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.

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!

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.

The Notification Accelerator on Codeplex does not offer a queueitem RSS feed. I’m not sure why, but here is a simple solution to display an RSS feed. It defaults to the current user’s queues, but if the q=blah is specified in address then all queueitems in any queue with blah in it will be displayed.

In my previous post about hiding fields and tabs using roles, I outlined how use roles to hide fields, etc. Here is a modification of the method to hide sections by business unit.

Do you need to hide fields or tabs based on security roles. Here is an easy way to add the functionality to your CRM, use my code example.