I was searching around today for all sorts of things CRM, and stumbled on this tool: http://sitemapeditor.codeplex.com/ I haven’t actually modified my sitemap yet, but it looks really useful. Having a separate solution for managing my custom sitemap was frustrating. UPDATE: I have now tried this out and it is a very handy tool!
You have probably already seen posts about how to turn an optionset in to a multi-select field in CRM 2011. This one is particularly well illustrated. I recently had the additional requirement of showing some fields when one or more (but not all) options in the multi-select were checked, and hiding/clearing them, when unchecked. A [… Read More]
In part 1, we looked at how to add a question-mark image to a label for an attribute on the form, and control the tool-tip text for some extended help. After working out the basic on-screen help, I decided it would be even better if you could click on the question mark to go to [… Read More]
One of the most substantial problems we faced in beginning our CRM implementation was the fact that there is no out-of-box functionality for adding help information or instructions directly to a form. The Getting Started screens are fantastic, but when you are actually on a form and are unsure what to put in a particular [… Read More]
This one took me weeks, and I would probably never have figured it out. Fortunately, my colleague Sam did. One of the first customizations I made to our deployment of CRM was to customize the site map – get rid of everything we aren’t using (which is most of it) and add some links to [… Read More]
Since this took me a ridiculous two hours to figure out, I thought I’d post it, in case anyone else was looking. I have a requirement to dynamically load an iFrame with a child entity record (for which there are articles out there). To add an iFrame to a form, you have to specify a [… Read More]
Anyone who has worked with the forms designer in CRM 2011 knows there are some limitations that just never occur in custom .NET development. In my case, I have some 20 text fields I need to group together to take demographics count. The default, out-of-box form design made a very busy screen section that was [… Read More]
Learning REST, oData, Javascript and JSON at the same time has been quite a challenge. This week’s challenge was to take a set of associated records and associate them with a record of a different entity type. To simplify, there’s a CourseRoster entity, that has an N:N relationship with Contacts (i.e. Students). There is also [… Read More]
Oh, if we knew then what we know now… Getting started with Javascript while trying to learn the beta of MS CRM 2011 has been fun. Here are some tips to make the learning curve easier. Install JS code collapse for VS2010: http://visualstudiogallery.msdn.microsoft.com/0696ad60-1c68-4b2a-9646-4b5f4f8f2e06/?SRC=VSIDE Add intellisense for Xrm.Page: http://www.patrickverbeeten.com/pages/ContentItemPage.aspx?id=31&item=118&p=true Use “debugger” to debug in Visual Studio [… Read More]
So, after 5 years working at the AgCenter, I may get to do what I wanted to when I started. In all actuality, I had even forgotten that I had this goal, this vision, after being caught up in the mire of day-to-day, unimportant nonsense. When I started, I wanted to pull all of our [… Read More]
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