Neil McDonald's Dynamics 365 Blog

Archive for the ‘CRM 4’ Category

Update Rollup 12 for Dynamics CRM 4

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Microsoft have released Update Rollup 12 for Dynamics CRM 4. As usual it contains the normal batch of bug fixes, but importantly, it also adds rule deployment wizard support for Exchange 2010. Read more about the update here

Written by neilmcd

Jul 30, 2010 at 2:03 pm

Posted in CRM 4

Free CRM 4 HTML Email Campaigns

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Dynamics CRM 4 does not come with the ability to compose HTML emails. This limits what can be done via marketing campaigns and email templates. There are companies who have created various addons and accelerators for this. Most give marketing stats and pretty graphs, but they are very expensive and do more than you need in many cases.

If you are looking to just send out a HTML email and do not care about click through rates etc then this free option should help. You’ll need a HTML editor and a web site where you can host a web page and some images.

First of all, you need to create your HTML email in you HTML editor.

Mark1

Read the rest of this entry »

Written by neilmcd

Jul 26, 2010 at 3:41 pm

Posted in CRM 4

Tagged with ,

Dynamics CRM spell checking

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Spelling

Sending important emails containing spelling errors is unprofessional. Unfortunately, Dynamics CRM does not come with spell check functionality.

The Google toolbar includes a built in spell checker which, when combined with tabbed browsing, makes spell checking CRM emails easy.You’ll need to follow my guide to enable tabbed browsing and also install the Google toolbar. Once it’s installed, just click on the spell check button when writing an email and any spelling mistakes will be highlighted and suggestions given.

There are a variety of accelerators that can add this functionality but I have yet to find one for free.

Thanks to Craig for the suggestion!

Written by neilmcd

Jul 20, 2010 at 10:58 am

Get past the 250 records per page limit

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Screen_shot_2010-07-18_at_17

Dynamics CRM 4 only allows users to view a maximum of 250 records per page within a view. This can be quite limiting when you need to run an on demand workflow against thousands of records.

There are 2 ways to get around this limit. The Microsoft supported solution is to use a plugin as described here. The unsupported and more risky workaround (and what I did…) is to update the organisation database directly as below.

UPDATE UserSettingsBase SET PagingLimit=1000 WHERE SystemUserId IN(Select SystemUserId from SystemUserBase WHERE FullName = 'neil mcdonald')
Screen_shot_2010-07-18_at_17.57.36.png.scaled1000

If using the SQL method, I recommend that you change it back to 250 rows or less once you’ve accomplished your tasks, as this is not supported by Microsoft and could cause errors with future updates.

Written by neilmcd

Jul 18, 2010 at 4:43 pm

Posted in CRM 4

Tagged with , ,

Set age based on date of birth

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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 ,

IE8 crashing when using picklists in Advanced Finds

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I’ve been having an issue where IE8 would crash when trying to use picklists in advanced finds (see below example).

It may not be a common issue, but I posted it on the MS partner forums and got the below response which has fixed it for me, so hopefully it will help someone else out too!

Edit AdvFind.aspx and add the following code. AdvFind.aspx can be found in the CRM web directoryAdvancedFind

NOTE: The code needs to be added right below function window.onload(){

<% if (Request.Params["AutoRun"] != "False")
{
%>
if (location.href.indexOf("?") > 0)
location.href = location.href + "&AutoRun=False";
else
location.href = location.href + "?AutoRun=False";
<%
}
%>

Written by neilmcd

Jul 14, 2010 at 10:05 am

CRM pop-ups in new tabs

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2crms

With Internet Explorer, you have the option to open all pop ups in a new tab rather than a new window. I find this works great for CRM, particularly when working inside different organisations. I can keep my development organisation and all pop ups in one IE instance and my live instance in another. You can find the option to do this under IEToolsInternet Options and click the Settings button under the Tabs section on the General tab.

Tabbed

Written by neilmcd

Jul 12, 2010 at 1:15 pm

Posted in CRM 4, Misc

Tagged with ,