Monday, September 24, 2012

Do not steal... Blogs content!

Great post you should read before stealing content...
http://niiranen.eu/crm/2012/09/getting-back-at-blog-content-thieves/ 

Thanks Jukka!

Don't still create more content!

One more reminder from my older post


Taken form http://xkcd.com/979/

Sunday, September 2, 2012

Dynamics CRM 2011 setDefaultView and View Selector


Dynamics CRM 2011 filter lookup using javascript


I'm not going to write about how to filter look up using JavaScript, it is quite straight forward and can be found in the SDK http://msdn.microsoft.com/en-us/library/gg334266.aspx#BKMK_addCustomView
, Or in many more other blogs.
This post is about setDefaultView and when it is not working.

Apparently when Lookup field parameter "View Selector" is set to off setDefaultView is not working.



There is a trick (Unsupported) to
Set the attribute control "disableViewPicker" to false and back to true after the default view is set.

For example and more details read the form thread.

Thank you yogi 4.0 for asking the right question and finding the answer you've saved me time here.

Monday, August 27, 2012

Dynamics CRM developers 101

Dynamics CRM developers 101

I'm not going to do tutorial or write developer's guide book, But I am going to recommend of what i think is the best way to start learning to develop on Dynamics CRM.

Here is the plan:
  1. Open/Install Dynamics CRM environment, It doesn't matter if it is online or on premise.
  2. Open the Dynamics CRM web site, look around, create, update and delete records.
  3. Do some customization, nothing fancy, just get the filling of the CRM.
  4. Download what I call the "Bible" of Dynamics CRM, The SDK.
    You can get to it through the web:  http://msdn.microsoft.com/en-us/library/aa496081
    Or download it to your computer:  http://www.microsoft.com/en-us/download/details.aspx?id=24004 It is really well written, with lots of examples and walk thoughts
  5. Open it and start reading, get to know the SDK and what is in it, Most of your question's answers lays there.
  6. Get your hands dirty, Download the developer starter kit and start going over the chapters. http://go.microsoft.com/?linkid=9762116
  7. Search the web, If you are reading this blog it means I don't need to tell you about searching the web :).

Well it is not a lot but it is a plan and it works, this is how I've learned to develop on the CRM,
Hope it helps.

Monday, August 6, 2012

Why Visualization is importent

David Mccandless has great talk on TED about Data visualization.
It is important feature in CRM, It should be considered when building Dashboards, Reports and Charts.

http://www.ted.com/talks/david_mccandless_the_beauty_of_data_visualization.html?
goback=%2Egde_868537_member_142410574

Tuesday, July 31, 2012

MSCRM 4.0 Remove new record

Microsoft Dynamics CRM 4.0 Removing new record button from the standard Tool Bar.
It is unsupported!
1) Go to the web site server
2) Open {MSCRM folder}/_root/bar_Top.aspx with any text editor
3) Find first script tag
It should look like this:

<script type="text/javascript">

function DownloadClient()
{
var sUrl = "/_root/ClientInstaller.exe";
var oFrame = window.document.frames.frmDownloadOlk;
if(IsNull(oFrame))
{
oFrame = window.document.createElement("<iframe style='display:none' id='frmDownloadOlk' src='" + prependOrgName("/_root/Blank.aspx") + "'></iframe>");
oFrame = window.document.body.insertBefore(oFrame);

window.setTimeout("window.document.frames.frmDownloadOlk.location = \"" + sUrl + "\"", 10);
}
else
{
oFrame.location = sUrl;
}
}
function DisableAddinDownload() {
if (!IsNull(document.getElementById("btn_download_olk")))
{
document.getElementById("btn_download_olk").style.visibility = "hidden";
}
}

</script>
<!--[if MSCRMClient]>
<script  type="text/javascript">
window.attachEvent( "onload", DisableAddinDownload);
</script>

4) Add RemoveNewRecord to the script
function RemoveNewRecord(){
if (!IsNull(document.getElementById("mnu_new_record")))
{
document.getElementById("mnu_new_record").style.display = "none";
}
}

5) Add window.attachEvent( "onload", RemoveNewRecord); to the script

The script should look like this:
<script type="text/javascript">
function DownloadClient()
{
var sUrl = "/_root/ClientInstaller.exe";
var oFrame = window.document.frames.frmDownloadOlk;
if(IsNull(oFrame))
{
oFrame = window.document.createElement("<iframe style='display:none' id='frmDownloadOlk' src='" + prependOrgName("/_root/Blank.aspx") + "'></iframe>");
oFrame = window.document.body.insertBefore(oFrame);

window.setTimeout("window.document.frames.frmDownloadOlk.location = \"" + sUrl + "\"", 10);
}
else
{
oFrame.location = sUrl;
}
}
function DisableAddinDownload() {
if (!IsNull(document.getElementById("btn_download_olk")))
{
document.getElementById("btn_download_olk").style.visibility = "hidden";
}
}

function RemoveNewRecord(){
if (!IsNull(document.getElementById("mnu_new_record")))
{
document.getElementById("mnu_new_record").style.display = "none";
}
}
</script>
<!--[if MSCRMClient]>
<script  type="text/javascript">
window.attachEvent( "onload", DisableAddinDownload);
window.attachEvent( "onload", RemoveNewRecord);
</script>

Save and open your MSCRM.

The result should look like:

Thanks for
http://blogs.msdn.com/b/rextang/archive/2008/08/28/8900674.aspx