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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. ( http://www.microsoft.com/downloads/en/details.aspx?FamilyID=c3f82c6f-c123-4e80-b9b2-ee422a16b91d ). Read...

What's New in CRM 2011

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...

Recent Pages in CRM 2011 beta, much awaited

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.

Using MS CRM Calendar in your custom ASP .NET pages *** Not fully Supported Customisations ***

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 ...

Change Section name at runtime using Javascript

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";