Ramblings about MS Dynamics CRM 2011 and coding basics.

Wednesday, January 23, 2008

Using User's Business Unit

This is something that I have done before, and it utilized Michael Höhne's code again. I made a modification to the User/Datetime Stamp that I previously posted.

In this code, I use the XML call to get the current user's business unit, and use this information to set a picklist. This "defaults" the picklist for the user, based on what his/her business unit normally picks.

Practical uses: This was requested by a client, to ensure that Opportunities were typed according to their business unit, so that the pipeline would be trackable by what business unit the user was in at the time.


(Sorry for the screenshot: Again, I don't know the best way to post XML without it rendering directly in the webpage.)

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