Perfect, thanks Jerrry, this is exactly what I was looking for.
Forum Post: Re: What are the differences between Outlook 2007 vs. Outlook 2010 with CRM 2011
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Blog Post: Filter Sub-Grid Dynamics CRM 2011 Rollup 12 (Polaris)
If you have used JavaScript to filter results in a sub-grid using pre-rollup 12 version of Dynamics CRM 2011, then you’re going to face problems with the move to Rollup 12 and Cross Browser. The first, and most obvious problem is the ‘setParameter’ function used to set the new fetchXML no longer exists.
-(1).png?sfvrsn=2 "Filter Sub Grid Dynamics CRM 2011 Rollup 12 (Polaris) (1)")
Thankfully, Greg from Vitalogy commented on a blog post by Vishnu Turlapati on how to filter sub-grids before rollup 12 (using the deprecated ‘setParameter’). Greg explained what must now be done to get this working with rollup 12, which is to simply use ‘SetParameter’ instead of ‘setParameter’ (using an uppercase ‘S’).
We are also faced with another issue, in that ‘element.readyState’ is not supported cross-browser, so this needs to be removed. The complete updated code to use for rollup 12 versions of CRM cross-browser is below.
In this example, I’ve added an ‘accounts’ sub-grid to my Account form, to display all the Accounts that the Primary Contact is a Primary Contact of (which will obviously include the current account). This function can be added to the form OnLoad and Primary Contact field OnChange to ensure the sub-grid is updated when the Primary Contact changes as well.
NOTE: I’ve found it best to create a custom view to be used as the default sub-grid view; and to customize this view to display no results by default (using a filter such as: Name equals “X” and Name does not equal “X” – which will always return no results), this way you won’t see incorrect data initially on load before the JavaScript kicks in.
function filterSubGrid() {
var accountsGrid = document.getElementById("accounts"); //grid to filter
if (accountsGrid == null) { //make sure the grid has loaded
setTimeout(function () { updateSubGrid(); }, 2000); //if the grid hasn’t loaded run this again when it has
return;
}
var contactValue = Xrm.Page.getAttribute("primarycontactid").getValue(); //field to filter by
var contactId = "00000000-0000-0000-0000-000000000000"; //if filter field is null display nothing
if (contactValue != null) {
var contactId = contactValue[0].id;
}
//fetch xml code which will retrieve all the accounts related to the contact
var fetchXml = "<fetch version='1.0' output-format='xml-platform' mapping='logical' distinct='false'>" +
" <entity name='account'>" +
" <attribute name='name' />" +
" <attribute name='address1_city' />" +
" <attribute name='primarycontactid' />" +
" <attribute name='telephone1' />" +
" <attribute name='accountid' />" +
" <order attribute='name' descending='false' />" +
" <filter type='and'>" +
" <condition attribute='primarycontactid' operator='eq' uitype='contact' value='" + contactId + "' />" +
" </filter>" +
" <link-entity name='contact' from='contactid' to='primarycontactid' visible='false' link-type='outer' alias='accountprimarycontactidcontactcontactid'>" +
" <attribute name='emailaddress1' />" +
" </link-entity>" +
" </entity>" +
"</fetch>";
accountsGrid.control.SetParameter("fetchXml", fetchXml); //set the fetch xml to the sub grid
accountsGrid.control.refresh(); //refresh the sub grid using the new fetch xml
}
Credit to Greg from Vitalogy for discovering the new ‘SetParameter’ function, and credit to Vishnu Turlapati for writing the initial blog post for pre rollup 12.
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Forum Post: Re: A view that show customer and his related products
I'll try what you suggested and see if it works.
Thanks for the fast answer!
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Forum Post: Re: Where did my qualify window go with Polaris?
Chris we have the same problem using Online/Outlook version. I haven't found anything online to confirm a problem. It doesn't bring up the box or create anything at all when you click qualify. Suggestions?
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Forum Post: Re: crm dynamics 2011 products edit unit group
Sorry Video is not available in your post .
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Blog Post: ExecuteMultipleRequest Performance
I took to the latest CRM 2011 SDK to see for myself how much the new ExecuteMultipleRequest actually improves performance. It is indeed a huge optimization especially when loading thousands of records into your CRM environment.
For my test, I am creating 500 records using only CreateRequests and another test creating 500 records with one ExecuteMultipleRequest. I am also using CRM Online for this test and I used the CRM Online diag tool (https://orgurl/tools/diagnostics/diag.aspx) to find my latency to be 61ms.
Here is the first test. A method that loops 500 times, executing the CreateRequest for each loop.
![image]( "image")
Now for the next test. A method that loops 500 times creating a CreateRequest for each loop but only adding them to the Requests collection of the ExecuteMultipleRequest, which gets executed at the end of the method.
![image]( "image")
Then I used Stopwatch to display the time elapsed for each test.
![image]( "image")
As you can see below, the ExecuteMultipleRequest is a huge performance increase for CRM Online as it takes 1 minute and 31 seconds when individually creating 500 records and just 14 seconds when batching them together with the ExecuteMultipleRequest.
For more information and examples on using the ExecuteMultipleRequest, click here.
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Forum Post: Re: update issues
Ted,
Can you check if a currency field is available on the Lead form?
If not, re-add the field to the form and then try qualifying again.
Thanks.
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Forum Post: Re: Unable to enter opportunities due to info not being processed
What version of Internet Explorer are they using?
Do you see the same problem with Outlook?
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Forum Post: Re: Error with custom javascript code when retrieve Customer from Case
I think that i solve the problem.
I was making a big call to CRM with retrivemultiple unnecessarily, because I had the id of the entity.
The query was too long. what I did was spend retrivemultiple to retrieve and the error disappear.
But i still have another question. What better pratices to seek information from other fields that are in another entities and bring to current entity with javascript? how can you see I'm making a call like ajax.
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Forum Post: workflow scope
Hello - I had a question about workflow Scope in CRM. I read the following article online as a primer:
http://info.profad.com/bid/71873/Defining-Scope-using-Workflows-in-Microsoft-Dynamics-CRM-2011
It looks like "Organization" is the broadest scope. Is this the scope you set most often - ex - make sure the workflow always runs for all users across the organization?
What are some scenarios in which you require a more limited scope and how often do you find yourself needing to enforce a more limited scope for workflows?
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Forum Post: Re: CRM 2011 Rollup 12 Availability
Bob Stutz says in comments on Wednesday 23 Jan 2013 8:59 PM
on community.dynamics.com/.../update-on-microsoft-dynamics-crm-2011-update-rollup-12-release.aspx
"We’re completing our validation of the UR12 Server bits, and expect to announce their availability on the Download Center in the next few days.
Thank you for your patience."
you can watch his postings at https://community.dynamics.com/members/Bob-Stutz/default.aspx
I hope they can improve how they notify the Dynamics CRM community in the future.
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Forum Post: Re: Leads can't get qualified
Gus, Mine is doing the same exact thing Randy stated below. I am not sure how to add the currency field without doing a full edit on the form. BUT... willing to learn if you think that is what will make it work.
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Forum Post: Re: configure workflow question
Hi Andrew,
In order to edit a workflow, it has to be owned by you. So you should use Assign to assign it to you. Then you have to deactivate it to edit it. After you make the changes, then you would Activate it again.
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Blog Post: Improve Client Relations with Case Management Strategies and your CRM Dashboard
What is Case Management and why do I need it? Case Management refers to any type of project, transaction, service or client problem that has a beginning, an end, and some type of resolution. The key factors include the critical need for multiple people to access the same data, to track and capture all client interaction, and to have the ability to access all information at any time in a timely manner. Using Case Management strategies ensures that your entire team will have the ability to respond promptly to ensure client satisfaction.
In today’s world – clients can communicate with your company in multiple ways – phone, email, the web, or even snail mail. The Case Management Dashboard provides a system that empowers your team to capture all pertinent data, communications and transactions per client in one place.
What does the Case Management Process look like?
- Customized fields set up to capture key client information as designated by your company.
- Ability to pull data and content from multiple external sources.
- Ability to assign tasks to key employees.
- An automated follow-up process to ensure customer satisfaction.
At P2 Automation – we’ve put together this simple video called Tracking Customer Cases on your CRM Dashboard. In this video, we’ll show you how we display active customer issues on our main Dashboard screen, and how we can view additional cases with the click of a mouse. We’ll also show you how we can assign ownership of the issue to another employee or team.
Microsoft Dynamics CRM is a simple and powerful tool that we use at P2 Automation on a daily basis to track our inbound and outbound communications, automate sales activities, and to manage our marketing and case management process. In simple terms, Microsoft CRM empowers organizations to manage the entire relationship cycle – from lead, to prospect, to client, and eventually to ongoing client management.
P2 Automation is a Connecticut Microsoft Dynamics CRM Partner.
Improve Client Relations with Case Management Strategies and your CRM Dashboard is a post from: CRM Software Blog
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Blog Post: What Value Does Microsoft CRM Mapping Integration Provide For My Business?
When the first generation of mapping integration was introduced into CRM, it would simply plot both your and your customer on a map. With a couple of clicks you could print and take custom driving directions with you on the road. That was useful a decade ago, but GPS and smart phones are now mainstream, and those old methods are obsolete.
So why do companies like Google and Microsoft continue to develop and promote a mapping integration?
A good CRM mapping integration can be a useful tool to help you better understand your data. Similar to dashboards, mapping integrations have given businesses an alternate way to digest their data.
Have you ever gone numb looking at pages of reports loaded with numbers, only to realize that you can get a better grasp on the information with a few intuitive visuals?
Let’s pretend that I’m an account manager who supplies promotional materials for retail stores. We’ve implemented Microsoft CRM, and plugged in our map integration. We also built a KPI that aggregates sales data and sets an Account rating.
I’ve noticed that one of my stores has a “F” rating, but why?
Then, I’ll select my Accounts and click Map Accounts
My map shows me something very interesting… See the roads that are highlighted Red? This is part of the built in Real Time Traffic feature in Bing Maps.
I can see heavy traffic that passes right by my successful retail stores:
Let’s switch the map to 3D view and take a look around:
I can see that all of my successful stores border Rowan University, and are strategically located between the campus and the dorms. They must see a ton of student foot traffic! I now have a better understanding of the customer flow in the area, and can make informed decisions.
Do you want to use your CRM system to track your sales people in real time as they travel about the country? Their smart phones can transmit their position back to the home office. You can quickly respond when a new lead comes in and have the nearest sales guy reach out and perhaps visit in the same day. Have you ever had an irate CEO call your support desk because of a product problem? Have your nearest sales guy drop in to smooth things out while your technical support guys work out the problem. Do you have to visit a bunch of customers in one day? With a click of the mouse, you can have Bing Maps optimize a driving route based on your Microsoft CRM data. Send it to your smartphone and you’re on your way!
Beringer Associates, Inc. – 800.796.4854
Microsoft Dynamics CRM 2011 Implementation and Integration Solutions
Microsoft Dynamics CRM for Wholesale Distribution
Microsoft Dynamics CRM for Prophet 21® ERP
Microsoft Dynamics CRM 2011 Product Information Page
info@beringer.net | www.beringer.net
What Value Does Microsoft CRM Mapping Integration Provide For My Business? is a post from: CRM Software Blog
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Forum Post: Re: Customize position of name/timestamp in notes - above rather than below
We still have a similar issue. If we update notes, the preceding note is also changed to the same user and time stamp. We've run the product update process but not applied the new forms yet - it's a two stage process. Once you've run the upgrade you can see the new forms in Customisation and play around with them until you're happy.
Regards
David
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Forum Post: Re: Notes Format Change
Thanks for the update Malcolm. Transition has been smooth for me. Any updates on this in the future would be much appreciated.
Thanks again,
Matt
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Forum Post: exchange uninstall
i HAVE INSTALLED MICROSOFT CRM 4.0 WITH EXCHANGE SERVER INSTALLED. WHAT I WANT TO DO IS UNINSTALL THE EXCHANGE SERVER, SINCE WE HAVE MIGRATED TO GMAIL SERVICES.
Can I uninstall the exchange server 2003 with no problem to my dynamics configurations.
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Forum Post: Re: Sum of fields across multiple clients
I appreciate your directness. I don't generally use opportunities so I had to quickly whip something up in my test environment to find the chart that you spoke of. It appears to be called "Top Customers" with axis set on 'Potential Customer' and 'Sum (Est. Revenue) ($)'. I hope I'm not coming across badly but using the above mentioned built in chart I still see separate entries for each client in an opportunity. The values are clear and correct but no sum has been calculated. My apologies if I am missing something really easy but I'm for the moment back where I started.
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Forum Post: Re: Is CRM Online compatible with iPad after the Polaris update?
I have tried this several times, in both a new free trial account, and our standard company account. It looks like it is going to load, but then the ipad suddenly goes back to the home screen, and when I go back to safari, I am back on the login page. Is anybody successfully accessing the sales features?
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