Archive for 'General' Category

Adding the queue name to a saved advanced find for cases (incidents)

By Carlton Colter - Last updated: Thursday, February 18, 2010

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.

Click to continue reading
Click Here To View Post With Syntax Highlighting

IE Developer Toolbar – Getting the ID

By Carlton Colter - Last updated: Tuesday, October 13, 2009

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.

Click to continue reading
Click Here To View Post With Syntax Highlighting

Editing an Advanced Find Query in Excel

By Carlton Colter - Last updated: Monday, October 12, 2009

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.

Click to continue reading
Click Here To View Post With Syntax Highlighting

Toggle Fields in a CRM form using Javascript

By Stephan Bayer - Last updated: Wednesday, August 26, 2009

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.

Click to continue reading
Click Here To View Post With Syntax Highlighting

QuickFind Active Or Resolved (Inactive) Cases

By Carlton Colter - Last updated: Monday, June 15, 2009

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.

Click to continue reading
Click Here To View Post With Syntax Highlighting