MSCRM Blogger

The CRM Workflow Manipulation Library is now on CodePlex. The CRM Workflow Manipulation Library for CRM is a set of custom workflows for OnPremise Microsoft Dynamics® CRM to solve equations, manipulates strings, perform regex (regular expression) formatting and matching, as well as SoundEx and Metaphone-Like codification.

Bing Maps are great. You can geocode and correct your addresses. While this isn’t anything complicated, it is a good example of a custom workflow that uses an external webservice.

Unfortunately, CRM does not currently support adding the queue to a case advanced find. However, that doesn’t mean it can’t be done. Follow the steps in this article to modify your fetchXML and your layoutXML to have the queue name show up in the advanced find.

Do you need the value of a lookup? I have written this bit of code to look a lookup value stored on another entity. Like finding the Customer lookup on an Incident (Case). Here is a bit of code that can lookup a lookup on any entity in CRM.

Need to reference an external javascript file to make functions available in change events and in an onload? Here’s how!

Just in case you need to get the id of an element in CRM and you are new to CRM development or IE development, the IE developer toolbar is great tool and huge help. You can check out this video on how to access it and hopefully it is enough of a teaser to convince you to start using it and play with it.

Here is a video tutorial of how to take a case advanced find, edit the query, troubleshoot errors in SQL Management Studio, and update your excel query.

Recently on the Microsoft forums someone asked how to change the values of a picklist based on the yes no value of a boolean field. Just add this script to the OnChange event of the yes/no field.

In response to Peter Bergman’s post on the CRM forums, I traversed Microsoft’s code. I determined that the ApplyTemplate loads a specific page, and on that page, the ok button sets the information on the calling page. I melded the ApplyTemplate and ok methods together to create LoadTemplate provided below. With the right parameters, it will set the default template.

This blog entry contains some helpful information about removing special characters from a string using javascript. I was able to modify it to be just a few of code in an onchange event. Just rename new_name to the attribute your correcting.

if (crmForm.all.new_name.DataValue && crmForm.all.new_name.DataValue.length >0)
{
crmForm.all.new_name.DataValue = crmForm.all.new_name.DataValue.replace(/[^a-zA-Z 0-9]+/g,'');
}