CRM 2011: // No Constraint Xrm.Page.getAttribute(“field_schema_name”).setRequiredLevel(“none”); // Business Required Xrm.Page.getAttribute(“field_schema_name”).setRequiredLevel(“required”); // Business Recommended Xrm.Page.getAttribute(“field_schema_name”).setRequiredLevel(“recommended”); CRM 4.0: // No Constraint crmForm.SetFieldReqLevel(“field_schema_name”, 0); // Business Required crmForm.SetFieldReqLevel(“field_schema_name”, 1); // Business Recommended crmForm.SetFieldReqLevel(“field_schema_name”, 2);
Category: CRM
CRM 2011 – enable tracing
To enable tracing in CRM 2011, go to regedit.exe > HKEY_LOCAL_MACHINE > SOFTWARE > Microsoft > MSCRM and add two new keys: TraceEnabled and TraceRefresh (both DWORD, value = 1)
Change CRM config database name
To make CRM point to a different config database, go to regedit.exe > HKEY_LOCAL_MACHINE > SOFTWARE > Microsoft > MSCRM and change the value of configdb. Also, you’ll have to rename the MSCRM_CONFIG database in SQL Server.
Novensys
One of the best corporations in Romania and Eastern Europe, Novensys is the specialist that integrates intelligent solutions for information management, provided by the best technology developers worldwide. Novensys is an expert when it comes to turning raw information into intelligent information which is useful and applicable in your business – the kind of information… Continue reading Novensys
Access CRM 2011 from your PC, from a different domain
To access a CRM 2011 website hosted on a PC of a different domain, from your browser, complete the following steps: 1) Configure IIS to grant Anonymous Authentication and Enable the Directory Browsing feature (Start > Run > inetmgr > IIS Section > Authentication & Directory Browsing). *** 2) Turn Off Windows Firewall (Start >… Continue reading Access CRM 2011 from your PC, from a different domain
Adding a custom button to CRM 2011 toolbar
Check this post. Provides an useful example: http://nishantrana.wordpress.com/2010/11/04/adding-my-first-custom-button-in-crm-2011/
Format date fields in CRM
Special thanks to Andriy a33ik Butenko for this post. // Formats the date into a certain format Date.prototype.Format = function(format) { var d = this; var f = “”; f = f + format.replace( /dd|mm|yyyy|MM|hh|ss|ms|APM|s|/|-|,|./ig , function match() { switch(arguments[0]) { case “dd”: var dd = d.getDate(); return (dd < 10)? "0" + dd :… Continue reading Format date fields in CRM
Change attachment file limit
More details about this issue can be found here: http://rahulsalunkhe.wordpress.com/2010/08/26/increasing-the-crm-4-0-attachment-size-limit . This should work under CRM 2011 as well.
CRM Usage Report
A very nice thread about this issue, written by David Jennaway – MVP, can be found here.
Create a custom filtered lookup view in runtime – CRM 2011
Starting CRM 2011 you can filter a certain lookup view based on related entities or other system/custom views. But sometimes this is not enough. For example, if you wanna make a custom filtered view, that uses several filters, you can use the following approach. Starting scenario (all of the completed lookup fields will be used… Continue reading Create a custom filtered lookup view in runtime – CRM 2011