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	<title>MSCRM Blogger &#187; General</title>
	<atom:link href="http://mscrmblogger.com/category/general/feed/" rel="self" type="application/rss+xml" />
	<link>http://mscrmblogger.com</link>
	<description>Achieving it all with Microsoft Dynamics CRM™</description>
	<lastBuildDate>Fri, 09 Jul 2010 14:57:43 +0000</lastBuildDate>
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			<item>
		<title>Adding the queue name to a saved advanced find for cases (incidents)</title>
		<link>http://mscrmblogger.com/2010/02/18/adding-the-queue-name-to-a-saved-advanced-find-for-cases-incidents/</link>
		<comments>http://mscrmblogger.com/2010/02/18/adding-the-queue-name-to-a-saved-advanced-find-for-cases-incidents/#comments</comments>
		<pubDate>Thu, 18 Feb 2010 18:56:43 +0000</pubDate>
		<dc:creator>Carlton Colter</dc:creator>
				<category><![CDATA[General]]></category>
		<category><![CDATA[Scoperta]]></category>
		<category><![CDATA[advanced find]]></category>
		<category><![CDATA[cases]]></category>
		<category><![CDATA[crm4]]></category>
		<category><![CDATA[find]]></category>
		<category><![CDATA[incidents]]></category>
		<category><![CDATA[Microsoft]]></category>
		<category><![CDATA[microsoft dynamics CRM 4]]></category>
		<category><![CDATA[sql]]></category>

		<guid isPermaLink="false">http://mscrmblogger.com/?p=212</guid>
		<description><![CDATA[<p>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.</p>]]></description>
			<content:encoded><![CDATA[<p>Unfortunately, CRM does not currently support adding the queue to a case advanced find.  However, that doesn&#8217;t mean it can&#8217;t be done.</p>
<p>Please note, that this is not a supported modification or change.</p>
<p>Follow the steps below to modify your fetchXML and your layoutXML to have the queue name show up in the advanced find. You can even update the name in the UserQueryBase to rename your advanced find to something better.</p>
<ol>
<li>Create your advanced find, setup your filters etc.</li>
<li>Save your advanced find (name it something unique)</li>
<li>Get the guid of your advanced find (using open pop-ups in a new tab or using a select statement to look it up in the db.
<pre name="code" class="sql">
SELECT UserQueryID FROM UserQueryBase WHERE Name='Cases (w/Queue Name) - IT Example'
</pre>
</li>
<li>Then using the id, execute the following code to add the queue name:
<pre name="code" class="sql">
UPDATE UserQueryBase SET
FetchXml = REPLACE(FetchXml,'&lt;/entity&gt;',
'&lt;link-entity name=&quot;queueitem&quot; from=&quot;objectid&quot; to=&quot;incidentid&quot; visible=&quot;false&quot; link-type=&quot;outer&quot; alias=&quot;qi&quot;&gt;
&lt;link-entity name=&quot;queue&quot; from=&quot;queueid&quot; to=&quot;queueid&quot; visible=&quot;false&quot; link-type=&quot;outer&quot; alias=&quot;Q&quot;&gt;
&lt;attribute name=&quot;name&quot;/&gt;&lt;/link-entity&gt;&lt;/link-entity&gt;&lt;/entity&gt;')
,LayoutXML = REPLACE(LayoutXml,'&lt;/row&gt;',
'&lt;cell name=&quot;Q.name&quot; width=&quot;200&quot; disableSorting=&quot;0&quot;/&gt;&lt;/row&gt;')
-- Make sure to change the UserQueryID
WHERE UserQueryID='71F94C46-F217-DF11-A241-0050569B4FF3'
</pre>
</li>
<li>If you have your advanced find window open, close and reopen it before trying to run it and see the &quot;Q.name&quot; column.</li>
</ol>
<p>If you have any problems or questions, let me know.  Again this is setup to work on advanced find for cases, I&#8217;m sure it could be modified for other queue-able entities.</p>
]]></content:encoded>
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		</item>
		<item>
		<title>IE Developer Toolbar &#8211; Getting the ID</title>
		<link>http://mscrmblogger.com/2009/10/13/ie-developer-toolbar-getting-the-id/</link>
		<comments>http://mscrmblogger.com/2009/10/13/ie-developer-toolbar-getting-the-id/#comments</comments>
		<pubDate>Tue, 13 Oct 2009 20:11:31 +0000</pubDate>
		<dc:creator>Carlton Colter</dc:creator>
				<category><![CDATA[General]]></category>
		<category><![CDATA[developer toolbar]]></category>
		<category><![CDATA[ie7]]></category>
		<category><![CDATA[ie8]]></category>

		<guid isPermaLink="false">http://mscrmblogger.com/?p=182</guid>
		<description><![CDATA[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.]]></description>
			<content:encoded><![CDATA[<p>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.</p>
<p><object width="800" height="600"><param name="movie" value="http://www.youtube.com/v/T14tMtX9XpM&#038;hl=en&#038;fs=1&#038;ap=%2526fmt%3D22"></param><param name="allowFullScreen" value="true"></param><param name="allowscriptaccess" value="always"></param><embed src="http://www.youtube.com/v/T14tMtX9XpM&#038;hl=en&#038;fs=1&#038;ap=%2526fmt%3D22" type="application/x-shockwave-flash" allowscriptaccess="always" allowfullscreen="true" width="425" height="344"></embed></object></p>
]]></content:encoded>
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		<slash:comments>0</slash:comments>
		</item>
		<item>
		<title>Editing an Advanced Find Query in Excel</title>
		<link>http://mscrmblogger.com/2009/10/12/editing-an-advanced-find-query-in-excel/</link>
		<comments>http://mscrmblogger.com/2009/10/12/editing-an-advanced-find-query-in-excel/#comments</comments>
		<pubDate>Mon, 12 Oct 2009 11:28:44 +0000</pubDate>
		<dc:creator>Carlton Colter</dc:creator>
				<category><![CDATA[Addons]]></category>
		<category><![CDATA[General]]></category>
		<category><![CDATA[Integration]]></category>
		<category><![CDATA[advanced find]]></category>
		<category><![CDATA[crm]]></category>
		<category><![CDATA[crm 4]]></category>
		<category><![CDATA[crm4]]></category>
		<category><![CDATA[excel]]></category>
		<category><![CDATA[Microsoft]]></category>
		<category><![CDATA[microsoft dynamics CRM 4]]></category>

		<guid isPermaLink="false">http://mscrmblogger.com/?p=161</guid>
		<description><![CDATA[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.]]></description>
			<content:encoded><![CDATA[<p>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.</p>
<p><object width="425" height="344"><param name="movie" value="http://www.youtube.com/v/tr1FXu-tVHM&#038;hl=en&#038;fs=1&#038;ap=%2526fmt%3D22"></param><param name="allowFullScreen" value="true"></param><param name="allowscriptaccess" value="always"></param><embed src="http://www.youtube.com/v/tr1FXu-tVHM&#038;hl=en&#038;fs=1&#038;ap=%2526fmt%3D22" type="application/x-shockwave-flash" allowscriptaccess="always" allowfullscreen="true" width="425" height="344"></embed></object></p>
<p>The steps are:</p>
<ol>
<li>Run an advanced find in CRM</li>
<li>Export it to Excel as a Dynamic Worksheet</li>
<li>Open it, save it as an excel file.</li>
<li>In Excel 2007, Click on Data in the ribbon, then Connections.</li>
<li>Click Properties</li>
<li>Click on Definition tab, edit the query</li>
<li>Click ok, then click close</li>
</ol>
]]></content:encoded>
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		<slash:comments>5</slash:comments>
		</item>
		<item>
		<title>Toggle Fields in a CRM form using Javascript</title>
		<link>http://mscrmblogger.com/2009/08/26/toggle-fields-in-a-crm-form-using-javascript/</link>
		<comments>http://mscrmblogger.com/2009/08/26/toggle-fields-in-a-crm-form-using-javascript/#comments</comments>
		<pubDate>Wed, 26 Aug 2009 20:39:48 +0000</pubDate>
		<dc:creator>Stephan Bayer</dc:creator>
				<category><![CDATA[General]]></category>
		<category><![CDATA[crm 4]]></category>
		<category><![CDATA[javascript]]></category>
		<category><![CDATA[microsoft dynamics CRM 4]]></category>
		<category><![CDATA[onload event]]></category>
		<category><![CDATA[radio button]]></category>
		<category><![CDATA[toggle field]]></category>

		<guid isPermaLink="false">http://mscrmblogger.com/?p=76</guid>
		<description><![CDATA[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.]]></description>
			<content:encoded><![CDATA[<p>This script can be used to create a form in CRM that has fields appear based on a certain condition (If yes, answer an additional question, if no, keep hidden)</p>
<p><object width="425" height="344"><param name="movie" value="http://www.youtube.com/v/VxBFHdmYO2Q&#038;hl=en&#038;fs=1"></param><param name="allowFullScreen" value="true"></param><param name="allowscriptaccess" value="always"></param><embed src="http://www.youtube.com/v/VxBFHdmYO2Q&#038;hl=en&#038;fs=1" type="application/x-shockwave-flash" allowscriptaccess="always" allowfullscreen="true" width="425" height="344"></embed></object></p>
<p><strong>Steps: </strong></p>
<p>1. Create Form<br />
2. Identify Radio button you want to control the toggle of another field.<br />
3. Identify the field you want to hide.<br />
4. Modify below javascript code after line 46 and place into Form Properties-> Onload Event</p>
<pre name="code" class="javascript">
function registerEvent(id,eventname,eventfunction)
{
	// Register the *eventfunction* to the target *id* object for any event named *eventname*
	var obj = document.getElementById(id);
	if (obj==null) return;

	if (obj.addEventListener) {
		obj.addEventListener (eventname,eventfunction,false);
	} else if (obj.attachEvent) {
		obj.attachEvent (eventname,eventfunction);
	}
}

function ToggleElement(id, yesid)
{
	// get object and toggle between none and block display
	var obj = document.getElementById(id);
	if (obj==null) return;

	var yesobj = document.getElementById(yesid);
	if (yesobj==null) return;

	if (yesobj.checked) {
		obj.style.display='block';
	} else {
		obj.style.display='none';
	}
}

function AddRadioButtonSectionToggle(radioid,sectionid,no)
{
	var x = '2';
	if (no==true) x='1';
	// Register the click events for the toggles.
	registerEvent(radioid+'1','onclick',function() { ToggleElement(sectionid,radioid+x);});
	registerEvent(radioid+'2','onclick',function() { ToggleElement(sectionid,radioid+x);});

	// Toggle it now!
	ToggleElement(sectionid,radioid+x);
}

function ToggleSectionFormLoad()
{
	// Enable Radio Button Section Toggle

	// false=for yes
	AddRadioButtonSectionToggle('rad_it_aproposaccount','it_apropospatternafterid_c',false);
	AddRadioButtonSectionToggle('rad_it_aproposaccount','it_apropospatternafterid_d',false);

	AddRadioButtonSectionToggle('rad_it_existingphone','{0d269004-9f91-de11-890f-0050569b7606}',false);
	AddRadioButtonSectionToggle('rad_it_existingphone','it_phonemacaddressoripaddress_c',true);
	AddRadioButtonSectionToggle('rad_it_existingphone','it_phonemacaddressoripaddress_d',true);

	AddRadioButtonSectionToggle('rad_it_activedirectorymstnet','it_mstaccountpatternafterid_c',false);
	AddRadioButtonSectionToggle('rad_it_activedirectorymstnet','it_mstaccountpatternafterid_d',false);

	AddRadioButtonSectionToggle('rad_it_activedirectorymscrmcrmlocal','it_patternemaildistributionlistmemid_c',false);//false if radio button default to no
	AddRadioButtonSectionToggle('rad_it_activedirectorymscrmcrmlocal','it_patternemaildistributionlistmemid_d',false);

	AddRadioButtonSectionToggle('rad_it_projectaccess','it_projectaccesstype_c',false);
	AddRadioButtonSectionToggle('rad_it_projectaccess','it_projectaccesstype_d',false);
	AddRadioButtonSectionToggle('rad_it_projectaccess','{d0306d89-6d92-de11-890f-0050569b7606}',false);
	AddRadioButtonSectionToggle('rad_it_project_issupervisor_timesheetmanger','it_timesheetmanagerid_c',true);//true if radio button default to yes
	AddRadioButtonSectionToggle('rad_it_project_issupervisor_timesheetmanger','it_timesheetmanagerid_d',true);

	}

ToggleSectionFormLoad();
</pre>
]]></content:encoded>
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		</item>
		<item>
		<title>QuickFind Active Or Resolved (Inactive) Cases</title>
		<link>http://mscrmblogger.com/2009/06/15/quickfind-inactive-records/</link>
		<comments>http://mscrmblogger.com/2009/06/15/quickfind-inactive-records/#comments</comments>
		<pubDate>Mon, 15 Jun 2009 11:41:30 +0000</pubDate>
		<dc:creator>Carlton Colter</dc:creator>
				<category><![CDATA[General]]></category>
		<category><![CDATA[cases]]></category>
		<category><![CDATA[crm]]></category>
		<category><![CDATA[crm4]]></category>
		<category><![CDATA[find]]></category>
		<category><![CDATA[incidents]]></category>
		<category><![CDATA[Microsoft]]></category>
		<category><![CDATA[quickfind]]></category>
		<category><![CDATA[search]]></category>
		<category><![CDATA[sql]]></category>

		<guid isPermaLink="false">http://mscrmblogger.com/?p=62</guid>
		<description><![CDATA[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.]]></description>
			<content:encoded><![CDATA[<p>By default, CRM&#8217;s quick find, the find you use on any of the standard search pages, does not let you find inactive items.  In December on <a href="http://jianwang.blogspot.com/" target="_blank">Jim Wang&#8217;s blog</a>, he talked about how to change it so that you can find inactive items, but that doesn&#8217;t always help.  Maybe you want something a little more detailed like not finding any item that has a specific state type or stage specification, etc.</p>
<p>After some further searching I found another blog by <a href="http://www.delta-n.nl/" target="_blank">Delta-N</a>, a CRM Gold Partner in the Netherlands.  Delta-N had two techniques specified on their <a href="http://blogs.delta-n.nl/crm/Lists/Posts/Post.aspx?ID=6" target="_blank">blog entry</a>. </p>
<p>I was able to use Delta-N&#8217;s option 2 to enable editing of the Case Filter and specify the filter to be a status of Active or Resolved instead of just Active.  I don&#8217;t care about Cancelled cases (because we only cancel them if they were opened in error).</p>
</p>
<p><b>How I modified the Quick Find for Active Cases</b><br />
Using the method from Delta-N&#8217;s blog to edit the Default Filter on a Quick Find&#8230;</p>
<ol>
<li>Use Microsoft SQL Server Management Studio to enable editing the Saved Query
<pre name="code" class="sql">
UPDATE [SavedQueryBase]
   SET IsCustomizable = 1
 WHERE Name = 'Quick Find Active Cases'
</pre>
</li>
<li>Open CRM and go to Customization, then the entity (In my case it was Case)</li>
<li>Open the QuickFind view</li>
<li>Click &#8220;Edit Filter Criteria,&#8221; edit, and save</li>
<li>Save and close the View</li>
<li>Save, then Publish the entity</li>
</ol>
]]></content:encoded>
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