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All Tags » Microsoft CRM ( RSS)
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When you need to set fields disabled or readonly at runtime, you need to keep in mind the type of field you use. Setting a HTML input field is a simple line of Javascript, however, the type of CRM field you've chosen will have an impact on exact items you need to change at runtime.
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Mike Snyder and Jim Steger of Sonoma Partners have announced the availability of the sample chaper on Workflow from their upcomming new book titled “Working with Microsoft Dynamics CRM 3.0”. Just awesome!
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A common complaint I hear those who are more used to the modality of Windows-based CRM applications is the ability to loose yourself in the possibly many open MSCRM windows at a given time. The complaint stems from MSCRM’s web-based architecture which uses popup windows instead of reusing a common framed area. You could find yourself with many open windows as you click from the main CRM window, to an account, and then contact, and then some other sub entity...
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I posted before about the CRM Metadata Browser that can be used to see and document the various CRM entities. Another similar thing available is the ability to get the XSD schema for the CRM entities.
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Along the same lines as showing/hiding form fields and labels at runtime, it is often useful to change the text of field labels based on other events. This is an easy enough task which isn't really all that different than showing or hiding the label.
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Mitch Milam posted about the metadata browser that comes with CRM 3.0. This thing is just awesome. It gives you a more or less complete view of the schema for your MSCRM implementation. This is a great way to produce some quick and easy documentation about the metadata for your system.
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Arash Sichanie has an excellent post on using Javascript to access a web service from a CRM form. Great stuff. His example shows accessing a web service to get the exchange rate between USD and the selected currency type.
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If you haven't yet seen the spoof case study for MSCRM "Lemonade Stand", it is definitely worth checking out.
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Something that makes any web application a great one IMO is making it behave like a windows app as much as possible. Making a web application behave the way you'd expect a windows app to behave is what will get you a huge buy-in from end-users. The MSCRM client is no different. I think it is important to take every opportunity to make things happen the same way you would in a windows application.
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There are many times that you might want to determine the form type at runtime. This can be a fairly common task since many actions on a form might need to behave differently depending on whether the form is in “Create” more or “Update” mode.
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In yet another attempt to use up every bit of free time I have left, I've decided to start up another blog dedicated to MS CRM development.
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