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Channel: CRM Online 2011 – Dynamics 365 Wizardry
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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...

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Product 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...

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Integrate 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...

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Formatting 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...

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Outlook 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...

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To 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 Article

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Clik here to view.

Form 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...

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Clik here to view.

JScript – 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...

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Image may be NSFW.
Clik here to view.

Interesting 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...

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Clik here to view.

Using 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...

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Image may be NSFW.
Clik here to view.

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 Article

Image may be NSFW.
Clik here to view.

Product 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 Article

Image may be NSFW.
Clik here to view.

Integrate 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 Article


Image may be NSFW.
Clik here to view.

Formatting 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 Article

Image may be NSFW.
Clik here to view.

Outlook 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 Article


Image may be NSFW.
Clik here to view.

To 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 Article

Image may be NSFW.
Clik here to view.

Form 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 Article


Image may be NSFW.
Clik here to view.

JScript – 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 Article

Image may be NSFW.
Clik here to view.

Interesting 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 Article

Image may be NSFW.
Clik here to view.

Scripting 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...

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