Entity field restrictions on calculating totals
One way or another, eventually you will get a request to change the default amount calculations as built in CRM. This could be either by adding a tax percentage (after all, all provinces or states use...
View ArticleProduct customization
As you probably know, the Product has a non-sufficient form for most customers. Let’s have a look at the actual form, and see what’s missing: Now, from what we see, the List Price is what is being used...
View ArticleIntegrate CRM Accounts with LinkedIn
Integrating CRM Accounts with LinkedIn is a very easy step. I have found numerous examples on doing this by using a Web Resource, but I don’t like the way it displays in a frame. It looks anything but...
View ArticleFormatting postal codes for US and Canada
For the sake of standardizing the format for all system postal codes, I have implemented the following script to re-format the user input of postal codes for both US and Canada. The purpose is to take...
View ArticleOutlook client connectivity issue
One interesting case I had just the other day made me look like a fool. Just like in many cases, when you have issues connecting your Outlook to a CRM instance, there are a few basic steps you follow...
View ArticleTo Save or to Change the form
I’ve been doing this for so many times, I thought I’d share it with the new CRM customizers out there, as it’s a neat way of getting something done without delving too deep into development and...
View ArticleForm Type and JScript
The following form types are available in Dynamics CRM 2011: Value Form Type 0 Undefined 1 Create 2 Update 3 Read Only 4 Disabled 5 Quick Create (Deprecated) 6 Bulk Edit 11 Read Optimized To get the...
View ArticleJScript – what changed on this form?
Every now and then, if your scripts are performing form changes, and you try to navigate without saving, you will be prompted to save. But what if you want to see exactly what was changed on a large...
View ArticleInteresting Form and Workflow behavior
I’ve run into this situation recently, and I would think this is a bug. Let’s say you are a System Customizer, and you have a read-only form and an edit form for an entity, say Account. Now you try to...
View ArticleUsing Google Maps in Dynamics CRM
Other than using Bing, you can easily integrate other geo-location sources. One of the most enterprise level solution is of course Esri Maps. They have a very good solution for mapping. They can also...
View ArticleEntity field restrictions on calculating totals
One way or another, eventually you will get a request to change the default amount calculations as built in CRM. This could be either by adding a tax percentage (after all, all provinces or states use...
View ArticleProduct customization
As you probably know, the Product has a non-sufficient form for most customers. Let’s have a look at the actual form, and see what’s missing: Now, from what we see, the List Price is what is being used...
View ArticleIntegrate CRM Accounts with LinkedIn
Integrating CRM Accounts with LinkedIn is a very easy step. I have found numerous examples on doing this by using a Web Resource, but I don’t like the way it displays in a frame. It looks anything but...
View ArticleFormatting postal codes for US and Canada
For the sake of standardizing the format for all system postal codes, I have implemented the following script to re-format the user input of postal codes for both US and Canada. The purpose is to take...
View ArticleOutlook client connectivity issue
One interesting case I had just the other day made me look like a fool. Just like in many cases, when you have issues connecting your Outlook to a CRM instance, there are a few basic steps you follow...
View ArticleTo Save or to Change the form
I’ve been doing this for so many times, I thought I’d share it with the new CRM customizers out there, as it’s a neat way of getting something done without delving too deep into development and...
View ArticleForm Type and JScript
The following form types are available in Dynamics CRM 2011: Value Form Type 0 Undefined 1 Create 2 Update 3 Read Only 4 Disabled 5 Quick Create (Deprecated) 6 Bulk Edit 11 Read Optimized To get the...
View ArticleJScript – what changed on this form?
Every now and then, if your scripts are performing form changes, and you try to navigate without saving, you will be prompted to save. But what if you want to see exactly what was changed on a large...
View ArticleInteresting Form and Workflow behavior
I’ve run into this situation recently, and I would think this is a bug. Let’s say you are a System Customizer, and you have a read-only form and an edit form for an entity, say Account. Now you try to...
View ArticleScripting the Quote Product form
You might be reading this topic, and think it’s just scripting, and just like any other form. What’s different? Now, most fields we can script against without a problem. But let’s focus on the Extended...
View Article
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