3 JavaScript Libraries and Form Events
[note to myself] Removing a JavaScript library from a form will cause all events that reference that library to be removed as well.
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Category Archives for "CRM 2011"
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Defaulting Advanced Find to always show details
I was teaching a webinar on Thursday and I told the students about a personal options setting that will save you a click every time you open the Advanced Find dialog. By default, the Details of the query are hidden, as you can see here: To actually edit the query, you must click details button […]
Continue reading7 Creating an E-mail-Enabled Entity
One of the new features Microsoft included in Dynamics CRM 2011 is the ability to create entities which are e-mail enabled. When you initially create the entity, you have the option of "sending e-mail", as you can see below: Note: This decision must be made at the time of creation, since you can’t modify this […]
Continue readingIssues Exporting View Data to Microsoft Excel
Occasionally I see issues when I am trying to export data from a Dynamics CRM 2011 view to Microsoft Excel. The error messages may vary, but they may describe not being able to start a process or something. The Cause Most of these issues seem to be related to the startup time of Excel, […]
Continue readingManually hiding the CRM 2011 Ribbon
Some may call me Captain Obvious, but sometimes it is the obvious that passes us by. As is today’s Dynamics CRM 2011 topic: Did you know you can hide the ribbon on the main Application or an Entity Form? Well you can. In the upper-right corner of the window, beside the Organization Name, is a […]
Continue reading4 Manually hiding the CRM 2011 Ribbon
Some may call me Captain Obvious, but sometimes it is the obvious that passes us by. As is today’s Dynamics CRM 2011 topic: Did you know you can hide the ribbon on the main Application or an Entity Form? Well you can. In the upper-right corner of the window, beside the Organization Name, is a […]
Continue reading7 Free Utility Updated: Export Web Resources
This week, while working on a migration from CRM 4.0 to 2011, I discovered a need to back up my web resources so that we could transfer them easily from our prototype environment to the new production environment that will be created tonight. Rather than create a new utility, I just decided to modify my […]
Continue reading1 CRM 2011 SDK Nugget: Images
If you’ve ever explored the CRM SDK folder system, then you have probably noticed it includes various unexpected goodies, which is the topic for today’s article. Look in: sdk\resources\images and you will find 2,540 files representing the various user interface components, such as icons. So, if you’ve ever needed to create an add-on that needs […]
Continue reading1 Recalculate Opportunity and the Page Life Cycle
If you have ever worked with the Dynamics CRM Opportunity, you know that it contains a function to recalculate the opportunity when you have selected System Calculated for the Revenue. Here are the major areas of focus for this discussion: When the user presses the Recalculate button on the Ribbon, all of the associated […]
Continue reading1 REVISED: Retrieve all of the field names in a Tab
Revised 4/16/2012: Added checks for control type to prevent exceptions. I ran into a need to build a list of all of the fields found in all of the sections of a tab, within Dynamics CRM 2011. Here is the JavaScript to do that: function getFieldListFromTab(tabId) { var fieldList = new Array(); var tab […]
Continue reading3 Looking for CRM 4.0 JavaScript samples
I have an update to my JavaScript conversion tool, CRM Migration Assistant, coming out this week and I am looking for CRM 4.0 JavaScript that you feel might have a problem converting to CRM 2011. Just email me the samples to: mitch at crmaccelerators dot net.
Continue reading2 Dynamics CRM Deep Dive: Security eBooks available
I just finished the conversion of my Dynamics CRM Deep Dive: Security book to eBook format. In 2-3 weeks, they should be available in the standard Amazon, Apple, and Barnes and Noble eBook stores but if you want a copy now, visit the SmashWords book page and download it directly.
Continue reading3 Dynamics CRM 2011 Quick-Tip: Double-clicking e-mail addresses
I didn’t actually realize it until this week, but if you double-click on an email address field within Dynamics CRM 2011, it will actually open the default email application ( such as Microsoft Outlook ), and create a new e-mail message. So double-clicking this email address: Results in a standard Outlook e-mail message being opened: […]
Continue reading1 Users with no assigned security roles
If you open Dynamics CRM 2011 as an administrator you may one day find the following notification: As the message states, There are users within the system who do not have any security roles assigned. A user without a security role is the same as no user at all, so CRM wants you to correct […]
Continue reading1 Dynamics CRM Deep Dive: Security book now available in paper format
The paper version of my new book is now available at my Amazon store. Visit the book page for more information.
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