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.
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, after [...]
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 done [...]
How to set an attribute’s IsDirty back to false and avoid "Your changes have not been saved" dialog?
Sometimes you need to set a default value on an attribute. When you close the form without making any changes the user will get the “Your changes have not been saved” dialog (In dutch: “Weet u zeker dat u deze pagina wilt sluiten…”).
There is a way to avoid this. Place the following code in the [...]
How to find the CRM 4.0. Build numbers and rollup
There is an easy way to check which CRM 4.0 build number and rollups are installed on both the MS CRM server as well as your Outlook Client.
Step-by-Step
Open up MS Outlook.
Go to Help, About.
Check the last 4 digits to see determine the rollup number
Go to http://vidmar.net/weblog/archive/2009/08/11/ms-crm4-build-numbers.aspx to see the complete list of build numbers. The [...]
MS CRM On-line Communities
If you are new to Microsoft CRM, you may not be aware that there are several very active on-line communities where you can get answers from CRM experts around the world. Here are several that Microsoft hosts:
Newsgroups
CRM General Questions
CRM Deployment
CRM Developer
Forums
CRM
CRM Deployment
CRM Development
All of these are very active, and [...]
Working With All MS CRM DataTypes In Javascript
Recently I came across this interesting article by MS CRM Developer Stuff on working with all MS CRM DataTypes in Javascript. This article explains all the different field types including which properties and methods are accessible in Javascript. Here’s a copy of that post.
DataTypes
Boolean
Float
PartyList
Customer
Integer
Picklist
DateTime
Lookup
Regarding
Duration
Memo
String
E-mail Body
Owner
Note: Read the entire article or click the hyperlinks above to [...]
My Favorite CRM Tools
Over the years I ran into several very useful tools that can make the life of a Dynamics CRM Consultant easier. I am surprised that not everybody knows about these tools, so here’s my collection. I will try to keep this post updated, because new tools emerge every day. During writing I found out that [...]
Unable to publish a report in Dynamics CRM
Recently I created a report in Visual Studio but was unable to upload it in MS CRM. Below is a copy of a post by Joel Lindstrom on Customer Effective describing some useful tips on how to identify the possible cause:
Sometimes when writing SSRS reports for CRM, you will find that the report works fine [...]