Archive for October 2009
MS Dynamics CRM 4.0 - Restricted Bulk Edit of Attributes
Hi,
I was trying to bulk edit a number of attributes today on the contact form but for some reason, MS Dynamics CRM 4.0 would not let me. After some research I discovered that you cannot perform bulk edits of a field that has an active OnChange event.
To get around this, simply disable the event (un-tick the box), save and publish, make your changes and the re-enable the event
Handy!
MS Dynamics 4.0 - Show/Hide Field Dependant On Picklist Value
Hi,
In the below example, i had a list of 5 values stored in a field as a picklist. When values 1 and 2 were chosen i wanted to hide the field, and display it when values 3,4 and 5 are selected. If you only have a single value to hide the field, then simple remove the "if else" part of the code below...
if(crmForm.all.cit_phonestatus.DataValue == 1)
{
crmForm.all.cit_dateret.disabled = true; // to disable
// to hide
crmForm.all.cit_dateret.style.display = "none";
crmForm.all.cit_dateret_c.style.display = "none"; // for label
}
else if(crmForm.all.cit_phonestatus.DataValue == 2)
{
crmForm.all.cit_dateret.disabled = true; // to disable
// to hide
crmForm.all.cit_dateret.style.display = "none";
crmForm.all.cit_dateret_c.style.display = "none"; // for label
}
else {
crmForm.all.cit_dateret.disabled = false;
crmForm.all.cit_dateret.style.display = "";
crmForm.all.cit_dateret_c.style.display = "";
}
Add Images to Microsoft Dynamics CRM 4.0 with PixRM
Hi,
A colleague (Rob Peledie - www.crmconsult.info) here at Chorus IT has developed an absolutely fantastic plug-in for Microsoft Dynamics CRM that allows you to attached images directly to any entity (custom or native) within CRM.
Currently within MS CRM, all you can do is attach an image to record within a notes field. This plug-in gives you the power to use images effectively for a variety of purposes including reporting.
For more information, go to www.pixrm.com where you can download a 30 day trial of this brilliant plug-in!
A colleague (Rob Peledie - www.crmconsult.info) here at Chorus IT has developed an absolutely fantastic plug-in for Microsoft Dynamics CRM that allows you to attached images directly to any entity (custom or native) within CRM.
Currently within MS CRM, all you can do is attach an image to record within a notes field. This plug-in gives you the power to use images effectively for a variety of purposes including reporting.
For more information, go to www.pixrm.com where you can download a 30 day trial of this brilliant plug-in!
Automate a Save Event in JavaScript - Dynamics CRM 4.0
I was having a problem with some JavaScript in MS Dynamics CRM 4.0. I had added the function to a form to hide or show a tab that contained a number of options to hide and show navigation options on the left-hand menu. The problem was that when I loaded the form with the tab hidden, any JavaScript on the hidden tab would not work as it had not been loaded with the rest of the form.
To get around this, I needed to save the form, after I had shown it. I found a very very simple piece of JavaScript to automate this and inserted it at the end of my function as shown:
//Hide Or Show Display Options Tab
if (crmForm.all.cit_showhidenavoptions.DataValue == false)
{
//hide the second tab
crmForm.all.tab6Tab.style.display = "none";
crmForm.Save();
}
else {
//show the second tab
crmForm.all.tab6Tab.style.display = "";
crmForm.Save();
}
Simplest ones are definately the best
Hope this helps
xRM Consultant
CRM 4.0 - Dynamically Customising Left Navigation Menu Option
We had a requirement to customise the left-hand menu navigation options on an account record.This cannot be done natively within Dynamics CRM, however there are a number of different options that will allow you to do this, including JavaScript entered into the OnLoad event of the record.
To make life even more difficult, we wanted to give users the ability to hide and show these navigation options themselves. Sounds tricky, but actually its not as difficult as it sounds. We found a nice, clean way of doing this as follows (Download Full Document):
First, navigate in CRM to Customisation\Customize Entities\Account\Forms and Views\Form. Open the form record and create a new Tab called Navigation Options. O n this tab create a section called “Standard Entities”:
What Is xRM?
Any ideas? The answer is actually very simple. We all know that CxM is Customer Relationship Management.
xRM, really embodies all the business processes and practices that go beyond typical Customer Relationship Management. xRM focuses on ALL processes and relationships that are managed as part of the business funtion.
One of the best explanations of xRM I have come across is in this video:
Thanks to CRM Consult.info for the above
Joel
Joining Chorus IT - Bristol
Hi,
Well, after a long 4 weeks i have finally joined Chorus IT!
I had been introduced to MS CRM (Microsoft Dynamics CRM) by my previous employer, Element78. With no defined sales process initially, they used Dynamics to guide their process and empower the sales and support team to work more effectively.
Now, whilst having a clear idea of where you want to be with processes is always by far superior, it was interesting to see how the functionality of MS CRM empowered the sales and particularly the support process.
Chorus IT, have really been leading the field in delivering MS CRM to companies in the south west and customising it to suit their specific business needs, so it was a pleasure join them!
As a relative novice when it comes to developing customizations for MS CRM, I will be posting interesting news from MS, How-To guides for certain customisations amongst other interesting bits. If you have any insights, please feel free to get in touch
Cheers
Joel Abbott
xRMConsultant.com
