CRM 2011 Navigation UI Record Counter

This solution allows you to display the total number of active records related to the current record on the left hand navigation pane. You can download this tool from Codeplex

Microsoft Dynamics CRM 2011 Instance Adapter

Microsoft Dynamics CRM 2011 Instance Adapter provide MS CRM 2011 for synchronizing to data between two Microsoft Dynamics CRM 2011 organizations. To know more information on the Instance Adapter, Click Here

File upload control for MS CRM 2011

This application provide MS CRM 2011 for adding a custom control for File Uploading purpose inside the forms, by using the features of MS CRM itself.. The tool is available on CodePlex

Iconator for Microsoft Dynamics CRM

This application eases the customization of custom entities icons in Microsoft Dynamics CRM 2011. It has been developed by Lloyd Sebag and Tanguy Touzard and is provided for free. The tool is available on CodePlex

Metadata Document Generator for Microsoft Dynamics CRM 2011

Metadata Document Generator for Microsoft Dynamics CRM 2011 is a great tool for documentation of MS CRM 2011. For more information and download,visit the following Codeplex site

Features

• Wizard style application
• Connect to all type of Dynamics CRM 2011 deployments
• Select entities to include in workbook/document
• Possibility to select which attributes to include in documentation
• Select language output for entity/attribute display name if multiple language pack are installed
• Generate MS Excel workbook or MS Word document

 Screenshots

Application

 

Generated Excel workbook

Generated Word document

CRM 2011 Lookup Preview

This tools provide to  detail information about Lookup record, user can see more detail information, click it and open Lookup details form. Although this serves the purpose, it’s still an extra click that user have to make to see the details of Lookup field. For more information and download,visit the following Codeplex site

Silverlight CRM Attachment Image

The Silverlight CRM Attachment Image leverages the REST End Point to provide a simple way to add a changable image to a CRM 2011 form/entity using a Silverlight application. The image is stored in the notes, leveragin core CRM. For more information and download, visit the following Codeplex site

CRM 2011 Excel Data Model Addin

This excel Add-Id helps to customize CRM 2011 entities schema. 
All the customizations are made using CRM webservices reading the schema information from excel sheets. 

The idea is to keep all the information of the crm entities in an excel sheet and use the sheet as source for customize a crm application with all the common utilities provided by excel.
The excel sheet is far more faster than the classic crm web interface to manipulate entity, for example with crm excel add-in you can add option-set values in less time avoiding the annoying web interface.


For more information and download, visit the following site

CRM2011 User Settings Utility

CRM2011 User Settings Utility will makes it easier to update the user settings for multiple users from one location. Administrators can pick a group of users and set their default page , time zone, default calendar, records per pages, start and end time for a working day with few clicks. For more information and download, visit the following page

CRM 2011 Timeouts and Limits

There are few limitations of CRM 4.0 and Microsoft CRM 2011 like  Excel Export, Data Import, Sub-Grid’s On The Form, Query Result Set Limit and etc. To resolve these problems visit the following site. 

New Xrm.Utility Functions in Update Rollup 8 for Microsoft Dynamics CRM 2011 and Microsoft Dynamics CRM Online

Rollup 8 for Microsoft Dynamics CRM 2011 was released in May but I have seen some new client-side JavaScript functions that were added to open entity forms and web resources. 

openEnityForm

Use to open an entity: Xrm.Utility.openEntityForm(name,id,parameters)

openWebResource

Opens an HTML web resource: Xrm.Utility.openWebResource(webResourceName,webResourceData,width, height)

For more information visit the following site

Microsoft Dynamics CRM 2011 Custom Code Validation Tool

The purpose of this tool is to assist customers and partners of Microsoft Dynamics CRM identify potential issues with their custom JavaScript in JavaScript libraries and HTML web resources.  The Microsoft Dynamics CRM Q4 2012 Service Update will include significant changes in the web application in order to be able to support a variety of browsers such as Safari, Chrome, and Firefox.  When using JavaScript code in Dynamics CRM, it is possible that some code will stop working or cause an error when you upgrade. For more information see Resolve Breaking Script Issues When Upgrading to the Next Release of Microsoft Dynamics CRM.

Download: Microsoft Dynamics CRM 2011 Custom Code Validation Tool

CRM Web UI with iPad Simulator

MS Dynamics CRM 2011, new update brings the ability to use the MS CRM 2011 web user interface in a variety of browsers including Safari on the Iphone and iPad. With this new supportability, comes a set of challenges for developing, testing and in some cases demoing the solutions that developers build on MS CRM 2011.

For more information visit the bellow link

:http://blogs.msdn.com/b/crm/archive/2012/05/29/resolve-breaking-scr....

Regards.

İncrease the Maximum Records export to Excel in CRM 2011 - 4.0

To increase the exported records in ms crm follow the below steps

·         Open SQL Mangement Studio

·         Go to the <organization>_MSCRM database

·         Open the OrganizationBase table

·         Find the column – MaxRecordsForExportToExcel

·         Change the value to the new value, you wants to increase.

Maximum record limit is exceeded. Reduce the number of records Error

To avoid "Maximum record limit is exceeded. Reduce the number of records Error" increase the AggregateQueryRecordLimit value.

To change the AggregateQueryRecordLimit value go to MSCRM_Config  --> DeploymentProperties  and update AggregateQueryRecordLimit, , you wants to increase

LinkedIn for Microsoft Dynamics CRM Installation Guide

• The solution only works with Microsoft Dynamics CRM 2011, online and on-premise.
• You will need to be a System Administrator to import and configure the solution.
• Importing and configuration should take about 15 minutes.
• You will need a LinkedIn account. Join now.
• You will need to sign your team up for LinkedIn Sales Navigator or higher plan.
• You will need to enable JavaScript in your browser. If you are using IE7, you will need to have Flash Player 9.0 or above installed.
• You will need to disable your pop-up blocker in IE.

For more information visit http://www.linkedin.com/static?key=installation_guide_dynamics

CRM 2011 ERD(Entity relationship diagrams) Designer

The CRM 2011 ERD Designer is a Silverlight 4 application that is packaged as a Managed CRM 2011 Solution. This tool allows you to build ERD (Entity relationship diagrams) that are dynamically updated based on the published CRM entities and Fields; you can create/edit/remove entities and fields from the ERD designer. The tool allows also printing the diagrams.

For download or more information visit the codeplex

MS CRM Multiple Attachment Download

Microsoft Dynamics CRM 4.0 currently does not have a built in way for CRM Administrators to Export multiple attachments from the database and store it on a local directory on the Server or the local PC. This application allows you to do so.

Screenshot
The following is a screenshot of the first version of this application:



for download or more information visit the codeplex

Q2 2012 Service Update Beta released

Q2 2012 Service Update Beta  is available on Microsoft Connect site. Please follow the link below to get access.
https://connect.microsoft.com/site687/InvitationUse.aspx?ProgramID=7663&InvitationID=crnb-FJTQ-QPB3

Setting a user lookup with the current user with Javascript in MS CRM 2011

If you want to get current user id in MS CRM 2011 form you can use following script: Xrm.Page.context.getUserId()

For setting  a user lookup for logged in user use following script
function SetUserInfo() {
 var context;
 var serverUrl;
 var UserID;
 var ODataPath;
 context = Xrm.Page.context;
 serverUrl = context.getServerUrl();
 UserID = context.getUserId();
 ODataPath = serverUrl + "/XRMServices/2011/OrganizationData.svc";
 var retrieveUserReq = new XMLHttpRequest();
 retrieveUserReq.open("GET", ODataPath + "/SystemUserSet(guid'" + UserID + "')", true);
 retrieveUserReq.setRequestHeader("Accept", "application/json");
 retrieveUserReq.setRequestHeader("Content-Type", "application/json; charset=utf-8");
 retrieveUserReq.onreadystatechange = function () {
 retrieveUserReqCallBack(this);
 };
 retrieveUserReq.send();

}

function retrieveUserReqCallBack(retrieveUserReq) {
if (retrieveUserReq.readyState == 4 /* complete */) {

if (retrieveUserReq.status == 200) {
 var retrievedUser = this.parent.JSON.parse(retrieveUserReq.responseText).d;
 if (retrievedUser.FullName != null)

var setUservalue = new Array();
 setUservalue[0] = new Object();
 setUservalue[0].id = Xrm.Page.context.getUserId();
 setUservalue[0].entityType = 'systemuser';
 setUservalue[0].name = retrievedUser.FullName;

Xrm.Page.getAttribute("from").setValue(setUservalue)
 }

else {

 }
 }
}

MS CRM 2011 Canceling the Save operation

To stop the save event in Javascript s use the following javascript on save event of form.

function Form_onsave(executionObj)

{

    var shouldSave = true;

    if (shouldSave)

    {

        alert("You can not save!");

        executionObj.getEventArgs().preventDefault();

    }

}

 Note: The pass execution context as first parameter checkbox is very important to this process. Without it, it will not work.

MS CRM 2011 & 4.0 How to set up a lookup using Javascript

Javascript for MS CRM 2011

var value = new Array();
value[0] = new Object();
value[0].id = id;
value[0].name = textvalue;
value[0].entityType = typevalue;
Xrm.Page.getAttribute("fieldname").setValue(value);


Javascript for MS CRM 4

var value = new Array();
value[0] = new Object();
value[0].id = id;
value[0].name = textvalue;
value[0].typename = typevalue;
crmForm.all.fieldname.DataValue = value;

MS CRM 2011 Problem with stored procedure call from plugin

I got following error when I call stored procedure from my plugin. "The timeout period elapsed prior to completion of the operation or the server is not responding."
There are two solutions for this error:
1) Call the SP from outside a transaction in the PreValidation.
2) Register plugin to Async Pipeline.

MS CRM 2011 Optionset Value Using Javascript

var OptionSet = Xrm.Page.data.entity.attributes.get("Optionsetattribute");

var SetValue = OptionSet.getValue();

var SetText = OptionSet.getText();

CRM 2011 Visual Ribbon Editor

Visual Ribbon Editor is a tool for Microsoft Dynamics CRM 2011 that lets you edit CRM ribbons.  This ribbon editor shows a preview of the CRM ribbon as you are editing it and allows you to easily modify the ribbon without needing to completely understand the underlying XML schema.

Main Features:

* Connects to CRM Online or On-Premise (on-premise should work but hasn't been tested)
* Edit entity ribbons or application ribbons.
* View a preview of the ribbon while editing as it will look in CRM.
* Add new custom buttons to existing groups.
* Add new custom groups to existing tabs.
* Define button text, tooltip, images. and appearance.
* Define button actions, enable rules, and display rules.
* Hide system buttons.
* Quickly save the ribbon back to CRM

For more information visit the CodePlex

ForceSubmit in MS CRM 2011 Javascript

in MS CRM 4.0 to force the CRM system to submit the form data on disabled fields.

 crmForm.all.[fname].ForceSubmit = true;  

But in CRM 2011, the method is changed to

 Xrm.Page.getAttribute([fname]).setSubmitMode("always");  

File upload control - MS CRM 2011

MS CRM 2011, adding a custom control for File Uploading purpose inside the forms, by using the features of MS CRM itself.

It gives you flexibility of extension control, label configuration etc.

For more information visit the CodePlex

Dynamics XRM Tools BETA 1.0

 BETA
Dynamics XRM Tools brings you a quality range of applications that provide a useful set of features to enhance your experience while using and developing against Microsoft Dynamics CRM 2011. The toolset consists of a Silverlight application framework that provides a central location for accessing the tools and you simply import the managed solution into CRM to begin working with it.

Currently available tools include

• OData Query Designer
• Metadata Browser
• CRM 4 to CRM 2011 JavaScript Converter
• Trace Tool (on premise only)
• Statistics

For more information visit  http://dynamicsxrmtools.codeplex.com/

About Dynamics XRM Tools

The Dynamics XRM Tools project provides a modular framework for hosting Silverlight applications within a single shell.

A joint effort started by Rhett Clinton MVP and CRM Guru Ramon Tebar has produced an extensible application framework that allows additional tools to be developed and included as a part of the toolset. Rhett's original CRM tools have been ported to the new framework and additional tools have already been created with more in development.

Last edited Today at 5:49 PM by RhettClinton, version 12