• Dynamic Clickable Email Hyperlink Dynamics CRM 2011 Workflow

      Paul Nieuwelaar, 25 June 2012

      In a previous blog post, I mentioned about using hyperlinks in workflows. The example I used was creating a hyperlink to the record using the record URL in the form assistant. In this post I will be showing how we can use this Hyperlink feature in workflows to create clickable hyperlinks that open a

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    • Hide Form Left Navigation JavaScript R8 Dynamics CRM 2011

      Paul Nieuwelaar, 17 June 2012

      Before CRM 2011 R8 was introduced, if you ever needed to hide the Form Navigation Pane using javaScript, the following 2 lines of code would allow you to do this by first hiding the crmNavBar element, then modifying the remaining form element to span over both columns of the table. USED BEFORE R8: /

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    • Dynamics CRM 2011 JavaScript Get Attribute from OnChange

      Paul Nieuwelaar, 10 June 2012

      When writing JavaScript for Dynamics CRM 2011, we often write functions that can be used multiple times, across different fields and entities. Because the field names are usually different, these variable names are often passed in as a parameter. This means each time we use the function we need to t

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    • Dynamics CRM 2011 Custom System Views for Sub Grids

      Paul Nieuwelaar, 06 June 2012

      In Dynamics CRM 2011 when adding a sub grid to a form, often the default view used is the ‘Active’ view, since the ‘Associated’ view is not available in sub grids, as you can only select Public views (Active/Inactive and Custom views). The problem here is that often the &lsqu

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    • Dynamics CRM 2011 Sub Grids with More Rows and Scroll Bar

      Paul Nieuwelaar, 17 May 2012

      In Dynamics CRM 2011 we have seen how useful Sub Grids can be to display related records in line with your form. This basically takes the associated view, and shrinks it into an easy to access grid on the form, allowing you to access all important data without requiring lots of clicks. When configur

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    • Convert Dynamics CRM 2011 DateTime to Server Local Time in a Plugin

      Paul Nieuwelaar, 11 May 2012

      In a previous post, I talked about setting Date/Time fields in plugins, and how Dynamics CRM 2011 stores all date fields as UTC time in the database. This means when setting dates to the current time, we must get the current UTC time instead of the Users or Servers Local Time. When we are retrieving

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    • Send Workflow Email from Executing User Dynamics CRM 2011

      Paul Nieuwelaar, 25 April 2012

      In Dynamics CRM 2011, we can create workflows that get triggered on create/update of records within our system. A common example is where a new Lead comes in, and a workflow is triggered (on create) which emails the Lead, sent from the Lead Owner. This kind of scenario is fine, as it makes sense for

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    • Refresh Opening Grid View from a Form in Dynamics CRM 2011

      Paul Nieuwelaar, 22 April 2012

      I was working on a project recently where we needed to use a custom Silverlight screen to deactivate a record, and then close the open form. This meant you were taken back to the ‘Open Records’ view where you first opened the record from. After deactivating the record using Silverlight,

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    • Script# (C# to Javascript) Meets Dynamics CRM 2011

      Paul Nieuwelaar, 05 April 2012

      If you haven’t already heard of Script#, it is basically C# that compiles into Javascript. You still use the Javascript language, such as document.getElementById, although it’s written using C# standards and regulations. You can write pages of C# code to perform your javascript needs, an

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    • Scheduling Work Hours and Business Closure Dynamics CRM 2011

      Paul Nieuwelaar, 14 February 2012

      In some of my previous posts I’ve looked at the benefits of Service Scheduling in Dynamics CRM 2011, including how to set up your service selection rules, and scheduling Service Activities. In this post I will be showing you how to configure your Working Hours for each User and Resource in your busi

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    • Service Scheduling Customer Preferences Dynamics CRM 2011

      Paul Nieuwelaar, 21 February 2012

      In one of my previous Service Scheduling posts on Scheduling Service Activities, I mentioned briefly about using Customer Preferences when scheduling a service activity using the scheduling engine. In this post I will be going into more detail around setting up the Service Preferences on a Customer,

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    • Disable Subgrids with Javascript in Dynamics CRM 2011

      Paul Nieuwelaar, 28 February 2012

      While customizing a form in Dynamics CRM 2011, you can set whether a field should be Read-Only or not, this is done through each of the field properties. This does not require any Javascript, and is useful when storing data that is automatically generated via a plugin or javascript, and which you do

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    • Coloured Priority Options on Activities Dynamics CRM 2011

      Paul Nieuwelaar, 04 March 2012

      In Dynamics CRM 2011 by default every Activity entity, including Tasks, Appointments, Phone Calls, and Emails have a ‘Priority’ Option Set which contains 3 options; Low, Normal, and High. This is just using a standard CRM Option Set, where the default option is ‘Normal’. This looks a little bit pla

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    • Bulk Update Records with Export/Import Dynamics CRM 2011

      Paul Nieuwelaar, 20 March 2012

      In this blog post I will be looking at easy it is to update massive amounts of records in Dynamics CRM 2011. The idea is, we have hundreds of records in our system, and now we want to update them with new data. We may have added a new field that we need populated, or we could be transferring data fr

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    • Set Date Time Field to Now in Plugin Dynamics CRM 2011

      Paul Nieuwelaar, 14 March 2012

      In Dynamics CRM 2011 when you are creating or updating records through a plugin, you will sometimes be required to set a date field to the current date and time of the plugins execution. There are two ways of doing this with a plugin. One method is using DateTime.Now, which will give you the local

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