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.
Error: The given key was not present in the dictionary
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 [...]
Maximum of 5000 responses from a FetchXml
Recently I was working with the Periodic Workflow Tool. I tried to run some workflows on an imported record set (about 26.000 records). This all seemed to work fine, but later we discovered that the workflows didn't run on all the records… Soon I discovered that only the first 5000 records in the view were processed, [...]
Nassi-Schneiderman stencil for MS Visio 2007
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
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 [...]
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 [...]
Dynamically make a field required or recommended
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
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
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.