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  • Blog Post: CRM 4.0 - detach answered email from queue

    One of my customers requested following functionality - detach email from queue when email is answered. Solution consists of 2 parts - customization of email (addition of source email field and JavaScipt which will extract id of source email) and Plugin which will handle Send message. Add custom...
  • Blog Post: CRM 4.0 - Create new Organization failed with Exception: System.UnauthorizedAccessException: Access is denied

    I tried to create new organization at one test environment and I have got following error: I opened log and found there following information: 14:11:35| Error| Create new Organization (Name=Test, Id=e9586456-13cf-e011-bfc2-000c29d64722) failed with Exception: System.UnauthorizedAccessException...
  • Blog Post: CRM 4.0 - supported way to use stored procedures in reports

    It is written in SDK that it is possible to use Stored Procedures in reports and following article will describe how to do it. The first thing I should warn you about that it is totally unsupported to create own stored procedures in the database of CRM organization. So make it supported you have...
  • Blog Post: CRM 4.0 - how to set 'Filter On' filter to value 'All' for Activities/History

    This script is based on amazing article of Michael Holne and updated for CRM 4.0. Just insert following code to OnLoad event handler of form like contact and account. function OverrideClickHandler ( loadAreaId , comboname ) { var navElement = document . getElementById ( 'nav' + loadAreaId ) ;...
  • Blog Post: CRM 4.0 - function which returns current user lookup

    Just for quick access. GetCurrentUserLookup = function ( ) { var xml = "<?xml version='1.0' encoding='utf-8'?>" + "<soap:Envelope xmlns:soap='http://schemas.xmlsoap.org/soap/envelope/'" + " xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'"...
  • Blog Post: How to allow users to input allowed characters in Microsoft Dynamics CRM 4.0

    I have already posted here how to restrict user to input special characters to text fields. Following script will allow user to input only predefined symbols to text field. Add following script to OnLoad event handler: FilterCharacters = function ( fieldname ) { document . getElementById ( fieldname...
  • Blog Post: Rollup activities for custom entities in Microsoft Dynamics CRM 4.0

    Everybody who works with Microsoft Dynamics CRM know that it is possible to see activities for special entities like contact, account or opportunity but not for custom entities. I had task to develop such kind of functionality. I proposed easier solution - report but customer wanted to have all activities...
  • Blog Post: Error at the stage of creation of the task from plugin

    Today I had task to develop plugin which depends on internal logic had to create the task. I used following code inside plugin: ICrmService crmservice = context . CreateCrmService ( false ) ; task _task = new task ( ) ; _task . subject = " Task Subject " ; try { crmservice . Create ( _task...
  • Blog Post: CRM 4.0 - Assigning Case to Queue

    I had the task to assign case (incident) to queue. MSDN has good sample . But this sample didn't solved my problem because in my case not in all situations item was assigned to "In Progress" queue of user. Following code solved my problem. string fetchRequest = string . Format ( @"...
  • Blog Post: Queues - plugin which shows the count of items inside queue

    I developed the plugin to make it possible to see near the name of queue the total count of items inside it. But it doesn't work for Assigned and In-Progress (personal queues). The code of the plugin: using System ; using System . Collections . Generic ; using System . Text ; using Microsoft . Crm...
  • Blog Post: Record Record Counter for Microsoft Dynamics CRM 4.0 - version

    I published new version of record counter at the start of the year - http://a33ik.blogspot.com/2010/02/record-counter-for-microsoft-dynamics.html. Users who used it told me about several errors. Now those error are fixed and you can download latest version here: Also I changed the possibility to control...
  • Blog Post: Getting Longitude and Latitude using JavaScript for Microsoft Dynamics CRM 4.0 Part 3

    Several days ago I redeveloped geocoding solution . After several days new issues were found. So I decided to search other webservice which will solve this Geocoding solution and stopped at Bing Maps. First thing you have to do is to get key to work with Bing services. This can be done here - https:...
  • Blog Post: Getting Longitude and Latitude using JavaScript for Microsoft Dynamics CRM 4.0 Part 2

    In my previous post I've described how to make possible getting Longitude and Latitude. But chosen webservice was not able to resolve some of addresses. In this post I will describe how to get coordinates using Google API. RefreshCoords = function ( ) { var address = '' ; if ( crmForm . all...
  • Blog Post: Getting Longitude and Latitude using JavaScript for Microsoft Dynamics CRM 4.0

    I've developed this script for my customer - it gets longitude and latitude using webservise http://rpc.geocoder.us/ based on address. The Code: RefreshCoords = function ( ) { var address = '' ; if ( crmForm . all . address1_line1 . DataValue != null ) address = crmForm . all . address1_line1...
  • Blog Post: Extended handling of save event in forms with close dialog (like opportunitites)

    All developers who developed JavaScripts for CRM read this article . But there is no info about getting data from fields of "Close dialogue" (like opportunity close). I've made a little research on this theme and here is the result: First of all - when you close opportunity event.Mode equals...
  • Blog Post: Intergration Google Maps v.3 into Microsoft Dynamics CRM 4.0

    In this post I will describe how to integrate Google Maps v.3 with Microsoft Dynamics CRM 4.0 using IFrame customization. 1. I created simple html page with following code (I called this page MapIntegration.html): < html > < head > < meta name = "viewport" content = "initial...
  • Blog Post: Formatting datetime in workflows with custom workflow activity in Microsoft Dynamics CRM 4.0

    I've found one weird thing in workflows - when you insert datetime value inside text field you can't format it. Result of such inserting: I decided to develop custom activity which will give possibility to format those output. This activity has two inputs - datetime value to format (CrmDateTime...
  • Blog Post: Set default view for Service Calendar in Microsoft Dynamics CRM 4.0

    My customer asked me to set default view for Service Calendar to 'Facility/Equipment'. I haven't found any available supported solution for this task, so I decided to use unsupported approach - inserting JavaScript in page of Service Calendar. 1. You should open folder of Microsoft Dynamics...
  • Blog Post: How to bind CRM Data to GridView on custom ASP.Net page for Microsoft Dynamics CRM

    I have seen this article one of my colleague Hassan Hussain . I've decided to use other approach to bind data to GridView on custom ASP.Net page - instead BusinessEntitiesCollection I used Fetch. string fetch = @ " <fetch mapping= " " logical " " > < entity name...
  • Blog Post: Delete teams button in Microsoft Dynamics CRM 4.0

    There was question on AxForum - why it is not possible to delete team through interface. One of visitors - slivka_83 suggested to use SDK and Delete message. I've decided to make ISV.Customization which will add Delete button to Team grid. <Entity name = "team" > <Grid > <MenuBar...
  • Blog Post: CRM Usage Report

    One of customer wanted to have the possibility to see who and when was working in CRM. I knew that MVP David Jennaway had created such solution based on IIS's logs . No matter how I tried - I failed to implement it. Logs weren't written to log database. Also this approach doesn't work in...
  • Blog Post: Moving Reporting Services From 80 port to other

    One of my customers had following problem: SQL Server and Microsoft CRM were deployed on one server. CRM was deployed on 5555 port. Then Apache was deployed on this server on default port. After this action reports of CRM were broken (because RS works on default 80 port). I've fixed this issue using...
  • Blog Post: Record Counter for Microsoft Dynamics CRM 4.0: once more

    I've developed new version of record counter. Now it works not only for main grids of entities - now it works for associated views to. Results for associated views you can see at screenshots: Source code and complete dll you can download here: Plugin registration: Assembly: Execute step registration...
  • Blog Post: Custom workflow action which returns Opportunity Close object based on Opportunity object

    All data you've input into the CRM is stored in opportunityclose record when opportunity is closed. And this data is inaccessible from workflow designer because opportunityclose record is child record for opportunity. And I'll try to fix it. I will made it using custom workflow action. So the...
  • Blog Post: Making Description Field Required in Close Opportunity Dialog

    This is unsupported customization, so be careful. Open folder with your CRM website. Open SFA\opps subcatalog. Open dlg_closeopp.aspx file using notepad and find there following function: function applychanges ( ) { var retval = "" ; if ( actualend . DataValue == null ) { alert ( LOCID_CLOSE_DATE_NOT_SUPPLIED...