[note to myself]
Removing a JavaScript library from a form will cause all events that reference that library to be removed as well.
The 2012Microsoft Dynamics Most Influential People Top 100 list is out.
And wow! I made the list this year and am in great company including the following other CRM MVPS:
- Leon Tribe
- Joel Lindstrom
- Matthew Wittemann
- Michael Sulz
- Frank Lee
- Andrii Butenko
- Jurgen Beck
( I don't think I missed anyone, but if I did, please let me know. )
Hi everyone. I'll be teaching this class tomorrow for the CRMUG Academy:
Dynamics CRM 2011 is so much more than just a place to store your business contacts. Want to really leverage the power of this dynamic platform? Don’t miss this unique class and learn how to tap the power of features that are readily available in your CRM system. This course is open to any CRM user.
Discover some of the deeper aspects and features readily available in Dynamics CRM 2011. We’ll cover a plethora of quick refinements you can implement now to better support your business and its processes. For example, you’ll learn how the user interface can be modified easily to better capture and display information relevant to your business, and how to make sure your users are recording the correct organization. CRM 2011 also features a number of improvements to provide you with valuable business insight that you can quickly configure. In this packed class we’ll cover:
- How to create and utilize Dashboards
- Reporting basics
- Recording the right data within a CRM entity
- Using Marketing Lists
- Modifying the data entry forms
- Creating custom views
Learning Objectives: Identify and quickly leverage standard features, and how to implement changes in CRM that will better support your organization’s processes, and your data capture and reporting needs.
Instructor: Mitch Milam, CRM Accelerators
Audience: The primary audiences for this class are managers, business owners, and “super-users”. End-users may benefit from the class as well if they have the rights to configure CRM and/or the opportunity to work with their support team to do so.
Level: Intermediate. You must be a Dynamics CRM 2011 user and familiar with its basic functionality.
Prerequisites: Students must understand the following Dynamics CRM 2011 topics or features:
- How the user interface functions: views, forms, etc.
- How to create records (Accounts, Contacts, Leads, etc. ) within CRM.
- Relationship between CRM entity records.
Preparation: The detailed instructions for connecting and attending the class will be sent a day prior to class. Students have the option of connecting to the class via conference call or VOIP. If using VOIP, a microphone is required to connect, and a headset with a microphone is strongly recommended. Approximately the first 15 minutes of class will be spent ensuring that everyone is connected and ready to start.
Delivery Method: Group Internet-based
CPE Credits: Earn up to 4 CPE credits. Please request credit via the class survey, which will be distributed after the class. Class participation will be monitored and you will not receive CPE credit for any portion of the class that you do not appear fully engaged.
The CRMUG Academy offers the unique ability to learn from recognized experts while sitting at your own desk. CRMUG Academy provides an instructor-led learning environment coupled with hands-on training. You can practice the content and apply the curriculum immediately, instead of just watching. Classes are conducted with a combination of a conference call/VOIP, and a remote desktop connection. The detailed instructions for connecting and attending the class will be sent a day or two prior to class.
Note: Preview Members are not eligible for the Premium Member discount.
To maintain an optimal training environment, each person attending the class is required to register separately. If more than one attendee per registration participates, their organization will be billed for the additional attendees. With registration, you agree to the terms related to Distance Learning classes as included here.
Event Type
Training
Registration Costs
Basic Membership Cost: $249.00
Premium Membership Cost: $179.00
Schedule
- CRMUG Academy – Taking Dynamics CRM Beyond Accounts and Contacts (May 2012)
05/10/2012 01:00 PM (ET) – 05/10/2012 05:00 PM (ET)
JavaScript allows an administrator to enhance the functionality of Dynamics CRM 2011 in order to better fit your business processes. This Lunch and Learn session delivers an introduction to JavaScript development and will cover the following topics:
- Setting up your development environment
- Introduction to the form editor
- Using web resources
- CRM form events
- JavaScript basics
- CRM 2011 JavaScript object model
- Common CRM JavaScript methods
Class Duration:
1 hour, 15 minutes
Cost Per Attendee:
$99USD
NOTE: Due to the interactive nature of this webinar, each session is limited to 10 attendees.
What to Expect:
At the end of this session, you should at least understand basics of how to write JavaScript and how to utilize the Dynamics CRM 2011 object model to perform the most operations commonly performed by a developer. Additionally, since this is not a full class, you'll receive homework to be completed on your own, at your own pace.
When:
Session 1:
Thursday, May 9, 2012 from 11:00 AM to 12:15 PM (Central Time, United States)
Session 2:
Thursday, May 9, 2012 from 9:00 PM to 10:15 PM (Central Time, United States)
Local times for Asia/Pacific:
Friday, May 10, 2012 from 7:30AM to 8:45AM (Mumbai)
Friday, May 10, 2012 from 10:00AM to 11:15AM (Beijing)
Friday, May 10, 2012 from 11:00AM to 12:15PM (Tokyo)
Friday, May 10, 2012 from 12:00PM to 1:15PM (Sydney)
Friday, May 10, 2012 from 2:00PM to 3:15PM (Auckland)
One of the new features Microsoft included in Dynamics CRM 2011 is the ability to create entities which are e-mail enabled.
When you initially create the entity, you have the option of "sending e-mail", as you can see below:
Note: This decision must be made at the time of creation, since you can't modify this setting later.
CRM will also add an emailaddress field to the entity, as you can see here:
An interesting thing to note is that the field is simply called, "emailaddress" and does NOT contain your publisher prefix.
You will need to add this field to your form.
Once the new entity has been published and you have created and saved a record, the Send Direct E-mail button will appear:
This action allows you to sending an e-mail using a pre-defined e-mail template.
And should you be creating an e-mail activity, the new entity will appear as a selection in the e-mail address fields, so as To:
Overall, this is a very handy feature and one we have been asking for years.
JavaScript allows an administrator to enhance the functionality of Dynamics CRM 2011 in order to better fit your business processes. This Lunch and Learn session delivers an introduction to JavaScript development and will cover the following topics:
- Setting up your development environment
- Introduction to the form editor
- Using web resources
- CRM form events
- JavaScript basics
- CRM 2011 JavaScript object model
- Common CRM JavaScript methods
Class Duration:
1 hour, 15 minutes
Cost Per Attendee:
$99USD
NOTE:
Due to the interactive nature of this webinar, each session is limited to 10 attendees.
What to Expect:
At the end of this session, you should at least understand basics of how to write JavaScript and how to utilize the Dynamics CRM 2011 object model to perform the most operations commonly performed by a developer. Additionally, since this is not a full class, you'll receive homework to be completed on your own, at your own pace.
When:
Session 1:
Thursday, May 9, 2012 from 11:00 AM to 12:15 PM (Central Time, United States)
Session 2:
Thursday, May 9, 2012 from 9:00 PM to 10:15 PM (Central Time, United States)
Local times for Asia/Pacific:
Friday, May 10, 2012 from 7:30AM to 8:45AM (Mumbai)
Friday, May 10, 2012 from 10:00AM to 11:15AM (Beijing)
Friday, May 10, 2012 from 11:00AM to 12:15PM (Tokyo)
Friday, May 10, 2012 from 12:00PM to 1:15PM (Sydney)
Friday, May 10, 2012 from 2:00PM to 3:15PM (Auckland)
This is a great article regarding Ben Franklin's thoughts and practices on how to get things done.
I thought I'd pull out a small section of my Dynamics CRM Deep Dive: Security book and discuss metadata changes.
Auditing Metadata Changes
In a multi–administrator or multi–developer environment, it is sometimes difficult to determine who did what when tracking changes to Entities. The following metadata–related operations are tracked when auditing is enabled:
- Delete Entity
- Delete Attribute
Viewing the Audit Log
To view metadata changes, navigate to: Settings, Auditing, Audit Summary View.
Here is an example, showing the results of a deletion of an attribute:
Opening the detail record shows us this:
As you can see, we have the following information recorded:
- Who
- When
- What entity
- What attribute
Again, this is very handy information if you have multiple people performing modifications to your CRM system ( development server or otherwise ).
I just wish that the CRM product team would include Metadata Create and Update events in the Audit Log. THAT would be very handy indeed.
I ran into a very interesting issue last week involving a CRM 4.0 organization that was upgraded to CRM 2011.
The organization had two custom security roles in use and for some reason, those security roles didn't have any security applied to Web Resources ( shown below ):
This issue surfaced in a very odd way: Users with these security roles were not running the JavaScript that was applied to the form, so that none of the form modification code was being executed and/or random script errors would appear.
I am not 100% positive how this situation occurred, but adding Read access to Web Resource seemed to fix the issues.
So, if you are upgrading to CRM 2011 and have custom security roles, verify that Read access for Web Resources has been applied to those roles.
Some may call me Captain Obvious, but sometimes it is the obvious that passes us by.
As is today's Dynamics CRM 2011 topic: Did you know you can hide the ribbon on the main Application or an Entity Form? Well you can.
In the upper-right corner of the window, beside the Organization Name, is a small arrow:
Clicking that arrow will show or hide the ribbon, leaving only the tab names showing.
This is not a permanent change, just for the current session or form.
Not a huge deal, but handy if you're trying to recover some screen real estate.
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