Display tooltips for fields in MS CRM – Part 3 (for CRM2011)

September 9, 2011 by · 5 Comments
Filed under: CRM 2011, Tips and Tricks 

Last year I blogged twice about how to dynamically create tooltips in MS CRM. Today I want to share with you a post on how to do this in CRM2011 using jQuery and an XML webresource in which you can specify tooltips per entity and fields. The function below reads the xml file and displays a […]

Conditionally enable/disable buttons in CRM2011 ribbon

September 8, 2011 by · 2 Comments
Filed under: CRM 2011, Tips and Tricks, Uncategorized 

Found this interesting post by (Vikranth Pandiri) about how to conditionally enable/disable buttons in a CRM2011 ribbon based on a value of a field on your form. Instead of using JavaScript you can set these rules directly in the ISV.Config. See the complete post on howto-mscrm.blogspot.

Error: The given key was not present in the dictionary

September 2, 2011 by · 2 Comments
Filed under: Issues 

Today I had the following error "The given key was not present in the dictionary" in MS CRM when opening an associated view.   Searching for a solution I came accross many blogs indicating that plugins might be the cause. As it turned out I had deleted a picklist option from the entity without reassigning […]

Nassi-Schneiderman stencil for MS Visio 2007

June 20, 2011 by · 1 Comment
Filed under: Design 

Contrary to what I usually write about, I’m posting an article today about MS Office Visio shapes. In particular Nassi-Schneiderman which is very helpful in designing software/business processes that contain multiple decision steps, case-statements, loops etc.. Source: www.edrawsoft.com   Unfortunately, this template is no longer available by default in MS Office Visio 2003/2007 but after […]

Error loading external JavaScript file on Win2k8, IIS7.0

May 16, 2011 by · Leave a Comment
Filed under: CRM 4.0, Issues 

I’m using the following code in the entity’s OnLoad event to load an external JavaScript file in MS CRM. We recently migrated our CRM Server to Windows 2008, with IIS 7.0. This worked fine on Windows 2003 and IIS 6.0, but on Windows 2008 and IIS 7.0, we get the following error: Apparently the error […]

Dynamically make a field required or recommended

April 11, 2011 by · 1 Comment
Filed under: Script Library, Uncategorized 

This function can be used to dynamically make a field required or recommended in JavaScript. Copy the function below in the onload and call it using one the examples in the comments section.

Update MS CRM data via Excel using the Import Wizard

March 15, 2011 by · Leave a Comment
Filed under: Tips and Tricks 

Did you know that you can use the standard Import Wizard in MS CRM to update records in the database? You can update CRM data by exporting records to Excel, making your desired modifications in Excel, and then re-importing them back into CRM and update the records instead of creating new ones. This can be […]

CRM 2011 Implementation Guide and SDK released

March 1, 2011 by · Leave a Comment
Filed under: CRM 2011, Installation 

The CRM 2011 Implementation Guide was released a few weeks ago, and it looks like the CRM 2011 SDK has also been released. And the CRM 2011 Developer Training Kit has also been released recently.

Change the form title in MS CRM via JavaScript

February 15, 2011 by · Leave a Comment
Filed under: CRM 4.0, Script Library 

In MS CRM the document title and form title defaults to the primary name attribute of an entity. Sometimes you want to display a different name e.g. to display both the account name and account number. The originale idea came from: http://mscrm4ever.blogspot.com/2008/10/finding-crmform-elements-by-css-class.html I made this function a bit more generic and changed it so you […]

Dynamically filter a picklist in MS CRM – Part 2

February 14, 2011 by · 2 Comments
Filed under: CRM 4.0, Script Library 

Last year I wrote an article explaining how to filter a picklist based on another picklist in MS CRM. In this article I’ll explain how to filter a picklist based on an array of values. The original idea for this approach came from Greg Owens on: The CRM Grid – A Microsoft CRM Blog. I […]

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