Embed SQL Server Reporting Services reports into your CRM forms

Hi,

There is a great article on How you can embed SQL Server Reporting Services reports into your CRM forms.
Click here to see the article.

Thanks,
Ash

Microsoft Dynamics CRM Demonstration Tools

Hi,

Microsoft Dynamics CRM Demonstration Tools (for Microsoft Dynamics CRM 4.0) has been released, which provide a simple user interface that allows you to easily enter and edit data to populate or modify your instance of Microsoft Dynamics CRM. It also allows you to load and store your data in XML format, so that you can reuse your data in the future.

You can download the tool from here.

Please note that these tools are for partner demonstrations only, and are not supported through Microsoft Technical Support.


Thanks

Invalid Argument error when Importing Customization in MS CRM 4.0

Hi,

Sometime you get the Invalid Argument error, when importing customizations from another instance.

The prime reason of this could be you have exported the customization file before published. You can always go back, publish the customization file and export-import again.

That should work most of the time. But did not work for me.

On importing the customization file, I was getting error Failure:<<relationship attrubute name>>: Invalid Argument. So i opened the exported xml file in notepad and searched for the Relationship Attrubute name, which will look something like
<entityrelationship name="<<Attrubute name>>">

In this section, you will have a section similar to the below

<field name="<<field name">> requiredlevel="none" imemode="auto" lookupstyle="single" lookupbrowse="0">
<displaynames />
</field>

Replace <displaynames />with
<displaynames><displayname description="<<Any description>>" languagecode="1033"></displaynames>

Now save the file and import again. It should work this time....

Also read the article on same issue http://mscrmuk.blogspot.com/2008/12/invalid-argument-error-when-importing.html .


Hope this helps...

Cheers.

Remove Add Existing button

HideAssociatedViewButtons(['Add Entity Name'],['Add record ID']);

function HideAssociatedViewButtons(leadAreaId, buttonTitles)
{
var navElement = document.getElementById('nav_' + loadAreaId);
if (navElement != null)
{
navElement.onclick = function LoadAreaOverride()
{
loadArea(loadAreaId);
HideViewButtons(document.getElementById(loadAreaId + 'Frame'), buttonTitles);
}
}
}

function HideViewButtons(iFrame, buttonTitles)
{
if (iFrame != null)
{
iFrame.onreadystatechange = function HideTitlesButtons()
{
if (iFrame.readystate == 'complete')
{
var iFrame = frames[window.event.srcElement.id];
{
var LiElements = iFrame.document.getElementsByTagName('li');
for (var j=0; j< buttonTitles.lenght; j++)
{
for (var i=0; i< liElements.length;i++)
{
if (liElements[i].getAttribute('title') == buttonTitles[j])
{
lielements[i].style.display ='none';
break;
}
}

}
}
}
}
}
}

CRM 4.0 outlook client performace issue

Hi,

Many of you must have encounterd CRM 4.0 outlook client performance issue. CRM in outlook client works very slowely and takes more than a min just to open a record.

There are various blogs and articles available on that. Microsoft has also launched a lot of patches to fix this issue. Reviewed this white paper, which provided a number of best practices for optimizing and maintaining Microsoft Dynamics CRM. But these patches and articles works for specific issues in crm for outlook client.

Recently i also had the same issue with all the users for a client. CRM works fine in web browser, but crawls in outlook client. I did a lot of research, tried all the hotfixes, unistall and reinstall CRM for outlook client many times. But nothing worked.

Then by chance i thought to look at the rgistery on the client machine as whats been created in MSCRMClient folder at HKEY_CURRENT_USER\Software\Microsoft\MSCRMClient and found that the value for ServerURL and WebAppURL keys was not correct.

I tried to browse the URL mentioned in these keys through web browser and guess what response was same as i was experiencing in outlook client. Very very slow.............Although it opened the application, but took a long time to open the default page.

Then i changed the URL in these keys to the actual CRM URL, we use to browse in web browser, restarted my outlook and CRM works like a treat. It was working same as it is working in web browser. This may not apply to everyone, but worth checking these two key values on client machine.

May be this fix your problem too...

Add working days to a date

Hi,

when calculating the difference between 2 dates, you might only want to know the working days between those dates and not include the weekends..here is the code below to achieve that.

Pass the date and the no of days to add and it will return you the next date not including weekends.

function addWorkingDays(myDate,days) {
//myDate = starting date, days = no. working days to add.
var temp_date = new Date();
var i = 0;
var days_to_add = 0;
while (i < (days)){
temp_date = new Date(myDate.getTime() +
(days_to_add*24*60*60*1000));
//0 = Sunday, 6 = Saturday, if the date not
equals a weekend day then increase by 1
if ((temp_date.getDay() != 0) &&
(temp_date.getDay() != 6)){
i+=1;
}
days_to_add += 1;
}
return new Date(myDate.getTime() +
days_to_add*24*60*60*1000);
}

Cheers!!

Open CRM form from from a custom button using isv.confg

Hi,

Think, you have added a button on crm form using isv.config file. Now you might want to open a CRM form by clicking on that button.

Here is the code below to open a CRM form from a button in isv.config file. Add this code to button tag in isv.config file, change the ObjectTypeCode to the code for the record, you want to open. Once you click on the button, it will open the form for a new record to be created for the objecttypecode, you passed.


javascript=" function openbreach() { var ObjectTypeCode = '10025'; var EntUrlInfo = GetWindowInformation(ObjectTypeCode); var EntWindowFeatures = 'toolbars=0,width=' + EntUrlInfo.Width + ',Height=' + EntUrlInfo.Height + ',Left=10,top=90,resizable=yes'; var EtcQsParameter = (ObjectTypeCode > 9999)? '?etc=' + ObjectTypeCode : ''; var EntWindowUrl = '/' + ORG_UNIQUE_NAME + '/' + EntUrlInfo.Url + EtcQsParameter; var EntWindowName = 'Breach'; window.open( EntWindowUrl , EntWindowName , EntWindowFeatures ); } openbreach();"

Cheers!!

Change Regarding field for completed activities

Hi,

Many times, CRM users tend to complete the activities without setting the regarding field to appropriate record.
Once the activity is completed, then you have no choice other than to delete that activity and recreate with same information and then select the regarding field.

But there is another way of doing this. You can create a manual workflow in CRM for activites and the action would be to change the status of the activity to Open.

Once you published your workflow, you can open any completed activity, you will see a new button called "Run workflow". Click on that, it will show you a list of available workflows, select the workflow you just created and click OK.

Once the workflow is executed successfully, the status of the completed activity becomes active. Now you can change any value on the form, like set the regarding field and again close the activity.

Easy itn't it!! Happy googling......
Cheers.

MS CRM Email router errors

Hi,

Here is an article from Microsoft on variuos errors occur in CRM 4.0 email router.

https://community.dynamics.com/blogs/cscrmblog/archive/2009/01/08/troubleshooting-the-microsoft-dynamics-crm-e-mail-router.aspx

CRMDiscoveryService.asmx not found error when installing CRM 4.0 outlook client for enterprise edition

Hi All,

When you already have CRM 4.0 enterprise edition installed for one organisation and you add one more organisation to it and then try to install outlook client for this new organisation, then sometime you get
"You Organisation Name\MSCRMServices\2007\AD\CrmDiscoveryService.asmx not found" error.

To resolve this error, just create a new folder on the server with your new oeganisation name under "you CRM installation directory\Microsoft Dynamics CRM\CRMWeb" folder. and then copy the MSCRMServices folder under CRMWeb folder to this folder. So will have two MSCRMServices folders, one under CRMWeb folder and another under CRMWeb\you new organisationname.

Now try to install outlook client and you should be able to install this time without this error.