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.
Click to continue reading
Click Here To View Post With Syntax Highlighting
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.
Click to continue reading
Click Here To View Post With Syntax Highlighting
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
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.
Click to continue reading
Click Here To View Post With Syntax Highlighting
Need to reference an external javascript file to make functions available in change events and in an onload? Here’s how!
Click to continue reading
Click Here To View Post With Syntax Highlighting
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
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.
Click to continue reading
Click Here To View Post With Syntax Highlighting
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.
Click to continue reading
Click Here To View Post With Syntax Highlighting
This blog entry contains some helpful information about removing special characters from a string using javascript. I was able to modify it to be just a few of code in an onchange event. Just rename new_name to the attribute your correcting.
if (crmForm.all.new_name.DataValue && crmForm.all.new_name.DataValue.length >0)
{
crmForm.all.new_name.DataValue = crmForm.all.new_name.DataValue.replace(/[^a-zA-Z 0-9]+/g,'');
}
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.
Click to continue reading
Click Here To View Post With Syntax Highlighting
| © 2011 MSCRM Blogger | This site does not necessarily represent the views of Microsoft. The material posted on this blog are provided AS-IS, and you are to use the content at your own risk. Some of the code and information on this site may use unsupported methods. If you experience any problems using the information provided through this website, please post a comment and we will do our best to assist you, however, we can in no way guarantee support or resolution. Microsoft Dynamics®, Silverlight®, Visual Studio®, and the corresponding logos are a registered trademarks owned by Microsoft Corporation. MSCRM Blogger has made every effort to supply trademark information about company names, products, and services mentioned on this blog. All third party trademarks are the property of their respective owners. Any rights not expressly granted herein are reserved. |