CRM4: Hiding tabs and sections

Posted by on Jun 17, 2009 in CRM 4.0, Customizations, JavaScript |

Hello all,

I am currently working on a small CRM project and one of the requirements was to hide a section and a tab onLoad.

// Hiding the Contract section

crmForm.all.contractid_c.parentElement.parentElement.style.display=’none';

// Hide the KB article tab (2nd Tab)

crmForm.all.tab1Tab.style.display=’none';

I’m sure you can use this in other ways (i.e:. onChange, onClick etc..).

Happy Coding!

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Call/Request a workflow in CRM 4.0 using Javascript

Posted by on May 25, 2009 in CRM 4.0, Customizations, JavaScript |

  1. Add a button on Form’s Toolbar/Grid’s Menu Bar for the entity in ISV config file (export ISV config)
  2. Call launchOnDemandWorkflowForm (for button on Form) or launchOnDemandWorkflow (for button on grid) functions and pass the parameters sGrid, iObjType and workflowId.
  3. Save the config file and import it to CRM.

An example of this could be:

<Entity name="account">
<ToolBar ValidForCreate="0" ValidForUpdate="1">
<Button Icon="/_imgs/mybutton.jpg" JavaScript="launchOnDemandWorkflowForm('', '10029','{00000000-0000-0000-0000-000000-00000}');" PassParams="1" WinParams="" WinMode="0">
<Titles>
<Title LCID="1033" Text="Send Email" />
</Titles>
<ToolTips>
<ToolTip LCID="1033" Text="Send Welcome Email" />
</ToolTips>
</Button>
</Entity>

Or you can alternatively request it from the web service:

/* the function */
ExecuteWorkflow = function(entityId, workflowId)
{
var xml = "" +
"<?xml version=\"1.0\" encoding=\"utf-8\"?>" +
"<soap:Envelope xmlns:soap=\"http://schemas.xmlsoap.org/soap/envelope/\" xmlns:xsi=\"http://www.w3.org/2001/XMLSchema-instance\" xmlns:xsd=\"http://www.w3.org/2001/XMLSchema\">" +
GenerateAuthenticationHeader() +
" <soap:Body>" +
" <Execute xmlns=\"http://schemas.microsoft.com/crm/2007/WebServices\">" +
" <Request xsi:type=\"ExecuteWorkflowRequest\">" +
" <EntityId>" + entityId + "</EntityId>" +
" <WorkflowId>" + workflowId + "</WorkflowId>" +
" </Request>" +
" </Execute>" +
" </soap:Body>" +
"</soap:Envelope>" +
"";
var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");
xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
xmlHttpRequest.setRequestHeader("SOAPAction","http://schemas.microsoft.com/crm/2007/WebServices/Execute");
xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
xmlHttpRequest.setRequestHeader("Content-Length", xml.length);
xmlHttpRequest.send(xml);
var resultXml = xmlHttpRequest.responseXML;
return(resultXml.xml);
}

// call the workflow
var theWorkflowId = "3FD2DD58-4708-43D7-A21B-F0F90A0AA9F2"; //change to your workflow Id
ExecuteWorkflow(crmForm.ObjectId, theWorkflowId);

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Add a Button to a Form

Posted by on May 23, 2009 in CRM 4.0, Customizations, JavaScript |

This post is to show how to add a Button to a MS CRM Form, not to the Navigation Pane nor to the Menu Bar, but to the actual Form itself.
In this post I will show a simple usage of the Button, to show its function. You can understand that more advanced functions can be triggered by the button, but that’s not the aim of this post.For this example I have used the default Contact Form. The Address Section is hidden onLoad and a Button is shown.

Button on Form

By Clicking on the Button the Section with the Address Details is shown again. In this example the Button Disappears, because it has no use anymore. (I could have added a function to hide the section again).

Button on Form2

To achieve the above I have created a new Section with a new Attribute (new_button).

Button on Form3

Next to that I placed the following Script in the onLoad of the Form:

Update: 9th March 2010 – updated code blocks – wordpress broke the code!

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Recommended Microsoft CRM 4.0 Books

Posted by on May 23, 2009 in CRM 4.0, Customizations, Deployment, General, Licensing, Plug-ins, SDK |

Hi All,

I would like to recommend to you some of the books i have read in regards to Microsoft Dynamics CRM 4.0.

Working with Microsoft Dynamics(TM) CRM 4.0 (Paperback)

Working with Microsoft Dynamics CRM 4.0
by Jim Steger (Author), Mike Snyder (Author)

Product Description
Get a practical introduction to Microsoft Dynamics CRM now updated for Microsoft Dynamics CRM 4.0. Microsoft Dynamics CRM is a value-packed customer-relationship management (CRM) solution for small- and mid-market businesses. The latest version adds workflow management capabilities, and will be delivered as an on-demand service through Microsoft® Office Live. With topics that include developing new functionality, designing implementations, and integrating Microsoft CRM with other business applications including Microsoft Office Outlook®, Microsoft Office InfoPath®, and Microsoft SharePoint® Products and Technologies this is one of the only books written for both developers and those who implement business solutions. Authored by experienced practitioners, this book provides case studies, integration and performance guidelines, and toolsets the information you need to help you create successful CRM solutions. This book also explains how to maintain Microsoft Dynamics CRM 4.0, making it of interest to IT professionals who support Microsoft Dynamics CRM 4.0 users. And power users will learn how to customize individual Microsoft Dynamics CRM 4.0 experiences. Key Book Benefits: Delivers practical information from expert authors who have deployed, customized, and maintained Microsoft Dynamics CRM in the field Provides case studies, integration and performance guidelines, and toolsets Includes code samples, and demo data will be available on the Web

About the Author
Mike Snyder and Jim Steger are co-founders and principals at Sonoma Partners, a consulting firm specializing in Microsoft CRM implementations. Sonoma Partners was named top Global Microsoft CRM Partner in 2003 and 2005. Recognized as one of the industry s leading CRM experts, Mike authors several popular newsletters and blogs about Microsoft CRM. Jim architected and led multiple award-winning Microsoft CRM deployments, including complex enterprise integration projects. He s been developing and writing code for Microsoft CRM since the version 1.0 beta.

More info: http://www.amazon.com/Working-Microsoft-Dynamics-CRM-4-0/dp/0735623783/ref=sr_1_1?ie=UTF8&s=books&qid=1243087339&sr=1-1

Microsoft Dynamics CRM 4.0 Unleashed (Paperback)

MSCRM Unleashed

by Marc J. Wolenik (Author), Damian Sinay (Author)

Product Description

Microsoft® Dynamics CRM 4.0 Unleashed presents start-to-finish guidance for planning, customizing, deploying, integrating, and managing Dynamics CRM in your unique business and technical environment. Authored by two leading Microsoft Dynamics implementers, this book systematically explains how the system works, why it works that way, and how you can leverage it to its fullest advantage.

 

The authors present clear examples, proven best practices, and pitfalls to avoid in using every significant Dynamics CRM capability. The far-reaching coverage ranges from Dynamics CRM’s sales, marketing, and customer service features to its automated workflows; from Outlook and Office integration to reporting and security. The authors offer independent insight into Dynamics CRM’s most powerful new features, from its improved interface to its new mail merge and data migration tools.

 

This book is for every IT professional who intends to work with Dynamics CRM, regardless of their experience with Dynamics or other CRM solutions. The authors provide example-rich, realistic coverage of advanced Dynamics customization, extensibility, and integration: information that is available nowhere else.

 

Detailed information on how to…

  • Set up, configure, and maintain all facets of Dynamics CRM in any organization or industry
  • Thoroughly understand both the on-premise and hosted versions of Dynamics CRM
  • Make the most of Dynamics’ new features, including email, the Outlook client, Internet Facing Deployment (IFD), and relationships
  • Manage sales leads, opportunities, accounts, contacts, marketing lists, sales collateral, campaigns, quotes, orders, and invoices
  • Improve customer service by integrating schedules, cases, contacts, product/service information, and more
  • Build powerful automated workflows that streamline key sales tasks and liberate salespeople for more effective selling
  • Efficiently administer and secure any Dynamics CRM implementation
  • Drive greater value by integrating Dynamics CRM with Microsoft Office productivity tools
  • Customize and extend Dynamics CRM using Visual Studio, .NET, and custom plug-ins and add-ons

ON THE WEB:

Download all of this book’s examples and source code at informit.com/title/9780672329708

About the Author

Marc J. Wolenikis founder and CEO of Webfortis, a Northern California consulting company and Microsoft Gold Certified Partner that specializes in solutions built with Dynamics CRM. He has extensive experience with CRM implementation, integration, and migration for companies of all sizes, and is deeply involved in building custom vertical solutions around the Dynamics platform.

 

Damian Sinayis a Webfortis partner. Currently a development manager with senior .NET development responsibilities, he has extensive experience working with all Dynamics CRM technologies. He has participated in Dynamics CRM projects involving extremely complex customizations, integrations, and implementations.

 

More info: http://www.amazon.com/Microsoft-Dynamics-CRM-4-0-Unleashed/dp/0672329700/ref=sr_1_1?ie=UTF8&s=books&qid=1243088206&sr=1-1

Programming Microsoft Dynamics CRM 4.0 (Pro-Developer)

programing ms crm 4.0

by Mike Snyder (Author), Jim Steger (Author), Brad Bosak (Author), Corey O’Brien (Author), Phil Richardson (Author)

Product Description
Announcing a fully revised second edition of this popular SELF-PACED TRAINING KIT designed to help maximize your performance on 70-536, a core exam for the MCTS and MCPD certifications. This 2-in-1 kit includes the official Microsoft study guide, plus practice tests on CD to help you assess your skills. It comes packed with the tools and features exam candidates want most including in-depth, self-paced training based on final exam content; rigorous, objective-by-objective review; exam tips from expert, exam-certified authors; and customizable testing options. It also provides real-world scenarios, case study examples, and troubleshooting labs for the skills and expertise you can apply to the job. Focusing on the fundamentals of .NET application development, this official study guide covers using system types, collections, and generics to help manage data; validating input, reformatting text, and extracting data with regular expressions; developing services, application domains, and multithreaded applications; enhancing your applications by adding graphics and images; implementing code access security, role-based security, and data encryption; working with serialization and reflection techniques; instrumenting your applications with logging and tracing; and interacting with legacy code using COM Interop and PInvoke. Work at your own pace through the lessons and lab exercises. Then assess yourself using 300+ practice and review questions on the CD, featuring multiple, customizable testing options to meet your specific needs. Choose timed or untimed testing mode, generate random tests, or focus on discrete objectives. You get detailed explanations for right and wrong answers including pointers back to the book for further study. You also get an evaluation version of Microsoft Visual Studio® 2008 software and an exam discount voucher making this kit an exceptional value and a great career investment.

Key Book Benefits

Comprehensive exam prep study guide In-depth coverage of exam objectives and sub-objectives plus instructive case studies and troubleshooting scenarios to enhance your performance on the job 300+ practice and review questions Test engine that enables customized testing, pre-assessment and post-assessment, and automated scoring and feedback Microsoft Visual Basic and Visual C# code samples on CD Handy exam-mapping grid Evaluation version of Visual Studio 2008 software 15 percent exam-discount voucher from Microsoft (limited time offer) Entire study guide in searchable eBook format

About the Author
Tony Northrup, MCTS, MCSE, CISSP, and Microsoft MVP, is a consultant and author. He is coauthor of the SELF-PACED TRAINING KITS for a wide range of .NET Framework, Windows Server 2008, Windows Vista, and Windows XP certification exams.

More info: http://www.amazon.com/Programming-Microsoft-Dynamics-CRM-Pro-Developer/dp/0735625948

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CRM 4.0: Notes Count on any Entity

Posted by on May 20, 2009 in CRM 4.0, Customizations, JavaScript |

NotesCount is a client side JScript customization, which enables CRM useres to recognize the amount of attached notes or attachments to any CRM record (e.g. contact, account, case, …) within the tab on top of the main form of the record.
Intention
NotesCount is intended to improve the UX of all Microsoft Dynamics CRM 4.0 users. By showing the amount of attached notes or files referenced to CRM records without opening the notes tab it will reduce the risk to miss important information.

screenshot 

More info & Download: http://notescount.codeplex.com/

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Remove ‘Resource Center’ from CRM4.

Posted by on May 18, 2009 in CRM 4.0, Customizations |

Hi All,

If you would like to remove the ‘Resource Center’ menu navigation area in CRM, just do the following:

  1. Export the SiteMap customizations from CRM.
  2. Unzip the file, then open the XML file and scroll to the end of the file and look for:
  3. Highlight the the whole <area id=”ResourceCenter”> node and delete.
  4. Save the XML file.
  5. Re-Upload into CRM.
  6. Clear IE cache and refresh – You should no longer see the navigation.

Any suggestions or comments welcome!

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