Microsoft Dynamics CRM 2011 Notebook

Ø  Microsoft Dynamics CRM 2011 Notebook

http://madcomputerist.blogspot.in/2011/06/new-features-in-microsoft-dynamics-crm.html

 

 

Thanks & Regards,

K V SambasivaRao

 

CRM 2011 Main Videos Link:

CRM 2011 Main Videos Link:

 

http://channel9.msdn.com/Series/DynamicsCRM2011

http://slowxrm.blogspot.in/2012/01/more-than-100-videos-dedicated-to.html

 

Thanks & Regards,

K V SambasivaRao

 

MS CRM 2011 video Tutorials...

MS CRM 2011 video Tutorials...

Hi , Got some video tutorial links, its really good and helpfull in MS CRM 2011.

Item, Category	URL
Introduction to Dynamics CRM 2011 Training Kit	http://channel9.msdn.com/Series/DynamicsCRM2011/Introduction-to-CRM-2011-Training-Kit/player/
Solutions - Introduction	http://channel9.msdn.com/Series/DynamicsCRM2011/Solutions-Introduction/player/
Solutions - Managed and UnManaged	http://channel9.msdn.com/Series/DynamicsCRM2011/Solutions-Managed--UnManaged/player/
Solutions - Publishing	http://channel9.msdn.com/Series/DynamicsCRM2011/Solutions-Publishing/player/
Solutions - Data Modeling	http://channel9.msdn.com/Series/DynamicsCRM2011/Solutions-Data-Modeling/player/
Charts in MS CRM	http://channel9.msdn.com/Series/DynamicsCRM2011/Visualizations-Charts/player/
Field Level Security	http://channel9.msdn.com/Series/DynamicsCRM2011/Field-Level-Security/player
Client jQuery and oData	http://channel9.msdn.com/Series/DynamicsCRM2011/jQuery--oData/player/
Role based UI	http://channel9.msdn.com/Series/DynamicsCRM2011/Role-based-UI/player/
Dashing Dashboards	http://channel9.msdn.com/Series/DynamicsCRM2011/Visualizations-Dashboards/player/
Dynamics Marketplace	http://channel9.msdn.com/Blogs/girishr/Listing-your-app-in-the-Dynamics-Marketplace/player/
LINQ Provider	http://channel9.msdn.com/Series/DynamicsCRM2011/LINQ-Provider/player/
oData endpoint	http://channel9.msdn.com/Series/DynamicsCRM2011/oData-endpoint/player/
Plugins - Introduction	http://channel9.msdn.com/Series/DynamicsCRM2011/Plugins-Introduction/player/
Plugins - Registration and Diagnostics	http://channel9.msdn.com/Series/DynamicsCRM2011/Plugins-Registration--Diagnostics/player/
Processes - Dialogs	http://channel9.msdn.com/Series/DynamicsCRM2011/Processes-Dialogs/player/
Processes - Introduction	http://channel9.msdn.com/Series/DynamicsCRM2011/Processes-Introduction/player/
Processes - Performance and Versioning	http://channel9.msdn.com/Series/DynamicsCRM2011/Processes-Performance--Versioning/player/
Processes - Workflow	http://channel9.msdn.com/Series/DynamicsCRM2011/Processes-Workflow/player/
SharePoint and CRM	http://channel9.msdn.com/Series/DynamicsCRM2011/SharePoint--CRM/player/
Silverlight and CRM - Part 1	http://channel9.msdn.com/Series/DynamicsCRM2011/Silverlight--CRM-Part-1/player/
Silverlight and CRM - Part 2	http://channel9.msdn.com/Series/DynamicsCRM2011/Silverlight--CRM-Part-2/player/
Upgrading from CRM 4.0 to CRM 2011	http://channel9.msdn.com/Series/DynamicsCRM2011/Upgrading-from-CRM-40-to-CRM-2011/player/
User Experience(UX) Extensibility - Intro	http://channel9.msdn.com/Series/DynamicsCRM2011/UX-Extensibility-Intro/player/
User Experience(UX) Extensibility - Client Scripting	http://channel9.msdn.com/Series/DynamicsCRM2011/UX-Extensibility-Client-Scripting/player/
User Experience(UX) Extensibility - Filtered Lookups	http://channel9.msdn.com/Series/DynamicsCRM2011/UX-Extensibility-Filtered-Lookups/player/
User Experience(UX) Extensibility - Ribbon	http://channel9.msdn.com/Series/DynamicsCRM2011/UX-Extensibility-Ribbon/player/
User Experience(UX) Extensibility - WebResources	http://channel9.msdn.com/Series/DynamicsCRM2011/UX-Extensibility-WebResources/player/
WCF Web Services Introduction	http://channel9.msdn.com/Series/DynamicsCRM2011/Web-Services-WCF-Endpoint-Intro/player/
WCF - Entity Class and Querying	http://channel9.msdn.com/Series/DynamicsCRM2011/Web-Services-Entity-Class--Querying/player/
Azure AppFabric and CRM	http://channel9.msdn.com/Series/DynamicsCRM2011/Azure-AppFabric--CRM/player/
Windows Azure and CRM	http://channel9.msdn.com/Series/DynamicsCRM2011/Windows-Azure--CRM/player

 

 

Thanks & Regards,

K V SambasivaRao

 

A List of Excellent CRM blogs

The first blog on the list would have to be Metaphorix CRM experts very own blog

Hosks Dynamic CRM 2011 blog

I might have to change the name either in 2012 or when Microsoft release the new version of CRM.

Microsoft Dynamics Team Blog

Customer Effective Blog

A CRM Riff

PowerObjects Blog

Microsoft Dynamics Team Blog

Customer Effective Blog

A CRM Riff

I would also add a few more blogs to that list

http://inogic.blogspot.com/

http://nishantrana.wordpress.com/

http://weblogs.asp.net/gayanperera/default.aspx

http://crm.davidyack.com/

 

 

Thanks & Regards,

Venkata SambasivaRao Kesanam |MS CRM Trainee | Mobile: +91 9052623520 | E-Mail: vkesanam@technobrainltd.com

# II & III  Floor, S.V.SQUARE, Road No.36, Jubilee Hills, Hyderabad, India | Website: www.technobraingroup.com

  

 

 

Complete CRM 2011 Vedio Link:

Complete CRM 2011 Vedio Link:

 

http://community.dynamics.com/product/crm/crmtechnical/b/crmbusiness/archive/2012/02/02/crm-2011-excellent-video-resources-crm-2011.aspx?ref=rc-a

 

Thanks & Regards,

K V SambasivaRao

 

CRM 2011 Developer Kit Most Important

 

http://www.microsoft.com/en-us/download/details.aspx?id=23416

 

Thanks & Regards,

K V SambasivaRao

 

For Complete Mat(Very Important)

http://crmstuff.blogspot.in/search/label/JavaScript

 

 

Thanks & Regards,

K V SambasivaRao

 

CRM 2011 Vedios Link

http://www.axem.com.au/SupportResources/VideosMicrosoftCRM2011.aspx

 

Thanks & Regards,

K V SambasivaRao

 

MS CRM from Chrome

Open MS CRM in Chrome using this chrome app


With this tiny app you can open and use MS CRM in google Chrome, all you need to do is install this app https://chrome.google.com/webstore/detail/miedgcmlgpmdagojnnbemlkgidepfjfi


Then in new Chrome tab click on the blue IE icon on right side whichi will open site in IE mode from Chrome and then


write your CRM url, enjoy CRM with Chrome, like Browney and Chocolate ! I have also observed though any new


window like a record or customisations views will eventually pop up IE windows but you can still browse the main


page of CRM in Chrome


As you can see below, I have applied some fancy theme to my Chrome to make it more believable that its actually MS CRM in google chrome browser :

 

 

Thanks & Regards,

K V SambasivaRao

 

Free Tool Check How Many User Online What They're Reading Where They Come From

http://4rapiddev.com/internet/free-tool-check-how-many-user-online-what-theyre-reading-where-they-come-from/

Thanks & Regards,

K V SambasivaRao

 

Display User Current Location On Google Map

This article provides a simple HTML example which automatically detects the current location of the user based on the latitude/longitude then display a marker on the Google Map that is tied to latitude/longitude coordinates.

In order to get the user current location, we will use the Geolocation API which can return the latitude and longitude of the current user based on GPS or IP Address.

After that, we will need to add a marker(overlay) that is tied to the latitude/longitude coordinate on Google Map by using Google Map API.

 

<!DOCTYPE html>

<html>

<head>

<meta name="viewport" content="initial-scale=1.0, user-scalable=no" />

<style type="text/css">

        html { height: 100% }

        body { height: 100%; margin: 0; padding: 0 }

        #map_canvas { height: 100% }

</style>

<script type="text/javascript" src="http://maps.googleapis.com/maps/api/js?sensor=false&libraries=places">

</script>

<script type="text/javascript">

        if (navigator.geolocation) {

               navigator.geolocation.getCurrentPosition(success);

        } else {

               alert("Geo Location is not supported on your current browser!");

        }

        function success(position) {

               var lat = position.coords.latitude;

               var long = position.coords.longitude;

               var myLatlng = new google.maps.LatLng(lat, long);

               var myOptions = {

                       center: myLatlng,

                       zoom: 10,

                       mapTypeId: google.maps.MapTypeId.ROADMAP

               };

               var map = new google.maps.Map(document.getElementById("map_canvas"), myOptions);

               var marker = new google.maps.Marker({

                       position: myLatlng,

                       title:"lat: " + lat + " long: " + long

               });

               marker.setMap(map);

        }

</script>

</head>

<body>

        <div id="map_canvas" style="width:100%; height:100%"></div>

</body>

</html>

 

 

Thanks & Regards,

K V SambasivaRao

 

Jscript Reference for Microsoft CRM 2011

Most common tasks javascript in CRM 2011

Index:

• Lookups
• Text fields
• Option Set
• Bits
• Date fields
• Frecuent form tasks
• Get Context data
• Call form events
• Pop records

Get GUID value from lookup

1	var primaryContactGUID = Xrm.Page.data.entity.attributes.get("primarycontactid").getValue()[0].id;

Get Text value from lookup field

1	var primaryContactName = Xrm.Page.data.entity.attributes.get("primarycontactid").getValue()[0].name;

Set value in Lookup field

1	// Set the value of a lookup field
2	function SetLookupValue(fieldName, id, name, entityType) {

 

3	if (fieldName != null) {
4	var lookupValue = new Array();

 

5	lookupValue[0] = new LookupControlItem(id, entityType, name);
6	Xrm.Page.getAttribute(fieldName).setValue(lookupValue);

 

7	}
8	}

Get value from text field

1	var MainPhone = Xrm.Page.data.entity.attributes.get("telephone1").getValue();

Set value in text field

1	var Name = Xrm.Page.data.entity.attributes.get("name");
2	Name.setValue("mytext");

Split Full Name into First and Last Names

1	function PopulateNameFields() {
2	var ContactName = Xrm.Page.data.entity.attributes.get("customerid").getValue()[0].name;

 

3	var mySplitResult = ContactName.split(" ");
4	Xrm.Page.data.entity.attributes.get("firstname").setValue(mySplitResult[0]);

 

5	Xrm.Page.data.entity.attributes.get("lastname").setValue(mySplitResult[1]);
6	}

Get the numeric value from Option Set

1	var AddressType = Xrm.Page.data.entity.attributes.get("address1_addresstypecode").getValue();

Get the text value from Option Set field

1	var AddressType = Xrm.Page.data.entity.attributes.get("address1_addresstypecode").getSelectedOption().text;

Set value in Option Set

1	var AddressType = Xrm.Page.data.entity.attributes.get("address1_addresstypecode").setValue(1);

Get value from Bit field

1	Xrm.Page.data.entity.attributes.get(fieldname).getValue();

Get value fro Date field

1	return Xrm.Page.data.entity.attributes.get("createdon").getValue();

Get the day, month and year parts from a Date field

01	function FormatDate(fieldname) {
02	var d = Xrm.Page.data.entity.attributes.get(fieldname).getValue();

 

03	if (d != null) {
04	var curr_date = d.getDate();

 

05	var curr_month = d.getMonth();
06	curr_month++; // getMonth() considers Jan month 0, need to add 1

 

07	var curr_year = d.getFullYear();
08	return curr_date + "-" + curr_month + "-" + curr_year;

 

09	}
10	else return null;

 

11

}

Set date into Date field

1	//Today's date
2	Xrm.Page.data.entity.attributes.get("new_date1").setValue(new Date());

 

3
4	//Next week

 

5	Xrm.Page.data.entity.attributes.get("new_date2").setValue(new Date(today.setDate(today.getDate() + 7)));
6

 

7	//Set the Time portion of a Date Field
8	Xrm.Page.getAttribute(attributeName).setValue(new Date().setHours(8, 30, 0)) //today at 8:30

Change Requirement Level to fields

1	Xrm.Page.data.entity.attributes.get("address1_addresstypecode").setRequiredLevel("required");
2	Xrm.Page.data.entity.attributes.get("address1_addresstypecode").setRequiredLevel("none");

Disable a field

1	Xrm.Page.ui.controls.get("address1_addresstypecode").setDisabled(true);

Force Submit the Save of a Disabled Field

1	// Save the Disabled Field
2	Xrm.Page.data.entity.attributes.get("new_date1").setSubmitMode("always");

Show/Hide a field

1	Xrm.Page.ui.controls.get("name").setVisible(false);

Show/Hide a field based on a Bit field

1	var ExistingCustomerBit = Xrm.Page.data.entity.attributes.get("new_existingcustomer").getValue();
2	if (ExistingCustomerBit == false)

 

3	Xrm.Page.ui.controls.get("customerid").setVisible(false);
4	else

 

5	Xrm.Page.ui.controls.get("customerid").setVisible(true);

Show/Hide a nav item

1	Xrm.Page.ui.navigation.items.get("navContacts").setVisible(false);

Show/Hide a Section

1	Xrm.Page.ui.tabs.get("tab0").sections.get("general").setVisible(false);

Show/Hide a Tab

1	Xrm.Page.ui.tabs.get("tab0").setVisible(visible);

Determine which fields on the form are dirty

1	var attributes = Xrm.Page.data.entity.attributes.get()
2	for (var i in attributes)

 

3	{
4	var attribute = attributes[i];

 

5	if (attribute.getIsDirty())
6	alert("attribute dirty: " + attribute.getName());

 

7
8	}

Refresh a Sub-Grid

1	Xrm.Page.ui.controls.get("target_grid").refresh();

Change the default entity in the lookup window of a Customer or Regarding field
Note: I am setting the customerid field’s lookup window to offer Contacts (entityid 2) by default (rather than Accounts). I have also hardcoded the GUID of the default view I wish displayed in the lookup window.

1	document.getElementById("customerid").setAttribute("defaulttype", "2");
2	var ViewGUID= "A2D479C5-53E3-4C69-ADDD-802327E67A0D";

 

3	Xrm.Page.getControl("customerid").setDefaultView(ViewGUID);

Determine the Form Type
Note: Form type codes: Create (1), Update (2), Read Only (3), Disabled (4), Bulk Edit (6)

1	var FormType = Xrm.Page.ui.getFormType();

Get the GUID of the current record

 

1	var GUIDvalue = Xrm.Page.data.entity.getId();

Get the GUID of the current user

1	var UserGUID = Xrm.Page.context.getUserId();

Get Security Roles from the current user

1	Xrm.Page.context.getUserRoles()

Determine the CRM server URL

1	var serverUrl = Xrm.Page.context.getServerUrl();

Save the form

1	Xrm.Page.data.entity.save();

Save and close the form

1	Xrm.Page.data.entity.save("saveandclose");

Close the form
Note: the user will be prompted for confirmation if unsaved changes exist

1	Xrm.Page.ui.close();

Pop existing lookup window from field

1	window.document.getElementById('new_existingcase').click();

Pop an existing CRM record

01	//Set features for how the window will appear
02	var features = "location=no,menubar=no,status=no,toolbar=no";

 

03
04	// Get the CRM URL

 

05	var serverUrl = Xrm.Page.context.getServerUrl();
06

 

07	// Cater for URL differences between on premise and online
08	if (serverUrl.match(/\/$/)) {

 

09	serverUrl = serverUrl.substring(0, serverUrl.length - 1);
10	}

 

11
12	window.open(serverUrl + "/main.aspx?etn=incident&pagetype=entityrecord&id=" + encodeURIComponent(IncidentId), "_blank", features, false);

Pop the Create form of a CRM record type

01	//Collect values from the existing CRM form that you want to default onto the new record
02	var parententity = Xrm.Page.getAttribute("from").getValue();

 

03
04	//Set the parameter values

 

05	var extraqs = "&title=New Case";
06	extraqs += "&customerid=" + parententity.id;

 

07	extraqs += "&customeridname=" + parententity.name;
08	//if you need to send parameters from personal entities this parameter send it without type

 

09	extraqs += "&customeridtype=contact";
10

 

11	//Set features for how the window will appear
12	var features = "location=no,menubar=no,status=no,toolbar=no";

 

13
14	// Get the CRM URL

 

15	var serverUrl = Xrm.Page.context.getServerUrl();
16

 

17	// Cater for URL differences between on premise and online
18	if (serverUrl.match(/\/$/))

 

19	serverUrl = serverUrl.substring(0, serverUrl.length - 1);
20

 

21	//Pop the window
22	window.open(serverUrl + "/main.aspx?etn=incident&pagetype=entityrecord&extraqs=" + encodeURIComponent(extraqs), "_blank", features, false);

Pop Dialog from a ribbon button

01	var DialogGUID = "128CEEDC-2763-4FA9-AB89-35BBB7D5517D";
02	var serverUrl = "https://avanademarchdemo.crm5.dynamics.com/";

 

03	serverUrl = serverUrl + "cs/dialog/rundialog.aspx?DialogId=" + "{" + DialogGUID + "}" + "&EntityName=lead&ObjectId=" + sLeadID;
04	PopupCenter(serverUrl, "mywindow", 400, 400);

 

05	window.location.reload(true);
06

 

07	function PopupCenter(pageURL, title, w, h) {
08	var left = (screen.width / 2) - (w / 2);

 

09	var top = (screen.height / 2) - (h / 2);
10	var targetWin = window.showModalDialog(pageURL, title, 'toolbar=no, location=no, directories=no, status=no, menubar=no, scrollbars=no, resizable=no, copyhistory=no, width=' + w + ', height=' + h + ', top=' + top + ', left=' + left);

 

11

}

 

 

Thanks & Regards,

K V SambasivaRao