http://mapsforcrm2011.codeplex.com/- The best solution for "integrating" bing maps into CRM! I love the latitude get function!
Silverlight Application to show multiple entity records on Bing map. Idea is to show records from any number of entities and provide user some additional capabilities(explained below). Also, the content displayed on the map is configurable.
http://crmvisualribbonedit.codeplex.com/
- I love it when it comes to hiding function from ribbon!
Visual Ribbon Editor is a tool for Microsoft Dynamics CRM 2011 that lets you edit CRM ribbons. This ribbon editor shows a preview of the CRM ribbon as you are editing it and allows you to easily modify the ribbon without needing to completely understand the underlying XML schema
http://crm2011autonumber.codeplex.com/
This is a solution for crm 2011 (hosted/on-premise) for autonumbering the configurated entity.
(For online use I pref: Auto-number-for-dynamics-crm-2011 from GAP)
Thursday, February 23, 2012
Friday, January 20, 2012
Custom Report for CRM 2011 Online tips and tricks
Hi, it's time to look at tips and tricks for custom Reporting Services report for CRM 2011 online!
- In this case we'll use FetchXML to connect to the CRM data! :)
Requirements:
A nice blog about installing + basic setup: FetchXML - BIDS install - CRM 2011
Please note the following limitations:
Part 1:
- Explaining how to setup the authentification to server
- Explaining hoe to get the fetchXML from CRM that you need.
- Showing the wizard and telling a bit tricks and tips
Part 2:
- Explaining Datasets and data sources
- Showing how to create parameters
- Basic GUI for reports
- In this case we'll use FetchXML to connect to the CRM data! :)
Requirements:
- Microsoft SQL Server 2008 or 2008 R2 Business Intelligence Development Studio (BIDS) installed
- Microsoft Dynamics CRM 2011 BIDS Fetch Extension installed
- Microsoft Dynamics CRM 2011 Online account
A nice blog about installing + basic setup: FetchXML - BIDS install - CRM 2011
Please note the following limitations:
- You cannot specify left outer joins – e.g. The following is not supported: “Select all Accounts who do not have a related Completed Appointment record”
- You cannot specify group by / sum queries – e.g. The following is not supported: “Select Account Name, count(*), sum(est. value) from Account Group By Account Name” – You can only select the records in detail and then perform the aggregation in your report. But…
- Fetch XML queries return a maximum of 5000 records.
Part 1:
- Explaining how to setup the authentification to server
- Explaining hoe to get the fetchXML from CRM that you need.
- Showing the wizard and telling a bit tricks and tips
Part 2:
- Explaining Datasets and data sources
- Showing how to create parameters
- Basic GUI for reports
Part 1:
Part 2:
Hope you found this usefull! :)
Friday, January 13, 2012
Several Basic Javascripts part 2
Hi, more basic javascripts!! Yes, we love them and hate them! Please read Several Basic Javascripts Part 1 aswell!
Get value of lookup: Xrm.Page.getAttribute("prefix_fieldname").getValue()[0].name
- read method as: get array 0's name (or Id)
Set Value of lookup:
var idValue = "2B0CDF21-7C04-E011-8ABA-00155D011B05"; //GUID of record
var textValue = "Prisliste"; //Name of record
var typeValue = "Pricelevel"; //Schema name of record entity
Xrm.Page.getAttribute("prefix_fieldname").setValue([{id: idValue, name: textValue, entityType: typeValue}]);
Show/hide section: Xrm.Page.ui.tabs.get(1).sections.get("Section_name").setVisible(false)
Set visible values: true or false
Tab value: number (1) or "name"
Section value: "name_of_section"
Show/hide field: Xrm.Page.getControl("prefix_fieldname").setVisible(false)
Set values: true or false
Show/hide tab: Xrm.Page.ui.tabs.get(5).setVisible(false);
Set Values: true or false
Set Require lvl: Xrm.Page.getAttribute("prefix_fieldname").setRequiredLevel('required');
Get length of string:
var oField = Xrm.Page.getAttribute("prefix_fieldname").getValue();
alert(oField.length);
Substract content of string:
var oField = Xrm.Page.getAttribute("prefix_fieldname").getValue();
alert(oField.substr(0,7);
Ex: "Consultancy" --> after substract: "Consult"
Set Focus:
Xrm.Page.getControl("prefix_fieldname").setFocus(true);
Hope you found this usefull! :)
Get value of lookup: Xrm.Page.getAttribute("prefix_fieldname").getValue()[0].name
- read method as: get array 0's name (or Id)
Set Value of lookup:
var idValue = "2B0CDF21-7C04-E011-8ABA-00155D011B05"; //GUID of record
var textValue = "Prisliste"; //Name of record
var typeValue = "Pricelevel"; //Schema name of record entity
Xrm.Page.getAttribute("prefix_fieldname").setValue([{id: idValue, name: textValue, entityType: typeValue}]);
Show/hide section: Xrm.Page.ui.tabs.get(1).sections.get("Section_name").setVisible(false)
Set visible values: true or false
Tab value: number (1) or "name"
Section value: "name_of_section"
Show/hide field: Xrm.Page.getControl("prefix_fieldname").setVisible(false)
Set values: true or false
Show/hide tab: Xrm.Page.ui.tabs.get(5).setVisible(false);
Set Values: true or false
Save: Xrm.Page.data.entity.save();
Optional params: "saveandclose" or "saveandnew"
Set Require lvl: Xrm.Page.getAttribute("prefix_fieldname").setRequiredLevel('required');
Get length of string:
var oField = Xrm.Page.getAttribute("prefix_fieldname").getValue();
alert(oField.length);
Substract content of string:
var oField = Xrm.Page.getAttribute("prefix_fieldname").getValue();
alert(oField.substr(0,7);
Ex: "Consultancy" --> after substract: "Consult"
Set Focus:
Xrm.Page.getControl("prefix_fieldname").setFocus(true);
Hope you found this usefull! :)
Etiketter:
CRM 2011,
Javascript CRM 2011
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