCollection.Entities) 
{ 
AssignRequest assign = new AssignRequest 
{ 
//systemuser; i.e., User to whome you are assigning the entity to 
Assignee = new EntityReference("systemuser", response.UserId), 
//Current record which you are assigning to the user 
Target = new EntityReference("workflow", process.Id) 
}; 
// Execute the Request 
service.Execute(assign); 
}
 

The solution will start exporting after this without an error. Hope it helps!

Note:- You need to be System Administrator to be running this code.

Recently needed to figure out ways to find sum of various child entity attribute under a parent entity and came across the following way in FetchXml using which can avoid looping through all child entity collection to do various operations such as:

• sum
• avg
• min
• max
• count(*)
• count(attribute name)

Sample FetchXml for sum:

"<fetch distinct='false' mapping='logical' aggregate='true'> 
   <entity name='entity name'> 
      <attribute name='attribute name' aggregate='sum' alias='alias name'/> 
   </entity> 
</fetch>"
 

Result xml will be as follows:

"<resultset morerecords="0"'> 
   <result>
      <alias>aggregate value</alias>
   </result>
</resultset>"

Hope it helps!

Hi All, Microsoft released Update Rollup 3 for Dynamics CRM 2013: http://www.microsoft.com/en-us/download/details.aspx?id=43665

Hope it helps!

Note: This will only work for organisations who have not installed SP1 for Dynamics CRM 2013.