Yet Another MS Dynamics CRM blog

From Microsoft Online Resource Center Improved Microsoft Office interface Microsoft Dynamics CRM 2011 introduces a new Office 2010 contextual ribbon for the Microsoft Dynamics CRM Online and Microsoft Dynamics CRM browser clients and for Microsoft Dynamics CRM Online for Microsoft Office Outlook. The new ribbon delivers a consistent, familiar navigation and user experience that helps you better integrate Microsoft Dynamics CRM Online with your Office 2010 environment. Advanced user personalization Microsoft Dynamics CRM 2011 lets you configure a workspace that is personalized to meet your unique role and information needs. Personalizing a workspace means that you can set the default pane and tab that display when you open Microsoft Dynamics CRM Online. You also have control over what links appear in the workplace view, how many records appear in lists, how numbers and dates display, and the language for your user interface. Combine this personalization with the new dashboard featu

What's been inherent in other conventional CRM software products and missing in feature rich new age MS CRM was an area where you can see what pages/records/links you accessed last, which is now available in CRM 2011 beta.

Hi, Have you been creating custom pages in line with MS CRM for creating , viewing and updating entity records ? Have you placed controls such as Date picker Lookup on your custom page and have tried in vein to make those look like MS CRM ? I found a way to use the same MS CRM calendar control as it appears in the application... For getting this calendar on your asp .net page, follow the steps below: 1) Create a copy of the date.js javascript file located in your-server/crmsite-folder/_static/_controls/datetime folder, give the copy some name like date_myapp.js. 2) Open the following .js files from different sub folders in side the  your-server/crmsite-folder/_static      folder :       Global.js       encodedecode.js       xmlutil.js       util.js       remotecommand.js              Copy and whole content of each file one by one and keep pasting the same to the end of your date_myapp.js file. 3) Now open any CRM entity record page, for example a new Account crea

How many times you wanted to show/hide fields based on some load/save/change event in CRM and you did that with ease. Now I wonder you would have thought of changing the name of a Section as well that appears with a separator bar on top of each block of fields. In order to do that, here is a sample code :      crmForm.all. .parentElement. parentElement.parentElement. children[0].childNodes[0]. innerText="Your text";

 Hi, Everyone of us who have used MS CRM would have noticed that you can't create more than 8 tabs on a form. There is a way to overcome this and add more tabs or limit that to less tabs. As suggested in Microsoft CRM Resource center tips , this is how you do it : In: C:\Program Files\Microsoft CRM Server\CRMWeb\Tools\FormEditor find your formeditor.aspx and select edit. Find the JavaScript variable _iMaxTabs and notice that it is set to 8. Change the value to your desired limitation, save and close, reset IIS and you should then be able to create the additional tabs needed from within the forms customization area. Remember you are editing MS CRM code page hence it is NOT a supported customization.

Those who have been using Windows Media Player would have experienced one thing over time, when you click on the little up-down arrow heads on the right, you could see a thumbnail live view of the current movie you were playing. This had been since Window XP and now Microsoft have copy-pasted this code to show live preview of each taskbar window like a folder, browser session, office documents and every possible item you can open and appear in task bar.  Those of you who haven't seen Windows 7, this is how taskbar preview looks like :

Hi, Recently I was looking for any Vista sidebar gadgets that would show MS CRM elements or list of data like Accounts, Contacts or Activites. I found an MSDN article ( Monitoring Microsoft Dynamics CRM 4.0 Queues with a Windows Sidebar Gadget ) on the same that explains creating a MS CRM Gadget for Vista sidebar and also a couple of gadgets on Vista gadget library and tried CRM Watchman , which is really good. http://gallery.live.com/liveItemDetail.aspx?li=fc9cedb3-6339-4333-8a96-e5624bcafd74&bt=1&pl=1 Download the gadget by following the above link Enter CRM Server name or IP address and your credentials.  You will see a list of all Activites in CRM, clicking on them takes you to the activity view in browser.

Hi, Imagine you are working on a project where the client's business has hundreds of products such as a Telecommunication company. When you ask for a list of products they deal with, they give you lengthy brocures with rates, tariffs etc. How would you go about transforming those flashy brochures into MS CRM Products with different categories, product lines, price bundles etc. Here I describe a step by step technique to import your whole Product Catalog that includes Units, Unit Groups, Products and Pricelists. > Gather a list of all possible categories, types, map those into one or more MS CRM fields on Product entity : example  Product Type, Subject etc. * Subject can be really useful in terms of grouping products for Knowledge base articles and Cases are you would generate Cases for select Product; and Sales Literature categoriazation. > List down those categories in a CSV file, import Sujbects, refer to one of my previous posts on this. > List all the Unit

The default MSCRM doesn't provide service scheduling by default, it needs to be set up and there are a number of steps involved as described below: 1) Create a Service, i.e. define a Service or a Job to be done Go to MS CRM > Settings tab > Business Management > Services ( 3rd from top in the right side)          Click New to Create a new service, you can see existing services in the list below     Give name to the Service, choose how the time will appear in Calendar against that Service when scheduled,  Default duration is usual time take to perform the service which is editable at the time of booking the Service Start activities every ... lets you define time slots for the entire day for the Service , for example : for a service with default duration of 30 mins and start activities every hour starting from 9 AM will have time slots  such as : 9-9:30  , 10-10:10 like wise, hence it wont be possible to choose a 9:30-10 slot which may be the norm as per organization st

Hi, I was copying the result of a query on a large table in SQL database and on pasting those in Excel 2010 Beta, this is the message I found : This message can appear due to one of the following: The file contains more than 1,048,576 rows or 16,384 columns. To fix this problem, open the source file in a text editor such as Microsoft Word. Save the source file as several smaller files that conform to this row and column limit, and then open the smaller files in Microsoft Excel. If the source data cannot be opened in a text editor, try importing the data into Microsoft Access, and then exporting subsets of the data from Access to Excel. The area that you are trying to paste the tab-delineated data into is too small. To fix this problem, select an area in the worksheet large enough to accommodate every delimited item. • Excel cannot exceed the limit of 1,048,576 rows and 16,384 columns. • By default, Excel places three worksheets in a workbook file. Each worksheet can contain 1,048,576 r