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    28 de abril

    CRM - Free Extensions

    CRM Extensions have a free CRM simple extensions download available here:
     
    Info from there site:
     
    CRM Extensions offers a variety of extensions free of charge.
    ActivityEmail adds extra functionality to CRM by helping you to determine what to do with those unresolved addresses.  To download ActivityEmail free of charge, including documentation, please follow the link in the box to the right.
    Counter, as the name implies, can be used to count.  This is of course an over simplification, so we will elaborate on the subject through a series of examples.  

    E.g. Counter could be set up to provide numbering of new entities from 1, incrementing by one for each created product, such that the first product would have the number 1 and the subsequent product the number 2 and so forth.  

    Counter could also be set up to name entities upon creation, overriding user names, so that Accounts could be named "Account 1", "Account 2" and so on.  This is done by supplying Counter with a little information, in this case the prefix Account. 

    Furthermore, Counter can be given even more specifications, such as a postfix, an incrementer (or decrementer) that specifies if counter should simply increment by one or perhaps 10 or perhaps -2 depending on circumstances and the starting number. 

    As you can see, the possibilities are virtually uncountable, except perhaps, if you use Counter.  Counter comes with documentation and yet is entirely free of charge.  Simply follow the link in the box to the right.
     
    Greg Olsen
    Yellow Duck Guy
    22:06 | Adicionar um comentário | Link permanente | Incluir no blog | Customer Relationship Management (CRM)
    20 de abril

    CRM - Visio Shapes for Microsoft CRM 3.0

    Handy file located on the MSDN Code Gallery is the Visio Shapes for Microsoft CRM 3.0.
     
    "Typically a large part of this effort is to develop a Functional Design Document or Vision Document that describes exactly what we are going to build on the Microsoft CRM Platform. These documents typically include screen mockups of what the final UI may look like ...."
     
    "To make this process easier we developed a set of 29 custom Visio shapes, that when used in conjunction with other Visio Windows XP User Interface shapes, allow our Project Managers to quickly and easily design mock CRM UI screens that meet almost any client requirement"
     
    So if you need to do some UI design work for CRM it might help to check these out first:
     
    To make this even easier, you can download the Visio Shapes from here also:
     
    Note: Please read Microsoft Public License (Ms-PL) regarding this file for usage.

    Greg Olsen
    Yellow Duck Guy
    22:35 | Adicionar um comentário | Link permanente | Incluir no blog | Customer Relationship Management (CRM)

    CRM 4.0 - Visual Studio implements intellisense for ISV.Config, Sitemap

    Spotted this article regarding Visual Studio 2008 (might as well use the latest version!) implementing intellisense while modifing the ISV.Config or SiteMap which I thought was pretty cool.
     
    If you have a spare 10 minutes, check this article out with Visual Studio 2008. Make sure you have a copy of the latest CRM 4.0 SDK to get the required Schemas. 
     
    Article here thanks to Jonas Deibe:

    Greg Olsen
    Yellow Duck Guy
    19:15 | Adicionar um comentário | Link permanente | Incluir no blog | Customer Relationship Management (CRM)
    15 de abril

    CRM 4.0 - Change The Default View In CRM 4.0

    CRM 4.0 unfortunately (same with CRM 3.0) has the default view hard-coded inside the product for Activites associated with a Contact. Therefore we have to make a change to one of the server files in Microsoft CRM 4.0 to change the default value.  Our customer requested the default to show "All" instead of "Next 30 days". Which is a reasonable request.

    Therefore with a small change (this is not supported) it is possible by following the steps in this article.

    BEFORE: Default view is 'Next 30 days' as shown below:

    BeforeFilter

    AFTER:  Default view now is 'All' as shown below:

    AfterFilter

    These are the steps to change CRM 4.0 to give you the default of "All"

    1. Navigate to the location on your CRM server: C:\Program Files\Microsoft Dynamics CRM\CRMWeb\_static\_controls\appgridfiltercontainer
    2. Rename the file AppGridFilterContainer.htc  to Original-AppGridFilterContainer.htc  >> make sure no one is using your system!
    3. Download the following file: AppGridFilterContainer.zip
    4. Unzip the file (use: 7Zip or WinZip) and copy the extracted file to the same location on your CRM 4.0 Server as above i.e. C:\Program Files\Microsoft Dynamics CRM\CRMWeb\_static\_controls\appgridfiltercontainer
    5. Clear your Temporary Internet Files in Internet Explorer. For Internet Explorer 7.0 users go to 'Tools' > 'Delete Browsing History' and then select  'Delete Files ..' under the heading 'Temporary Internet Files'. This will clear any cached files. Stops you getting any unwanted scenarios when testing this change.
    6. Now you are ready to test your CRM instance for the default view change!

    If you want to know what is changed between the file you downloaded and the file provided by CRM then you could use a file compare tool or simply see the change below:

    BEFORE:

       1: if(!IsNull(oCtrl.DataValue))
       2: {
       3: oCallback(oCtrl);


    AFTER:

       1: if(!IsNull(oCtrl.DataValue))
       2: {
       3: if(oCtrl.DataValue=="LastXDays;30" || oCtrl.DataValue=="NextXDays;30" || oCtrl.DataValue=="0")
       4: {
       5: oCtrl.DataValue = "All"
       6: RefreshGridView();
       7: }
       8: oCallback(oCtrl);

    Hope that helps!

    Greg Olsen
    Yellow Duck Guy
    21:18 | Adicionar um comentário | Ler comentários (5) | Link permanente | Exibir trackbacks (2) | Incluir no blog | Customer Relationship Management (CRM)