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The curious case of the case entity
I believe most people know about this: in the case entity, there are 2 attributes that can be used to map a case to either an account and/or a contact. These 2 attributes are: customerid...
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Calculate the remaining characters on the description field
Warning: this type of customization is not supported by Microsoft therefore use it at your own risks! My client asked me if it was possible to get a “counter” on how many characters you could enter...
View ArticleSet a datetime field to current date
Of course you can find it using Google or Bing, but for the sake of it, here is the code you need to use in the form’s OnLoad() event to set the default value to the current date in a datetime field on...
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How-to series: Easily debug your CRM JavaScript code in IE8
Well, as a lot of you may know it, you can put your own JavaScript code in the forms or fields events (OnChange, OnLoad & OnSave events). But, did you know that you could debug your JS code just by...
View ArticleTip: Use that default ‘name’ field in custom entities!
Sometimes it is useful, sometimes it is not…when you create a new custom entity in Microsoft CRM, there is always one default field called ‘name’ which is a varchar field. One will say that you can...
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How-to series: Generate auto-numbers on custom entities (part 1)
Ok, in this series, I will try to explain how to generate auto-numbers on custom entities based on the user’s preferences (length of the auto-number, prefix, suffix, increment value, etc.) This kind of...
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Deploy plugins in an IFD+OnPremise environment
If you are stuck with the Plugin Registration Tool (PRT) in an IFD environment, one test to make is this one: Compile the Visual Studio solution using VS 2008 or 2010 Deploy the debug or release files...
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CRM 2011: New ‘helpers’ for system customizers! (Part 1)
PREVIEW – Here is an overview of the new ‘helpers’ customizers have at their disposal while customizing Microsoft CRM 2011: Solutions Upon installing Microsoft CRM, a new default solution is created...
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CRM 2011: Finally a way to alter the ‘queue items’ view!
Yes, now it’s nearly official: you CAN alter the queue items views and set the columns you want to display! Before: After: This was a long awaited need for my clients, thanks Microsoft!
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CRM 2011: Installer le connecteur SharePoint 2010 pour Microsoft CRM 2011
Une nouvelle fonctionnalité de Microsoft CRM 2011 est la possibilité d’utiliser SharePoint 2011 pour l’intégration des documents CRM. Cette fonctionnalité était longuement attendue et pouvait être...
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How-to series: Generate auto-numbers on custom entities (part 2)
In the first post of the series (see Part 1), I was dealing with the creation of a new entity which can be used to store the autonumbering parameters such as: which entity must get a number, which...
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CRM 2011: Show-off your icons!
One of the noteworthy feature available now in Microsoft CRM 2011 is the ability to define ‘Web Resources’ which are a set of ‘virtual’ files that can be accessed from a URL (think: virtual folder...
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CRM 2011: New activity types for dummies®– Part 1
After a couple of days without posting anything, I thought about explaining a real case scenario where your client would like to deal with meeting minutes inside Microsoft CRM. This real case scenario...
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How-to series: Change activities’ status when closing opportunities
Okay, this post is a response to a good question made by someone on the Microsoft Dynamics CRM forum (for Partners). The initial question was: “Hi All, When an opportunity is cancelled, the activities...
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CRM 2011: Hide a button in a custom entity’s form ribbon
For all of you who wanted to know how to do this, here are the steps: Make sure the custom entity is part of the solution you want to export and modify Export the solution and edit the...
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How-to series: Send SMS messages from CRM 2011 (part 1)
In a time where the information must be available quickly, there is an alternative to feeds, tweets, walls and emails….this alternative is called SMS, for Short Message Service. Of course, one can...
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How-to series: Send SMS messages from CRM 2011 (part 2)
In the first part (see part 1), I explained how a SMS could be better to communicate with your customers and contacts, since it is instantly dispatched on the cell phone. In this part, I’ll deal with...
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How-to series: Send SMS messages from CRM 2011 (part 3)
Finally! This is the final part of my how-to series on how to send and track SMS messages in Microsoft CRM 2011. The first post explained how to prepare the solution. The second post talked about the...
View ArticleInteresting article: Microsoft CRM 2011 Multiple Forms basics
I’ve just found out this very nice post on multiple forms basics in Microsoft CRM 2011, so I wanted to share it with you all… Microsoft CRM 2011: Multiple Forms basics.
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CRM 2011: Q4 Service Update
OK, now that you have installed Update Rollup 5 for Microsoft CRM 2011, you can import the Activity Feeds solution provided by Microsoft and available here. This new solution will provide new...
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