Tuesday, 6 July 2010

Financial Quarters in SSRS

Use case to determine Qtr based on month datepart

This example uses Invoice created on date and has a Fiscal year of 1st Oct

SELECT CASE WHEN (DATEPART(mm, FilteredInvoice.createdon) > 9)
THEN 1 WHEN (DATEPART(mm, FilteredInvoice.createdon) < 4) THEN 2 WHEN (DATEPART(mm, FilteredInvoice.createdon) < 7)
THEN 3 WHEN (DATEPART(mm, FilteredInvoice.createdon) < 10) THEN 4 END AS Qtr
FROM FilteredInvoice

Wednesday, 30 June 2010

How to trigger system form functions from ISV buttons

  • open up the form in question
  • hit F12 to open IE Developer Tools
  • Find button in question
  • Find the function name
  • Export ISV.config
  • Within relevant entity add a new button and paste function into Javascript tag
  • See below code to create an associated record from ISV of parent form
  • (in this case it's a custom entity called Site Survey Request from Opportunity entity)

{Entity name="opportunity"}
{ToolBar ValidForCreate="0" ValidForUpdate="1"}
{Button JavaScript="locAddRelatedToNonForm(10045,3,crmForm.ObjectId, '')" ValidForCreate="0" ValidForUpdate="1"}
{Titles}
{Title LCID="1033" Text="Request Site Survey" /}
{/Titles}
{/Button}
{/ToolBar}
{/Entity}

Tuesday, 8 June 2010

Recursive Workflows in Dynamics CRM

Useful Dynamics CRM Form Scripts #2

Update Rollup 11 for Microsoft Dynamics CRM 4.0

Microsoft Business Intelligence

International friendly SSRS format code formatting

Number:
N0

Currency:
C0

Percentage:
P0

Note: 0 refers to precision

ASP.NET 2.0 FileUpload Control

Reading a Delimited File Using ASP.Net

Building a Simple CSV Parser in C#

5 ways to import data

Tool to Update MSCRM 4.0 data inline and Export to CSV for Re-import

RecordCounter.zip

Record Counter For Microsoft Dynamics CRM 4.0

CRM Plugin Registration Tool

Populate CRM Fields from Parent Window

Read only fields

unsupported:

crmForm.all.fieldname.readOnly = true;

Managing the MSCRM Asynchronous Service

CRM 4 and Outlook 2010

Metadata Browser