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  • Blog Post: Change the lookup view on Many-to-Many relationship

    The N:N lookup view in CRM 4.0 is very basic: it only shows the primary field on the lookup entity. Say if you create a N:N relationship for Account and Contact, the lookup view looks like: It's not convenient if you want to see more details of the lookup records. So, how can we change it? How about...
  • Blog Post: Build a handy Dynamics CRM development environment

    Last month, Sonoma Partners and Microsoft had an very useful article for CRM developers: Setting Up Your Development Environment , I have abstract it into Chinese version. In this post, I'd like to give my idea about how to build up a handy Dynamics CRM development environment. The typical situation...
  • Blog Post: CRM Filtered Lookup Multi

    I had some posts last year about the CRM Filtered Lookup, these technique are broadly used in the CRM community. The mysterious CRM Lookup (I) The mysterious CRM Lookup (II) The mysterious CRM Lookup (III) A few days ago, I saw a post on the Microsoft Dynamics CRM Chinese Forum about how to add filter...
  • Blog Post: CRM 4.0 : Field Level Security on Print form

    CRM 4.0 doesn't provide a true field level security, e.g.: If developers hide attributes/tabs for certain users using crmForm.all.filed.style.display = "none"; These users can still see the field if they Print the record(CRM print). I have submitted a feedback to Microsoft about it. There...
  • Blog Post: CRM 4.0 IFrame: Show Advanced Find Result View

    There are many people asked about: How to show the Advanced Find result view in an IFrame? Instead of building a custom aspx page(dynamically passing parameters, see Adi's solution ), I have another method to share if you don't need passing parameters into the query. 1. Build your Advanced Find...
  • Blog Post: CRM 4.0 IFrame: Show Entity's Associated View

    It's a common requirement to show entity's associated view(1:N, N:N) in IFrame, the below code works for both 1:N and N:N relationship, it also works on both On-Premise and IFD deployment. All you need to do is find out(IE Developer Toolbar) the ID of the associated link. The 1:N relationship...
  • Blog Post: Show both active and inactive records in the lookup view

    I had a post about how to return both active and inactive records in the Quick Find View . People then ask: how to show both active and inactive/deactivated records in the entity's Lookup View? CRM MVP Batistuta Cai already had a post about a plug-in solution . If the lookup entity is a system entity...
  • Blog Post: Get Entity/Attribute's Display Name from CRM database

    The Display Name for CRM Entity/Attribute is always a special case. In CRM 3.0, the Display Name is saved in the table: OrganizationUIBase , column: FieldXml . To get the Display Name for each attributes isn't an easy job. My approach was transfer the FieldXml column(NVARCHAR) into XML type, then...
  • Blog Post: CRM 4.0: Checkbox style Multi-Select Picklist

    CRM 4.0 doesn't have many out-of-box user controls, e.g: a mulit-select picklist. The standard CRM picklist can only save one value in the database, it's not easy to extend this functionality, in addition, you have to deal with the Advanced Find feature. You can make a picklist multi-selectable...
  • Blog Post: CRM 4.0 External Connector License

    It's very common to extend CRM to external users, however I saw many customers ask if they need license to do something. A External Connector License is used on: Available for • Professional Server • Enterprise Server Access License only – no additional software/licenses included Extends access to...
  • Blog Post: CRM 4.0 Get attribute value from entity's GUID using JScript

    Recently I have been asked many times about how to get attribute value from entity's GUID using JScript? The following code demonstrate how to get a user's internalemailaddress by giving user's GUID. *It has been modified to support multi-tenent deployment. alert(GetAttributeValueFromID("systemuser"...
  • Blog Post: Quick Find for Inactive Records

    CRM Quick Find Active [Entity] view only return active records. It's a common requirement to return both Active/Inactive records. I use a easy way to allow Quick Find view to return both Active/Inactive records, here it is (unsupported!): 1. Export the entity's customization to a xml file; 2...
  • Blog Post: Code: CRM 4.0 Dashboard Intergate with FusionCharts

    I have been asked many times through email/blog for sharing code about the CRM Dashboard with FusionChart integration. So I decide to extract some code and build a demo project to share, it's a simple work for demo, so please don't expect too much. :) The demo dashboard supports: • CRM 4.0, multi...
  • Blog Post: Ways to build up a CRM dashboard

    There are servel ways to build up a dashboard to integrate with Dynamics CRM. Let's take a look(projects I have done): 1. Windows Sharepoint Service (WSS 3.0) + Office web part In the previous version of WSS(v2.0), there is a free Office 2003 Add-in: Web Parts and Components , which is not available...
  • Blog Post: Customize the crmForm

    There are some useful crmForm customization skills which I want to share: 1. Change a filed label style /* change new_button field label style */ if (crmForm.all.new_button != null) { var field = crmForm.all.new_button_c; field.style.fontWeight = 'bold'; // change font to bold field.style.fontSize...
  • Blog Post: Double Click EmailAddress to Open in Outlook

    There is a question on Microsoft CRM Forum asking how to: Double Click EmailAddress to Open in Outlook I think it's worth to bring it here because it's also demonstrate how to send parameters in attachEvent method, so here is the answer: /* Double Click EmailAddress to Open in Outlook, put into...
  • Blog Post: FilteredView and CrmImpersonator?!

    I was curious about how to use FilteredView in the CrmImpersnator class for a IFD(Internet-Facing Deployment) solution? Thanks to David Jennaway who gave me a clue. Ok, the reason for that is because I'm building a CRM dashboard for an On-Premise/IFD CRM deployment. In order to use the Web services...
  • Blog Post: Change CRM 4.0 website port number after installation

    Microsoft has a KB to describe how to update the Microsoft Dynamics CRM Web site port after you install Microsoft Dynamics CRM 4.0 Today I had to change the port number from 80 to 5555, however after following those steps, I can't run CRM reports. In the event log, it says: Error 19968 Web service...
  • Blog Post: CRM 4.0 upgrade: There is already an object named 'AttributeTypes' in the database.

    This week I was helping a customer to upgrade their CRM 3.0 system to CRM 4.0. The upgrade pre-check looks fine with all passed, no errors, no warnings. But during the upgrade process, it first alert an error regarding C360, then I fix the problem, click the "Retry" button, it then generates...
  • Blog Post: CRM 4.0 E-mail access type bulk setting tool

    (Update: You can use CRM 4.0 Workflow to do it as well, it's up to you to choose which one you feel comfortable.) Microsoft Dynamics CRM 4.0 doesn't provide a tool for CRM User's email access type bulk setting. So I write this application to helping CRM Administrators for this purpose. It...
  • Blog Post: CRM 4.0 E-Mail Router for hosted Exchange

    I have a client who uses a hosted Exchange for their email system (also hosted AD) and my client uses CRM 4.0 On-Premise edition. So the CRM E-Mail Router solution is: Outgoing: local SMTP service, use local system account Incoming: hosted Exchange, use a service account which can access the remote Exchange...
  • Blog Post: CRM 4.0: Use JavaScript execute/call/launch CRM Workflow

    I have a question from my colleague: How to use JavaScript execute workflow in CRM 4.0? The question also repeats very often in CRM Forums , no answer so far. In CRM 3.0, Mitch Milam has described how to Launching a Workflow Rule from JavaScript , it works great. However, in CRM 4.0, the class: ExecuteWFProcessRequest...
  • Blog Post: Failure: The full-text indexes on the Microsoft Dynamics CRM database are not consistent with Microsoft Dynamics CRM 3.0 full-text indexes

    Last week I had a chance to help a London company to upgrade CRM 3.0 to 4.0. As you can see there are some warnings and error, I can easily fix all warnings instead of ignore them(in fact, most warnings are safe to ignored). The error is an interesting one, regarding Microsoft KB(927226), it’s a custom...