Technical Blog

Firing a dialogue from an event

Firing a dialogue from an event In Microsoft Dynamics V4 it was possible to fire a workflow from an event or isv button and with the arrival of dialogues, I thought it would be neat to be able to trigger dialogues from an event (either onload, onsave or onchange of a tab or field). Here’s how it’s done in Microsoft Dynamics CRM2011. The following example fires a dialogue when a record is modified. This could easily be modified to fire in different form scenarios or on evaluating a particular field using the ‘if’ condition. Create a web resource of type JScript and add the following code: function FireDialogue() {           var CRM_FORM_TYPE_CREATE = 1;      var CRM_FORM_TYPE_UPDATE = 2;      var sUrl = "";     var crmFromType = Xrm.Page.ui.getFormType();     if(crmFromType == CRM_FORM_TYPE_UPDATE)      {          var _ ...

Read the rest of entry »

CRM testing and ‘In Private Browsing’

When testing Microsoft Dynamics CRM and the tester needs to evaluate security roles, the tester will typically use different credentials to log in as users who have different security roles associated with them. It is common for the tester to set their IE User Authentication settings to ‘Prompt for user name and password’ so that as they open a browser session, they can log in to Microsoft Dynamics CRM with different credentials. However, this doesn’t always prompt the user to log in and sometimes the cache & history have to be cleared in order to force the log in prompt. A useful tip in this scenario is to make use of the ‘InPrivate Browsing’ feature in IE8 and above. If no other ‘In Private’ browsing sessions are active, opening a new one always prompts for credentials. This allows the Microsoft Dynamics CRM tester to happily have two web client sessions open (one normal and one In Private) which they can use to compare side by side different users with ...

Read the rest of entry »

CRM 2011 Dynamic Web Resources using JScript

The concept of web resources in CRM2011 is really exciting and the option to store gif and jpeg images as web resources gives us a new opportunity in making form design graphically more informative and compelling. The following example shows how we can utilise web resources and jscript to make images embedded on forms dynamic so that the user can be presented with different images depending on data values held within a record. Here is an example that uses a pick list value to control the web resource that appears on a form. This simple example could be used to display a warning sign if a customer is unhappy. Firstly, add a pick list to your form and also add a web resource. Use the ‘New Field’ function within the Field explorer to quickly create a new field. Note the numeric value you assign to your picklist option as you will need this in the evaluation part of the jscript. Here, ‘Warning’ has a value of 2. Create a couple of web resources of type gif or jp ...

Read the rest of entry »

Microsoft CRM 4.0 Rollup 14 Available

Microsoft released update rollup 14 on 16th November 2010 for Microsoft Dynamics CRM 4.0 (KB 2267499).


You can download it at the following location,

http://www.microsoft.com/downloads/en/details.aspx?FamilyID=0fde5456-05a5-4407-81b3-0eaa928c8cc3&displaylang=en

The KB article contains the installation instructions and list of fixes.

http://support.microsoft.com/?kbid=2389019
Home   |   About Us   |   Dynamics CRM   |   Solutions   |   Services   |   Technical Blog   |   Contact Us
Copyright 2011 Gap Consulting DotNetNuke Website by Cantarus