MSCRM Blogger

CRM Workflow Manipulation Library

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.

Workflow: Geocode (and correct) Addresses with Bing Maps

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.

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.

Lookup a lookup on another entity using JScript

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.

CRM Common Javascript File

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

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.

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.

Changing PickList Values on Yes/No Form Field Change

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.

Set a default email template for new emails on cases.

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.

Remove special characters on value change.