The .title property in JavaScript is used by Dynamics CRM 4.0 to display a tool tip when you hover a mouse over the field. Here is an example: crmForm.all.new_name_c.title = "Please validate their legal name."; Unfortunately, there is no equivalent within Dynamics CRM 2011 so an alternative will need to be investigated. […]
Continue readingThere are certain cases where it is necessary to customize the CRM user interface to perform a specific action or to inform the user of a specific condition or alert, or whatever. This was mainly accomplished by changing the .style property of a field. Such actions were totally unsupported in CRM 4.0 and remain so […]
Continue readingThe use of the JavaScript method eval is considered to be bad coding practice by most of the JavaScript Technorati. That doesn’t stop people from using it, and it makes automatic conversion verify difficult. Consider this code: this.FieldName1 = "name"; eval(‘this.Field1 = crmForm.all.’ + this.FieldName1); While I will not debate the merits of […]
Continue readingOne of the things that I really love about the integration between GoTo Webinar and Click Dimensions is the ability to automatically download registrant and attendee data directly into Dynamics CRM. I am going to spend a few blog articles discussing how I utilize this new integration. Building a Marketing List I am not […]
Continue readingConsider this code segment: var oField = executionObj.getEventSource(); if (oField.id == “new_field1” || oField.id == “new_field2”) { // do something } This uses the JavaScript .id property to retrieve the field name. Since this type of code can represent both form controls as well as data items (from SOAP or REST calls), it would be […]
Continue readingIf you have any of the marketing solutions that integrate with Dynamics CRM, like Click Dimensions, Silverpop, or PowerMailChimp,(to name a few) then sooner or later, someone that you are emailing may choose to “unsubscribe” from your communications. Is that a good thing or a bad thing? Well, I think that is totally dependent […]
Continue readingIt turns out that the Searchable proper on the Contact field Do not allow bulk emails defaults to No, as you can see below: This is a problem when you want to perform a search for Contacts who have this field set to Yes. To change this setting, perform these steps: 1. Select Settings, Customization, […]
Continue readingBesides the JavaScript conversion itself, Transformer! produces a Conversion Report that contains a wealth of information to help you migrate your JavaScript from the Dynamics CRM 4.0 object model to the Dynamics CRM 2011/2013 object model. Transformer! will perform a bulk of the JavaScript conversion without issue, but there are some things that just cannot […]
Continue readingHere is a small method to help you determine if a User is a member of a specified Team: [wpgist id=”e0e8388971a81b023684″]
Continue readingI have decided to drop the prices on the top two tiers of the SnapShot! pricing model. Here is the new pricing structure:
Continue readingI was updating my web site last weekend and realized that I am coming up on the two year anniversary of the release of SnapShot! for Dynamics CRM so I thought I would add a little more background around how SnapShot! came to be. In the Beginning SnapShot! was actually created as an spin-off from […]
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