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).
Read the full article hereRecently 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
Read the full article hereUpdate 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
Read the full article hereBefore 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
Read the full article hereThe 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
Read the full article hereIn 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,
Read the full article hereIn 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
Read the full article hereBefore 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: /
Read the full article hereWhen 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
Read the full article hereIn 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
Read the full article hereIn 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
Read the full article hereIn 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
Read the full article hereIn 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
Read the full article hereI 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,
Read the full article hereIf 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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