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KnowledgeSync

BAM! Ok, Business Activity Monitoring. What is it? Business Activity Monitoring (BAM) has become the way that many companies are generating real return from their Enterprise Applications and Business Process Modeling efforts. What BAM does is create a way for enterprises to identify and react to exceptions...

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ReadOnly and Disabled Fields

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. I personally like...

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Working with CRM 3.0 Sample Chapter Available

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! Download the sample chapter: Chapter 8 Workflow

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Easier Navigation with Browser Tabs

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...

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Getting XSD Schema for CRM Entities

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. As you drill into an entity from the metadata browser, you can simply change the directory in the URL...

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Changing Label Text at Runtime

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. You just get a reference to the td cell containing...

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CRM Metadata Browser

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. To access the...

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Accessing Web Services from CRM Forms

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: This code accesses a public web service to get the exchange rate between US$ and...

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Funny Lemonade Stand Case Study

If you haven't yet seen the spoof case study for MSCRM "Lemonade Stand", it is definitely worth checking out. Watch the Lemonade Stand video Via Ben Vollmer

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Hiding and Showing Fields at Runtime

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...

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