Tuesday 30 October 2012

Change base currency

There is no supported way to change base currency. This is specified while creating organisational. However to change default currency Go to option and then on General tab, specify currency in "select a default currency option".

Friday 19 October 2012

Optionset

OptionSet

get intial value of option set, when form was opened

attributeobj.getInitialValue()



Dependent Optionset

http://msdn.microsoft.com/en-us/library/gg594433.aspx

Friday 12 October 2012

hide navigation links in crm 2011 using javascript


I had a requirement to control visibility of navigation link on some condition. I added onload function and from that function called following function.

function SetDocumentationVisbitlity(navigationlabel, visibility) { 

         var items = Xrm.Page.ui.navigation.items.get();
         for (var i in items) {
               var item = items[i];
               if (item.getLabel() == navigationLabel) {
                   item.setVisible(visibility);
               }
         }
}

Tuesday 9 October 2012

CRM Contracts

Introduction to Contract Management in Dynamics CRM 2011
http://magnetism.co.nz/blog/simon/simon-phillipss-blog/2011/04/25/Introduction_to_Contract_Management_in_Dynamics_CRM_2011.aspx

Dynamics CRM 2011 Contract Life Cycle
http://magnetism.co.nz/blog/simon/simon-phillipss-blog/2011/05/02/Dynamics_CRM_2011_Contract_Life_Cycle.aspx

Creating Contract Lines in Dynamics CRM 2011
http://magnetism.co.nz/blog/simon/simon-phillipss-blog/2011/05/14/Creating_Contract_Lines_in_Dynamics_CRM_2011.aspx

Dynamics CRM 2011 Creating a Contract Template
http://magnetism.co.nz/blog/simon/simon-phillipss-blog/2011/05/17/Dynamics_CRM_2011_Creating_a_Contract_Template.aspx

Creating a New Contract in Microsoft Dynamics CRM 2011
http://magnetism.co.nz/blog/simon/simon-phillipss-blog/2011/05/19/Creating_a_New_Contract_in_Microsoft_Dynamics_CRM_2011.aspx

Creating a contract in Microsoft Dynamics CRM 2011 part 2
http://magnetism.co.nz/blog/simon/simon-phillipss-blog/2011/05/21/Creating_a_contract_in_Microsoft_Dynamics_CRM_2011_part_2.aspx

Renewing Contracts in Microsoft Dynamics CRM 2011
http://magnetism.co.nz/blog/simon/simon-phillipss-blog/2011/05/24/Renewing_Contracts_in_Microsoft_Dynamics_CRM_2011.aspx

Activating and Invoicing Contracts in Dynamics CRM 2011
http://magnetism.co.nz/blog/simon/simon-phillipss-blog/2011/05/25/Activating_and_Invoicing_Contracts_in_Dynamics_CRM_2011.aspx

Updating execution time of the contracts state change jobs
http://mayankp.wordpress.com/2012/10/23/crm-rescheduling-the-update-contract-states-job/

Monday 8 October 2012

The column heading cannot be empty

When trying to do data import of csv file, I was getting error message "The column heading cannot be empty", when opening the file in ms-excel sheet data looks fine, with valid column names.

Reason: open the file in notepad and then will see extra coma at the end of each record including the heading this is some one tried to enter some data in excel file and then later on decided to delete the data, however ms-excel record that as a valid data column and hence the error was occurring,

Resolution: open file in ms-excel and select empty cells and rows and press delete button visually there might not be any effect but it deletes any selected empty column/rows, other wise open file in csv format and then delete unnecessary data.