CRM Client AutoUpdate

http://blogs.msdn.com/crm/archive/2008/05/08/crm-client-autoupdate.aspx

Known issue after you install Update Rollup 2

When you publish a workflow in Microsoft Dynamics CRM 4.0 after you install Update Rollup 2, you may receive the following error message:

The selected workflow has errors and cannot be published. Please open the workflow, remove the errors and try again.

To resolve this issue, open the Microsoft CRM Web site Web.config file in a text editor such as Notepad, and then add the following lines to the authorizedTypes section:

<authorizedType Assembly="mscorlib, Version=2.0.0.0, Culture=neutral, PublicKeyToken=b77a5c561934e089" Namespace="System.Globalization" TypeName="CultureInfo" Authorized="True"/>
</authorizedTypes>

Displaying CRM Views in IFRAMES

http://jamesdowney.net/blog/post/Displaying-CRM-Views-in-IFRAMES.aspx

Renaming Modules

http://umarkhan.wordpress.com/2007/11/02/crm-modules-can-be-renamed/

Implementing Approval Verification Processes

Implementing Approval Verification Processes
For holiday request etc.

http://blogs.msdn.com/crm/archive/2009/01/12/implementing-approval-verification-processes.aspx

The Mysterious CRM Lookup

crmForm.all.regardingobjectid.DataValue[0].id; // The GUID of the lookup.

crmForm.all.regardingobjectid.DataValue[0].name; // The text value of the lookup.

crmForm.all.regardingobjectid.DataValue[0].typename; // The entity type name.

http://jianwang.blogspot.com/2008/05/mysterious-crm-lookup-i.html

Web Service Basics #1: CrmService.Fetch Method Using JScript

From SDK: http://msdn.microsoft.com/en-us/library/cc677073.aspx

Convert a text field to a combobox at runtime

http://www.stunnware.com/crm2/topic.aspx?id=JS1

Scripting Sample Code

http://msdn.microsoft.com/en-us/library/cc150864.aspx

CRM Metadata Browser

http://yourservername[:port]/yourorganizationname/sdk/list.aspx

Modifying the fullname

Courtesy of Mr. Lemmen;

UPDATE contactbase SET fullname = ISNULL(lastname, '') + ', ' + ISNULL(firstname, '')

Of course you can update the contactbase with other values for the fullname as well.

Keep in mind that you NEVER update the Contact view, always the contactbase. Updating the contact view will cause problems.

Anyway, you should always make a backup of your database before making any modification to the database.

http://ronaldlemmen.blogspot.com/2006/07/modifying-fullname.html

CRM 4.0: Checkbox style Multi-Select Picklist

http://jianwang.blogspot.com/2009/01/crm-40-checkbox-style-multi-select.html

Update Rollup 2 for Microsoft Dynamics CRM 4.0 is available

http://www.microsoft.com/downloads/details.aspx?familyid=aa671769-61e9-45c4-919f-c88199aa4241&displaylang=en&tm

Increase Maximum Records Exported to Excel

crm 4.0

Open SQL management studio
Expand organisation CRM DB
Open OrganizationBase
Set MaxRecordsForExportToExcel to an integer value


crm 3.0

Run Regedit
HKLMachine\Software\Microsoft\MSCRM
Create new DWORD value 'maxrecordsforexporttoexcel'
Enter a value over 500

How Licensing for external CRM users works

http://jianwang.blogspot.com/2009/01/crm-40-external-connector-license.html

Convenient reports in the nav bar

http://www.unitek.com/training/microsoft/crm/blog/2007/12/05/convenient-reports-in-the-navigation-bar/

Auto formatting phone numbers

http://www.unitek.com/training/microsoft/crm/blog/2007/12/12/auto-formatting-phone-numbers-in-microsoft-crm/

Is my CRM implementation successful?

10 questions to consider:

http://www.unitek.com/training/microsoft/crm/blog/2008/02/04/top-10-questions-to-reveal-a-successful-microsoft-crm-implementation/

Should We Use Leads?

A good post discussing whether or not to make use of Leads

http://www.unitek.com/training/microsoft/crm/blog/2008/02/06/microsoft-crm-should-we-use-leads/

More Than 8 Tabs on a Microsoft CRM Form

http://www.unitek.com/training/microsoft/crm/blog/2008/12/15/more-than-8-tabs-on-a-microsoft-crm-form/

In: C:\Program Files\Microsoft CRM Server\CRMWeb\Tools\FormEditor find your formeditor.aspx and select “edit.” Find the JavaScript variable “_iMaxTabs” and notice that it is set to 8. Change the value to your desired limitation, save and close, reset IIS and you should then be able to create the additional tabs needed from within the forms customization area.

or in my case: F:\inetpub\crmroot\Tools\FormEditor\formeditor.aspx

Note: this is unsupported.

Creating An Audit Trail In Microsoft CRM 4.0

http://www.unitek.com/training/microsoft/crm/blog/2008/02/27/creating-an-audit-trail-in-microsoft-crm-40/

Improving ASP.NET Performance

http://msdn.microsoft.com/en-us/library/ms998549.aspx

and this

http://www.ascentium.com/blog/crm/Post155.aspx

Best practices in plug-in development

http://blogs.msdn.com/crm/archive/2008/11/18/member-static-variable-and-thread-safety-in-plug-in-for-crm-4-0.aspx

Hidden privileges in System Roles

http://www.ascentium.com/blog/crm/Post454.aspx

Forcing Microsoft CRM 4.0 to clean up deleted records

http://www.ascentium.com/blog/crm/Post98.aspx

Customer Intelligence Article

Discusses Customer Relationship ABCs and the 360° customer view

http://www.bi-bestpractices.com/view-articles/4659

Microsoft Dynamics CRM Internet Facing Deployment Configuration tool

http://support.microsoft.com/kb/948779

Microsoft Dynamics CRM 4.0 Internet Facing Deployment Scenarios

http://www.microsoft.com/downloads/details.aspx?FamilyID=3861e56d-b5ed-4f7f-b2fd-5a53bc71dafc&displaylang=en

Close an Opportuntity using SDK

From here: http://msdynamicscrm-e.blogspot.com/2008/12/close-opportunity-via-sdk.html

opportunityclose close = new opportunityclose();
close.opportunityid = new Lookup();
close.opportunityid.Value = targetOppId;

WinOpportunityRequest request = new WinOpportunityRequest();
request.OpportunityClose = close;
// Update the status code according to your environment
request.Status = 1;

crmService.Execute(request);

Hide a view using a CRM 4.0 plug-in

Here: http://msdynamicscrm-e.blogspot.com/2008/02/hiding-view-in-crm-40-using-plug-in.html

Dynamically change the name of a tab

From here: http://dmcrm.blogspot.com/2008/06/dynamically-changing-name-of-tab.html

Sets tab 4 name to name of primary contact:

var title = crmForm.all.primarycontactid.DataValue;

if(title != null)
{
document.all.tab4Tab.innerText = title[0].name;
}

Disable all form fields

from stunnware:

for (var index in crmForm.all) {
var control = crmForm.all[index];
if (control.req && (control.Disabled != null)) {
control.Disabled = true;
}
}

Enabling Fields in Bulk Edit Forms

here, here and here:
http://billoncrmtech.blogspot.com/2008/10/enabling-fields-and-events-in-bulk-edit.html
http://www.stunnware.com/crm2/topic.aspx?id=BulkEdit
http://support.microsoft.com/kb/949941

Set Currency to Pound Sterling

(from here: http://msdn.microsoft.com/en-us/library/cc468412.aspx)

Drop this into the onLoad form event:

var myCurrency = crmForm.all.transactioncurrencyid;

// Do Not overwrite an existing value that may be mapped.
if (myCurrency.DataValue == null)
{
// Create an array to set as the DataValue for the lookup control.
var lookupData = new Array();
// Create an object to add to the array.
var lookupItem= new Object();
// Set the id, typename, and name properties to the object.
lookupItem.id = '{0DC1106C-F686-DD11-A1E3-0019BBD28930}';
lookupItem.typename = 'transactioncurrency';
lookupItem.name = 'Pound Sterling';
// Add the object to the array.
lookupData[0] = lookupItem;
// Set the value of the lookup field to the value of the array.
myCurrency.DataValue = lookupData;
}

Programming Microsoft Dynamics CRM 4.0 Code Samples

Download the Programming Microsoft Dynamics CRM 4.0 code samples from here: http://www.microsoft.com/mspress/companion/9780735625945/

URL Addressable Forms and Views

from SDK:

http://msdn.microsoft.com/en-us/library/cc150850.aspx

How to imbed dynamic hyperlinks in CRM Workflow generated Emails

This is from http://blogs.javista.com. Note: It uses Windows Workflow Foundation.

here it is: http://blogs.javista.com/2008/12/19/workflow-e-mail-utilities/