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Archive for June, 2010

29
Jun

How-to series: Create a custom report (part 3)

Okay now, I’ve already dealt with the basics of custom report creation (see Part 1 & Part 2 on this blog) so now I’m going to show you how to create a report from scratch for displaying the service activities in an other way.

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24
Jun

My workflows do not run anymore…or why you don’t want to rename an OU in a production environment!

Well, this is kind of a weird problem that got a hold on me for almost a week: my client wanted to rename the organization on the production environment, after 2 months of work (which is, IMO, a wrong thing to do).

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21
Jun

WordPress 3.0 installed successfully!

Yup, today is a big day: WordPress 3.0 is finally out and the upgrade was flawless!

I only had to update my theme for the new capabilities, and voilà, everything is as smooth as silk :-)

15
Jun

How useful are the workflows?

Well, this might be an interesting question after all…

My client wanted me to update one field (a bit field) on more than 400 contacts, and I didn’t want to convert the Excel file into a CSV because of the special characters involved, so I looked towards the workflows instead.

And this is very helpful since you can always specify the fields you want to update on the target entity; then you select one or more records and you apply the new workflow, supposing you created a “On-demand” workflow, and TADA…you’re done!

10
Jun

How-to series: Easily debug your CRM JavaScript code in IE8

Well, as a lot of you may know it, you can put your own JavaScript code in the forms or fields events (OnChange, OnLoad & OnSave events).

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10
Jun

Set a datetime field to current date

Of course you can find it using Google or Bing, but for the sake of it, here is the code you need to use in the form’s OnLoad() event to set the default value to the current date in a datetime field on Microsoft CRM :

var CRMFORMTYPE_CREATE = 1;
var CRMFORMTYPE_UPDATE = 2;
var CRMFORMTYPE_READONLY = 3;
var CRMFORMTYPE_DISABLED = 4;
var CRMFORMTYPE_BULKEDIT = 6;

switch (crmForm.FormType)
{
    case CRMFORMTYPE_CREATE:
        crmForm.all.YOURFIELD.DataValue = new Date();
        break;
    case CRMFORMTYPE_UPDATE:
    case CRMFORMTYPE_READONLY:
    case CRMFORMTYPE_DISABLED:
    case CRMFORMTYPE_BULKEDIT:
        break;
}

9
Jun

Update Rollup 11

Ah… didn’t see that one coming :-)

http://blogs.msdn.com/b/crm/archive/2010/06/04/update-rollup-11-for-microsoft-dynamics-crm-4-0.aspx

Thanks to this update, the icons will be correctly placed in my Outlook 2010 !

1
Jun

Why can’t I see the resources in the resource groups?

Here is a small hint for all of you who want to see and browse the resources linked to a resource group, since it took me a while to figure it out (no, I’m not using the predefined “Schedule Manager” role).

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