Saturday, February 27, 2010

Creating Custom Buttons in CRM Toolbars

To Create Custom Button in the CRM 4.0 Toolbar, you need to export the ISV.config file and under Entities node you need to add the following XML for your targeted entity i.e. new_project

<Entity name="new_project">
<ToolBar ValidForCreate="0" ValidForUpdate="1">
<Button Icon="/_imgs/ico_18_debug.gif" JavaScript="ConvertToProject();">
<Titles>
<Title LCID="1033" Text="Convert To Project" />
</Titles>
<ToolTips>
<ToolTip LCID="1033" Text="Convert To Project" />
</ToolTips>
</Button>
<ToolBarSpacer />
</ToolBar>
</Entity>


where ConvertToProject(); is the javascript function you want to execute on the button click and it should be defined in your form onload


One more thing, you need to add the clients in system setting > Customization tab  to see the samples from ISV.

enjoy :)

Change the Attributes, Sections and Tabs Colors in CRM 4.0

To change the color, bac for the CRM control (Attribute, Section or Tab), you just need to get the control and set the property you want:

document.getElementById('new_name').style.background= 'red';

or visibility:
document.getElementById('new_name').style.display= 'none';

or width
document.getElementById('new_name').style.width= '100';


Wednesday, February 10, 2010

Error: Invalid User Authorization. The user authentication passed to the platform is not valid

If you receive this error in CRM 4.0, defintely it's a Rollup update and Active Directory Issue.

I've seen this with CRM 4.0 and Windows Server 2008 R2

I had this error and googled it and found a lot of posts, some of them comparing the users in the config db with the organization db, others asking for restarting the Microsoft CRM Asynchronous Processing Service

Nothing of the posted solutions worked with me, so I uninstalled the rollup update 7 and it's working fine.

so I tried it with Rollup updates 8,7,6,5,4,3

Only Rollup update 3 solved all my problems and worked like a charm.

Update: Make sure to give the network service user crm read role on the organization and configuration databases.