Microsoft Dynamics 365 and Dynamics CRM Blogs by Paul Nieuwelaar | Magnetism Solutions | NZ (Auckland, Wellington, Christchurch and Dunedin)

Show or Hide Reports for Certain Users Dynamics CRM 2011

Paul Nieuwelaar, 14 August 2012

If you have ever created a custom report in Dynamics CRM 2011, whether it was an SSRS (SQL Server Reporting Services) report, or just a report created using the built in Report Wizard, you will have configured the report to be viewable to either the Individual (Owner) or the Organization (Everyone).
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Metro Themed Reporting in Dynamics CRM 2011

Paul Nieuwelaar, 06 August 2012

Recently I created a report in Dynamics CRM 2011 to show the number of phone calls made by each Sales Person for a given day. This includes a breakdown of each Status; for example the total calls that were Successful, Unavailable, or No Answer, as well as the overall total for the day. Ideally this
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Introducing: Dynamics CRM 2011 Read-Optimized Forms - UR7

Paul Nieuwelaar, 02 August 2012

Update Rollup 7 for Dynamics CRM 2011 includes a new feature to allow you to enable Read-Optimized forms for certain users. Often, many users just require the ability to read information within the system, but do not necessarily need to edit it. With this feature we can now show these users stripped
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Hide Form Left Navigation JavaScript R8 Dynamics CRM 2011

Paul Nieuwelaar, 26 July 2012

Before CRM 2011 R8 beta was introduced, if you ever needed to hide the Form Navigation Pane using javaScript, the following 2 lines of code would allow you to do this by first hiding the crmNavBar element, then modifying the remaining form element to span over both columns of the table. USED BEFORE
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Track All Staff Emails Anonymously using Dynamics CRM 2011

Paul Nieuwelaar, 08 July 2012

The requirement: Simply put, we needed to track all emails ‘to’ and ‘from’ any staff member in Dynamics CRM 2011. Not all Staff members are CRM Users, and using the Email Router for each staff member is not an option due to the administrative overhead involved with maintaini
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Bulk Edit Customize Dynamics CRM 2011 Entity Name Messages

Paul Nieuwelaar, 01 July 2012

In Dynamics CRM 2011, if we want to change a system entities name (for example a common one is changing ‘Account’ to ‘Company’ or ‘Business’), we can go into the customizations area, and modify the Display Name. Then we need to go through each of the System Views,
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Dynamic Clickable Email Hyperlink Dynamics CRM 2011 Workflow

Paul Nieuwelaar, 25 June 2012

In a previous blog post, I mentioned about using hyperlinks in workflows. The example I used was creating a hyperlink to the record using the record URL in the form assistant. In this post I will be showing how we can use this Hyperlink feature in workflows to create clickable hyperlinks that open a
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Hide Form Left Navigation JavaScript R8 Dynamics CRM 2011

Paul Nieuwelaar, 17 June 2012

Before CRM 2011 R8 was introduced, if you ever needed to hide the Form Navigation Pane using javaScript, the following 2 lines of code would allow you to do this by first hiding the crmNavBar element, then modifying the remaining form element to span over both columns of the table. USED BEFORE R8: /
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Dynamics CRM 2011 JavaScript Get Attribute from OnChange

Paul Nieuwelaar, 10 June 2012

When writing JavaScript for Dynamics CRM 2011, we often write functions that can be used multiple times, across different fields and entities. Because the field names are usually different, these variable names are often passed in as a parameter. This means each time we use the function we need to t
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Dynamics CRM 2011 Custom System Views for Sub Grids

Paul Nieuwelaar, 06 June 2012

In Dynamics CRM 2011 when adding a sub grid to a form, often the default view used is the ‘Active’ view, since the ‘Associated’ view is not available in sub grids, as you can only select Public views (Active/Inactive and Custom views). The problem here is that often the &lsqu
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Dynamics CRM 2011 Sub Grids with More Rows and Scroll Bar

Paul Nieuwelaar, 17 May 2012

In Dynamics CRM 2011 we have seen how useful Sub Grids can be to display related records in line with your form. This basically takes the associated view, and shrinks it into an easy to access grid on the form, allowing you to access all important data without requiring lots of clicks. When configur
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Convert Dynamics CRM 2011 DateTime to Server Local Time in a Plugin

Paul Nieuwelaar, 11 May 2012

In a previous post, I talked about setting Date/Time fields in plugins, and how Dynamics CRM 2011 stores all date fields as UTC time in the database. This means when setting dates to the current time, we must get the current UTC time instead of the Users or Servers Local Time. When we are retrieving
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Send Workflow Email from Executing User Dynamics CRM 2011

Paul Nieuwelaar, 25 April 2012

In Dynamics CRM 2011, we can create workflows that get triggered on create/update of records within our system. A common example is where a new Lead comes in, and a workflow is triggered (on create) which emails the Lead, sent from the Lead Owner. This kind of scenario is fine, as it makes sense for
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Refresh Opening Grid View from a Form in Dynamics CRM 2011

Paul Nieuwelaar, 22 April 2012

I was working on a project recently where we needed to use a custom Silverlight screen to deactivate a record, and then close the open form. This meant you were taken back to the ‘Open Records’ view where you first opened the record from. After deactivating the record using Silverlight,
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Script# (C# to Javascript) Meets Dynamics CRM 2011

Paul Nieuwelaar, 05 April 2012

If you haven’t already heard of Script#, it is basically C# that compiles into Javascript. You still use the Javascript language, such as document.getElementById, although it’s written using C# standards and regulations. You can write pages of C# code to perform your javascript needs, an
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