CRM 2011 Launch

I have installed CRM 2011 beta and liked it very much with the new enhancements and features.

dying to see it realeased in January 20th, 2011

https://community.dynamics.com/b/communityteam/archive/2010/12/13/global-virtual-launch-event-for-microsoft-dynamics-crm-2011-on-january-20th-2011-registration-open-amp-free.aspx

enjoy ;)

Microsoft Outlook is not set as the default mail client?

Today I install CRM Outlook on my Vista(with Outlook 2007), it gives me a strange error:"Microsoft Outlook is not set as the default mail client. Please set Microsoft Outlook as the default mail client from Control Panel\Internet Options\Programs, and then re-run the check."

I'm sure the Outlook is my default mail client, just in case I reset it again. but the error still exist! I'm aware of CRM always query Registry to get information in such cases, so open the default application key: HKLM\SOFTWARE\Clients\Mail, the Default value is Windows Live Mail, so change it to Microsoft Outlook, the error gone!

Thanks Jim

 

http://jianwang.blogspot.com/2008/10/microsoft-outlook-is-not-set-as-default.html 

WPC 2010 - Worldwide Partner Conference - July 11-15, 2010

WPC 2010 - Worldwide Partner Conference - July 11-15, 2010

Starting a Workflow from an Event Receiver - SharePoint 2007

Out of the Box there are only a few options to start a (custom) workflow. E.g. when an item is created or changed. This means that there are a lot of situations that a workflow is fired where it is not needed (often a workflow only needs to be started if a field has a specific value). Therefore we can write an event receiver to time better when a workflow is started. Below you find the code to start a workflow from your event receiver.

[code:c#]

public override void ItemUpdated(SPItemEventProperties properties)

{

if(YourCondition)

{

SPList parentList = properties.ListItem.ParentList;

SPWorkflowAssociation associationTemplate =

parentList.WorkflowAssociations.GetAssociationByName("Workflow Name",

new CultureInfo

(Convert.ToInt32(parentList.ParentWeb.RegionalSettings.LocaleId)));

SPSite siteCollection = properties.ListItem.ParentList.ParentWeb.Site;

siteCollection.WorkflowManager.StartWorkflow(properties.ListItem,

associationTemplate, String.Empty);

}

}

[/code]

CRM 4.0 Network Resource Image Control

As the name suggest this is an on-premise / VPN solution so consider if you need this to work across the web / IFD. The idea is to utilize a simple network share together with VB 6.0 Common Control Open Dialog which can be summoned using JavaScript. The nice thing about the Dialog is that it enables you to see files as thumbnails, set the initial directory and return the selected image path into a text attribute. That’s pretty much what you need to make this work.





You can add an ISV toolbar button to pop the dialog but I find that this solution works hand in glove with the text image button post I wrote a while ago.
Here is what is did in a nut shell:
Create a Add a new text attribute. I used the pager attribute on the contact form for the sake of this example.
Add a new Fixed Field 1:1 section to the contact form. This is done so the IFRAME
that displays the image will occupy half the screen.


Then add a the image IFRAME and pointed it to a default blank.jpg image.


Arrange the form attributes as you like … here is what I did.



Set the path attribute to read-only so selection is possible only when using the dialog.
Add the following code to the contact on load event box.

And Finally create a network share anywhere on the server and set appropriate user permission.



That’s it … pretty simple ah … feel free to comment.

TextHelperButton = function(fieldId)
{
    var fldButton = this;

    fldButton.Field = crmForm.all[fieldId];

    if (!fldButton.Field)
    {
        return alert("Unknown Field: " + fieldId);
    }

    fldButton.Click = null;
    fldButton.Image = new ButtonImage();
    fldButton.Paint = function()
    {
        var field_d = document.all[fldButton.Field.id + "_d"];
        if (field_d)
        {
            field_d.style.whiteSpace = "nowrap";
            field_d.appendChild(fldButton.Image.ToObject())
        }
    }

    fldButton.MouseOver = function()
    {
        event.srcElement.src = fldButton.Image.MouseOver;
    }

    fldButton.MouseOut = function()
    {
        event.srcElement.src = fldButton.Image.MouseOut;
    }

    function ButtonImage()
    {
        this.MouseOut  = "/_imgs/lookupOff.gif";
        this.MouseOver = "/_imgs/lookupOn.gif";
        this.Width = 21

        this.ToObject = function()
        {
            var img = document.createElement("IMG");
            img.onmouseover = fldButton.MouseOver;
            img.onmouseout = fldButton.MouseOut;
            img.onclick = fldButton.Click;
            img.src = this.MouseOut;

            var cssText = "vertical-align:bottom;";
            cssText+= "margin:1px;";
            cssText+= "position:relative;";
            cssText+= "right:" + (this.Width + 1) + "px";
            img.style.cssText = cssText;
            return img;
        }
    }
}

function OnCrmPageLoad()
{
 /* Build the Avatar path attribute Text Helper Button */
    var avaterBtn = new TextHelperButton("pager");
        avaterBtn.Click = SelectAvatar;
        avaterBtn.Paint();
    
     /* Set the avatar IFRAME when the form loads*/
     if (crmForm.all.pager.DataValue)
     {
  document.all.IFRAME_image.src = crmForm.all.pager.DataValue;
     }
}

function SelectAvatar()
{
     var dialog = new ActiveXObject("MSComDlg.CommonDialog");
     /* You may set the filter to only show image files */
     dialog.Filter = "All Files (*.*)";
     /* Point the dialog to the current (selected) image */
     dialog.FileName = document.all.IFRAME_image.src;
     dialog.MaxFileSize = 1024;
     dialog.ShowOpen();
 
     /* Save the readonly path attribute with the new file selection */
     crmForm.all.pager.DataValue = dialog.FileName;
     /* Force submit since this is a readonly attribute */
     crmForm.all.pager.ForceSubmit = true;
     /* Update the image iframe */
     document.all.IFRAME_image.src = crmForm.all.pager.DataValue;
}

OnCrmPageLoad();

Source: 
http://mscrm4ever.blogspot.com/2010/06/crm-40-network-resource-image-control.html

Show no. of open or closed activities (history) on the CRM form.

Hello all,
Have you ever wanted to see the total no. of outstanding/completed activities on a Case, Account, Opportunity, Contact etc..? 

Well now you can, simply add the following JavaScript code to the onLoad event of the entity, it will query the webservice and it will give you the exact count of open/closed activities.
Update: 9th March 2010 - I have updated the code below and tested.

// this code is to get the number of activities and historical activities.
var buXml = GetRegardingActivity();
if(buXml != null)
{
    var buNodes = buXml.selectNodes("//BusinessEntity/q1:statecode"); // CRM 4.0
    var iActivity = 0;
    var iHistory = 0;

    if(buNodes != null )
    {
        /*get values*/
        for( i = 0; i < buNodes.length; i++)
        {
            switch(buNodes[i].text)
            {
                case "Open" : iActivity++; break;
                case "Scheduled" : iActivity++; break;
                case "Completed" : iHistory++; break;
                case "Canceled" : iHistory++; break;
            }
        }

        if(document.getElementById('navActivities') != null)
        {
            document.getElementById('navActivities').getElementsByTagName('NOBR')[0].innerText = document.getElementById('navActivities').getElementsByTagName('NOBR')[0].innerText + " (" + iActivity + ")";
        }

        if(document.getElementById('navActivityHistory') != null)
        {
            document.getElementById('navActivityHistory').getElementsByTagName('NOBR')[0].innerText = document.getElementById('navActivityHistory').getElementsByTagName('NOBR')[0].innerText + " (" + iHistory + ")";
        }
    }
}

function GetRegardingActivity()
{
    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" xmlns:xsd="http://www.w3.org/2001/XMLSchema">" +
    GenerateAuthenticationHeader()  +
    " <soap:Body>" +
    "<RetrieveMultiple xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>"+
    "<query xmlns:q1='http://schemas.microsoft.com/crm/2006/Query'"+
    " xsi:type='q1:QueryExpression'>"+
    " <q1:EntityName>activitypointer</q1:EntityName>" +
    " <q1:ColumnSet xsi:type="q1:ColumnSet">" +
    " <q1:Attributes>" +
    " <q1:Attribute>statecode</q1:Attribute>" +
    " </q1:Attributes>" +
    " </q1:ColumnSet>" +
    " <q1:Distinct>false</q1:Distinct>" +
    " <q1:Criteria>" +
    " <q1:FilterOperator>And</q1:FilterOperator>" +
    " <q1:Conditions>" +
    " <q1:Condition>" +
    " <q1:AttributeName>regardingobjectid</q1:AttributeName>" +
    " <q1:Operator>Equal</q1:Operator>" +
    " <q1:Values>" +
    " <q1:Value xsi:type="xsd:string">" + crmForm.ObjectId + "</q1:Value>" +
    " </q1:Values>" +
    " </q1:Condition>" +
    " </q1:Conditions>" +
    " </q1:Criteria>" +
    " </query>" +
    "</RetrieveMultiple>"+
    " </soap:Body>" +
    "</soap:Envelope>" +
    "";

    var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");
    xmlHttpRequest.Open("POST", "/mscrmservices/2007/CrmService.asmx", false);
    xmlHttpRequest.setRequestHeader("SOAPAction","http://schemas.microsoft.com/crm/2007/WebServices/RetrieveMultiple");
    xmlHttpRequest.setRequestHeader("Content-Type", "text/xml; charset=utf-8");
    xmlHttpRequest.setRequestHeader("Content-Length", xml.length);
    xmlHttpRequest.send(xml);

    var resultXml = xmlHttpRequest.responseXML;
    return resultXml;
}
 

Source: http://mscrmblog.net/2009/05/18/show-no-of-open-closed-activities-history-on-the-crm-form/ 

Dynamics CRM4.0 : Recursive Workflow for Case Escalation