Neil McDonald's Dynamics 365 Blog

Archive for the ‘CRM 2011’ Category

Dynamics CRM 2011 beta setup

with 6 comments

I’ve created a short video guide for setting up the Dynamics CRM 2011 on-premise beta. I installed all of the services on to the same virtual machine, so some of the things done will not reflect best practices. The whole installation (excluding Windows setup and updates) took took just over an hour but I’ve tried to cut as many of the progress bars as possible.

Before I started recording, I installed Windows Server 2008 with SP2 and all available updates. I also turned off UAC and the Windows firewall.

If the video below does not work, please try here. Be sure to watch it in full screen HD, otherwise the quality is not great.

Written by neilmcd

Sep 13, 2010 at 12:08 am

Posted in CRM 2011

Tagged with , ,

CRM 2011 Beta

leave a comment »

The official Dynamics CRM 2011 beta website has just been put live. Head on over to http://offers.crmchoice.com/CRM2011Beta-Landing and register for the official software download and beta forums.

There are also a lot of demo videos to give you an overview of the new features. I’m really looking forward to the new dashboards and can’t wait to get started with the beta!

Edit: The download page is here

Written by neilmcd

Sep 9, 2010 at 11:32 am

Posted in CRM 2011

Tagged with

Set age based on date of birth

with one comment

Dob_js

I had a requirement to set an ‘Age’ attribute based on the contents of the Date of Birth field on Contacts. The below script in the On Save, On Load or On Change will do this.

Note: You will need to change the “birthdate” and “new_age” field names to the relavant fields on your form.

CRM 2011


function calcBirthday() {
if(Xrm.Page.getAttribute("birthdate").getValue() != null)
{
var now = new Date(); //get today's date
var birthday = Xrm.Page.getAttribute("birthdate").getValue(); //get the dob value
var diff = now.getMonth() - birthday.getMonth();  //have they had their birthday already this year?
var age; //use to store age

if (diff == 0) //if birthday is this month, compare the days instead
{
diff = now.getDate() - birthday.getDate();
}

if(diff > -1) //if they've had a birthday this year
{
age = now.getFullYear() - birthday.getFullYear();
}
else //if they have not had a birthday yet this year
{
age = now.getFullYear() - birthday.getFullYear() - 1;
}

Xrm.Page.getAttribute("new_age").setValue(age.toString()); //set the new_age attribute
}
}

CRM 4


function calcBirthday(){
if(crmForm.all.birthdate.DataValue != null)
{
var now = new Date(); //get today's date
var birthday = crmForm.all.birthdate.DataValue; //get the dob value
var diff = now.getMonth() - birthday.getMonth();  //have they had their birthday already this year?
if (diff == 0) //if birthday is this month, compare the days instead
{
diff = now.getDate() - birthday.getDate();
}

if(diff > -1) //if they've had a birthday this year
{
var bd1 = now.getFullYear() - birthday.getFullYear();
crmForm.all.new_age.DataValue =bd1.toString(); //set the new_age attribute
}
else //if they have not had a birthday yet this year
{
var bd2 = now.getFullYear() - birthday.getFullYear() - 1;
crmForm.all.new_age.DataValue =bd2.toString();
}
}
}

Written by neilmcd

Jul 16, 2010 at 11:07 am

Posted in CRM 2011, CRM 4

Tagged with ,

CRM 5 at WPC 2010

leave a comment »

Microsoft_crm_familiar_view

Microsoft have released the hour long Worldwide Partner Conference 2010 session on Dynamics CRM 5 (now officially called Dynamics CRM 2011). You can watch the video here.??

They also announced the Dynamics Marketplace,??which is a place for partners to share applications and extensions with the rest of the Dynamics community.

Both the Dynamics Marketplace and CRM 2011 beta should be available in September 2010.

Written by neilmcd

Jul 15, 2010 at 7:57 pm

Posted in CRM 2011

Tagged with ,