Display tooltips for fields in MS CRM – Part 3 (for CRM2011)
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
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.
Outlook 2011 configuration issue
Last week I installed Microsoft Dynamics CRM 2011 for Microsoft Office Outlook and encountered a peculiar issue. The installation went just fine, but when I tried to add an organization within the configuration wizard I received an error message. When I press "Test connection", it worked just fine, but when I press on OK, it [...]
CRM 2011 Implementation Guide and SDK released
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.
Capturing Web Leads with MS Dynamics 2011
Microsoft Dynamics CRM 2011 has a build-in feature to create landing pages and capture web leads. Patrick Picklesimer wrote a detailed post on Customer Effective about this new feature works but I was not able to find it on their website. Fortunately, I found a copy of that post in my RSS feeds. Here’s the [...]
Managing activities in bulk in CRM 2011
Interesting post about managing activities in bulk in CRM 2011 by Girish Rao on CRM Team Blog such as
Bulk Activity Editing
Complete multiple activities at once
See the complete post on CRM Team Blog.
CRM 2011: Dynamic Marketing List explained
Apoorvi Kapoor has a detailed post on CRM Team Blog about how dynamic marketing lists work in CRM 2011. A snapshot of the dynamic list can be saved anytime using the Copy to Static button in the toolbar.
The biggest challenge in CRM 4.0 for a Marketing manager was to keep the marketing list updated with [...]
Form Sub-Grids in MS CRM 2011
One of the new UI capabilities in CRM 2011 is the Sub-Grid. This powerful feature gives users with proper security the ability to view, create, and modify records for a related entity directly within a form.
For more details see the original post on Customer Effective…
Multiple forms in MS CRM 2011
New in Microsoft Dynamics CRM 2011 is the possibility to create multiple forms for the same entity. This makes the following scenario's possible:
Show a different form depending on the user's role
Allow (some) user(s) to choose a form depending on the action he wants to perform ('special purpose' forms) e.g. data entry (quick create) or [...]
Shared Picklists in CRM 2011
Found on CRM Consultancy Blog:
Often when working on CRM Projects we will want to present the user with a drop-down list of options for a field that we would then want to see repeated at different points within the user’s business process – for example we may want a ‘Business Type’ drop down field on [...]