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Showing posts from 2011

Microsoft Dynamics CRM 2011 – Role Based Forms

Microsoft Dynamics CRM 2011 – Role Based Forms (Courtesy : Another exciting new feature in CRM 2011, is the ability to have different forms for different security roles. For Example: You may want the Account form show different fields, for different security roles to maximize the important information that is displayed for each role. Each Entity has two forms created by default: A “Main” Form and a “Mobile” Form. (Mobile Express) By Default, the “Main” form is set so that all security rolls use this form whenever they access the Entity. However, with a few minor changes, additional Forms can be created to Rearrange/Add or Remove Information to maximize productivity for different users in CRM. Let’s take a look at the Account Form.... Read More

CRM 2011 Useful JavaScript tidbits Get the value from a CRM field var varMyValue = Xrm.Page.getAttribute(“CRMFieldSchemaName”).getValue() ; Set the value of a CRM field Xrm.Page.getAttribute(“po_CRMFieldSchemaName”).setValue(‘My New Value’); Hide/Show a tab/section Xrm.Page.ui.tabs.get(5).SetVisible(false); Xrm.Page.ui.tabs.get(5).SetVisible(true); Call the onchange event of a field Xrm.Page.getAttribute(“CRMFieldSchemaName”).fireOnChange(); Get the selected value of picklist Xrm.Page.getAttribute(“CRMFieldSchemaName”).getSelectedOption().text; Set the requirement level Xrm.Page.getAttribute(“CRMFieldSchemaName”).setRequiredLevel(“none”); Xrm.Page.getAttribute(“CRMFieldSchemaName”).setRequiredLevel(“required”); Xrm.Page.getAttribute(“CRMFieldSchemaName”).setRequiredLevel(“recommended”); Set the focus to a field Xrm.Page.getControl(“CRMFieldSchemaName”).setFocus(true); Stop an on save event event.returnValue = false; Return array


Microsoft have launched virtual image of CRM 2011 server, it is available for partners from the link below. Please be aware that it will NOT run on Virtual PC 2007 or any of its variants.{060C9677-229D-49E1-9F00-95E56D9F1657}&NRORIGINALURL=/partnersource/deployment/methodology/vpc/MSD_CRM2011VirtualMachine&NRCACHEHINT=Guest&w&wa=wsignin1.0 This VHD is made to run on hyper-v server 2008 R2 only so make sure you can setup this version of Hyper-V which requires x64 hardware as one of its requirements amongst others.

Display Order of Left Nav links in entity forms

Hi, Ever wanted to change the order in which entity's related links appear in left nav. For example, in this screen below, Account's related entities (1 to Many / Many to Many) are shown in the order : Information More Addresses Activities .... Workflows Customer Engagements eService Audit ... It is important to note that you can only change the display order of 1 to many relationships created by users , i.e Custom and not System relationships like Activities, Contacts, Quotes etc. To change the display order of custom relationships links in our case is Customer Engagements on top of eService Audit to the other way round. In order to do this, open the relationship in customizations, change the default Display order value 10000 to a higher value of 10100 or 11000 so that this relation will now look below the other and hence you will be able to change the order. Save the relationship and publish the entity. Reopen the record and now you will see the display

Microsoft Dynamics CRM 2011 Launched for On premise and Partner hosted

[ Source : Microsoft ] REDMOND, Wash. — Feb. 16, 2011 — Microsoft Corp. (Nasdaq “MSFT”) today announced that Microsoft Dynamics CRM 2011 for on-premises and partner-hosted deployments has been completed and released for customer download. This release complements the latest version of Microsoft Dynamics CRM Online, which delivers Microsoft Dynamics CRM 2011 as an on-demand service from Microsoft’s datacenters and was launched into 40 markets and 41 languages in January. With a single multitenant code base across cloud and on-premises deployment models, Microsoft Dynamics CRM 2011 delivers the Power of Productivity to sales, service and marketing organizations worldwide. Microsoft Dynamics CRM 2011 is now globally available and existing customers with active Microsoft Software Assurance agreements can access the new version immediately via the Microsoft Download Center. ( ). Read