Tailoring CRM 2011 Forms to customer needs often brings unusual requirements. What can we do if the user wants to automatically scroll a tab to the top when is expanded? We can use this function:
April 30, 2013
April 18, 2013
Retrieve Entity Logical Name from a record GUID
In the case we have only an anonymous record GUID and we want to know which entity belongs, we can do a "brute force" attack against the CRM using the metadata information.
April 16, 2013
Get current user's full name with a synchronous call
An AJAX request can be made also synchronous, this can be useful when we want to make a simple and fast request inside CRM 2011.
In this example we will retrieve the full name of the current user and set the value to a custom field called "new_userfullname".
In this example we will retrieve the full name of the current user and set the value to a custom field called "new_userfullname".
April 8, 2013
Disable CRM 2011 Form Assistant for selected fields
the Form Assistant is a useful feature that allows to populate some lookup fields by providing a list on the right side of the form.
It's possible to disable completely the Form Assistant, but there is a way to disable the functionality only for some fields of the form?
To achieve this result we need to manipulate the DOM with JavaScript,
It's possible to disable completely the Form Assistant, but there is a way to disable the functionality only for some fields of the form?
To achieve this result we need to manipulate the DOM with JavaScript,
March 21, 2013
Retrieve fault entity IDs when performing ExecuteMultiple
One of the new features introduced inside CRM 2011 Update Rollup 12 is the ExecuteMultipleRequest message in order to perform bulk data operations. More information can be found at this address:
Use ExecuteMultiple to Improve Performance for Bulk Data Load
When the ContinueOnError property is set to true the service will not stop if there are faults, but how we can retrieve the fault entity IDs?
We need to rely on the RequestIndex property inside ExecuteMultipleResponseItem object, the RequestIndex indicates the corresponding request.
Use ExecuteMultiple to Improve Performance for Bulk Data Load
When the ContinueOnError property is set to true the service will not stop if there are faults, but how we can retrieve the fault entity IDs?
We need to rely on the RequestIndex property inside ExecuteMultipleResponseItem object, the RequestIndex indicates the corresponding request.
March 15, 2013
Dynamic navigation links using supported customizations
Consider for example the following scenario:
We need to add a link inside the left navigation panel to display an HTML Web Resource or an external URL, with CRM 2011 can easily done using the form editor as shown in the following figure
but is possible to build a dynamic URL? Yes, it is possible and more important can be done in a supported way.
We need to add a link inside the left navigation panel to display an HTML Web Resource or an external URL, with CRM 2011 can easily done using the form editor as shown in the following figure
but is possible to build a dynamic URL? Yes, it is possible and more important can be done in a supported way.
March 11, 2013
Converting HTML e-mail to plain text inside CRM 2011
E-mail activities inside CRM 2011 support HTML content (email's body is stored inside the field "description") as shown in this figure:
If is necessary to remove the html formatting to display only plain text, the following code can be used:
If is necessary to remove the html formatting to display only plain text, the following code can be used:
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