Archive for 'General' Category
Adding the queue name to a saved advanced find for cases (incidents)
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.
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IE Developer Toolbar – Getting the ID
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.
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Editing an Advanced Find Query in Excel
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.
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Toggle Fields in a CRM form using Javascript
This script can be used to create a form in CRM that has fields appear based on a a radio (bit) yes/no. If yes, answer an additional question, if no, keep the other field hidden.
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QuickFind Active Or Resolved (Inactive) Cases
By default, CRM’s quick find, the find you use on any of the standard search pages, does not let you find inactive items. Here is way to modify the system views for an entity, like the QuickFind for Cases. I modified the criteria to allow text searches to search both active and inactive cases.
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