CRM Find Privilege Utility Updated
I’ve corrected some issues I found with the utility that allows you to look up User and Privilege information by ID: You my find it on my Free Utilities page.
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CRM Migration Assistant 1.3.3 Released
We have released a small update to the CRM Migration Assistant which includes the following updates: Added 0 and 1 as supported Submit Options Fixed issues with converting .AddOption to .addOption method. Conversion alerts were added for the following JavaScript properties: .title .vAlign .contentEditable .innerText Any .style property that is not either display or visible […]
Continue readingTraining, Training, Training
Earlier in the month I participated in an MVP Roundtable with the xRMVirtual Users Group where I discussed the importance of training in overall success of your CRM implementation. Let us review some of the key points: Who to Train Well, everyone, actually. Starting with the people who will be using it most. One […]
Continue reading14 CRM 2011 Cross-Browser Support Poll
HI Everyone, If you have not heard, Dynamics CRM 2011 will very shortly support browsers other than Internet Explorer. I am absolutely unsure if this is a big deal for customers or not. So, I thought I’d ask. I’ve created a poll on my site that allows you to select which browsers you will be […]
Continue readingSandboxed Plugin Development: HtmlDecode Tidbit
When working with things like Email, it is sometimes necessary to decode a string of text that has been HTML-encoded. This is the process where special characters are replaced with their numerical equivalents to prevent misinterpretation of the HTML text. You use it like this: string xmlPacket = HttpUtility.HtmlDecode(input); This method is found inside of […]
Continue readingConverting to CRM 2011 JavaScript: Form Elements
One of the most fascinating things I found during the creation of the CRM Migration Assistant is the different methods developers use to access CRM form fields, and other form elements. Normally, people access a form field using the following style of JavaScript: crmForm.all.name This is the normal and perfectly acceptable (and supported) method for […]
Continue readingConverting to CRM 2011 JavaScript: Form Elements
One of the most fascinating things I found during the creation of the CRM Migration Assistant is the different methods developers use to access CRM form fields, and other form elements. Normally, people access a form field using the following style of JavaScript: crmForm.all.name This is the normal and perfectly acceptable (and supported) method for […]
Continue reading1 CRM 4.0: Moving customizations between organizations
One of the things that gets CRM 4.0 developers into trouble is moving customizations between organizations. Here is a tip that will prevent a lot of grief trying to troubleshoot some of the more confusing errors: Always, Always, Always export all of your customizations from the source environment. You can always import only the items […]
Continue readingCRM SDK Deep Dive: Error Codes
As I was reviewing notes from the recently released CRM SDK 5.0.9, I noticed a section on Error Codes. "This looks interesting," I thought. After you have installed the CRM SDK, navigate to the following folder: sdk\samplecode\cs\helpercode In that folder you will find, among other things, three files related to error codes, each in a […]
Continue reading1 CRM SDK Deep Dive: Plugin Messages Support
If you are developing a plugin, sooner or later you will need to do something in a plugin that requires "listening" to more than just Create, Read, Update, and Delete messages. What is a Message? If you are new to Dynamics CRM development, a Message word that is used to instruct CRM to do something. […]
Continue reading1 Changing the Lead Qualification Status Values
The Lead Entity within Microsoft Dynamics CRM 2011 is used to track your relationship with prospective customers. At some point in the relationship, they change from being simply a Lead into either a customer or someone who is no longer a prospect. The Lead Qualification Process Here is how leads are generally worked by a […]
Continue reading2 Getting Started with CRM Mobile Express
In case you didn’t know, Dynamics CRM 2011 has a basic mobile web site built into the product. You access the mobile site by adding /m to your CRM URL, like this: http://crm2011/contoso/m Which will produce a web page that looks like this: Here is what a view looks like: and finally, record detail: Now […]
Continue readingMicrosoft Security Bulletin MS11-100 and Dynamics CRM
Vulnerabilities in .NET Framework Could Allow Elevation of Privilege (2638420) Microsoft has release a fix for a security vulnerability identified at a security conference yesterday. Since Microsoft Dynamics CRM is an ASP.NET application, any servers running CRM could be affected. Here is a summary of the issue from the above site. Please review Microsoft’s recommendations […]
Continue readingMulti-Column Sorting Views in Dynamics CRM 2011
Views within Microsoft Dynamics CRM 2011, by default, support up to two pre-defined sortable columns, which are selected when the view is defined. However, it is possible to manually sort any View on multiple columns using a combination of your mouse and keyboard. Let’s walk through the process: Here is a view of some Contact […]
Continue readingRibbons and Entities
When customizing the ribbon of an Entity, it is important to note that the ribbon is part of the Entity itself, not the Application Ribbon. This means that if you are creating a solution, you only have to include the Entity component, not the Application Ribbon component.
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