Here are some tricks for form customization in MS CRM 4: 1. To add a tooltip to a custom field with some text:- crmForm.all.new_attribute_c.title = “Add the text here.”; 2. To get more than 8 Tabs on a Microsoft CRM Form:- Go to C:\Program Files\Microsoft CRM Server\CRMWeb\Tools\FormEditor find your formeditor.aspx and edit. Find the variable […]

Developing Iframe for Offline:- a) While implementing Iframe custom web pages cannot function offline because the Internet connection is absent:So Iframe wont work in the below scenarios and the best solution is to notify the user with a friendly message or have the IFrame detect whether the user is offline and redirect the user to […]

Offline Navigation : a) In MS CRM we can customize navigation area and menu items by ISV Config ans Sitemap.We can use the “Client” attribute on an ISV Config or SiteMap node to configure which Microsoft Dynamics CRM clients display the customization. This is useful if we only want our custom navigation element to show […]

MS CRM Plug-ins development for offline solutions: Plug-in- A “MS CRM plug-in” is a custom code which is intended to be executed when specific actions (events) happen on a certain Microsoft CRM entity. Things to consider  for plug-ins development offline: 1.The plug-in should be deployed to the database instead of the file system so that […]

While communicating to CRM Online 2011 using the SDKs,the developers need to take the Server timezone factor into account else It might throw a timestamp exception. In one of my projects, I encountered the following issue while communicating with a CRM Online 2011 Server. “The security timestamp is stale because its expiration time (‘2011-09-05T11:24:24.000Z’) is […]

One can customize a Microsoft CRM form using javascript with lots of ease.   Navigate to Go To ->Settings ->Customization Select Customization Entities Double Click on the entity that is needed for customization. Click on Forms and Views and then double click on Form Select Form Properties from Common Task panel. It will open up […]

It is quite easy to create an account in MS CRM using its interface but, if there is a need, it can also be achieved programmatically using its web services. This is helpful in situations where one doesn’t have the access to the MS CRM Server. But one needs to add the following web service […]

One can easily retrieve the MS CRM entities including the customized one using web services. For this the following web services needs to be referenced from visual studio .Net. URL: http://<servername>:<portnumber>/MSCRMServices/2007/AD/CrmDiscoveryService.asmx?WSDL Web Reference Name: CrmSdk.Discovery URL: http://<servername>:<portnumber>/MSCRMServices/2007/CrmServiceWsdl.aspx Web Reference Name: CrmSdk Dim dt As New DataTable Dim dc1 As New DataColumn Dim dc2 As New […]

MSCRM by default doesnot provide any control for multiple selection.. To make this happen we have to go for customization. The following code snippet in java script replaces the ShipCode picklist control in Account form with a Multi-Select Checkbox Style Picklist control. var ShipCode = crmForm.all.address1_shippingmethodcode; ShipCode.style.display = “none”; var addDiv = document.createElement(“<div style=’overflow-y:auto; height:100px; […]