CRM Team Blog Guest Post – 08/23/2007

On August 23, 2007, in Customization, Dynamics CRM, by Mitch Milam

Greetings Everyone,

I have another posting on the Microsoft CRM Team Blog today where I discuss creating a Change Request system within CRM.

Download the customizations outlined in the article here.

Thanks, Mitch

 

Note regarding crmForm.FormType

On August 21, 2007, in Customization, Dynamics CRM, by Mitch Milam

I was writing a bit of Javascript yesterday when I noticed something interesting related to the value of the crmForm.FormType property.

The crmForm has a property called FormType, which allows you to distinguish between the different types of forms you may encounter as a user creates or edits a CRM Entity.

When a user clicks the New button to create a new Entity, the FormType is set to 1, for Create Form.  If the user clicks the Save button ( not Save and Close ), CRM will save the record, as expected.  From that point forward, CRM considers the user's operation to be an Edit of existing data, rather than the entry of New data.

Subsequently, the FormType is changed to reflect that fact: After the Save button is clicked, the FormType is changed to 2, for Update Form.

I've only had to track the FormType in very rare instances but this is something that you need to keep in mind if you ever need to differentiate between Create and Update, and if you ever expect the user to save their data, but keep the form open to continue editing.

References:

http://blogs.infinite-x.net/2007/03/19/verifying-form-context-before-invoking-javascript-code/

 

 

Errors when sending email from CRM

On August 10, 2007, in Development, Dynamics CRM, by Mitch Milam

I ran into the following error message yesterday while sending email from the CRM Web Client:

bad_email_setup

This was on a CRM Professional installation with the CRM and Exchange existing on different servers.

The following article walks you through various troubleshooting steps required to determine the root cause of the issue.

How to configure the outgoing e-mail functionality in Microsoft Dynamics CRM 3.0.

In this particular case, we found that an anti-virus application had blocked port 25 which is the SMTP port that CRM uses to send email to the Exchange server.

Attempts to utilize Telnet to communicate with the Exchange server ( telnet Server_name 25 ) failed which indicated that something was blocking the communication between the two servers.  After determining that the anti-virus application was causing the issue, we reconfigured the software to open port 25 and email was flowing normally.

 

Using Windows Management Instrumentation (WMI)

On August 5, 2007, in Development, by Mitch Milam

Sometimes I find the strangest and most helpful utilities while searching the Internet for a solution to a project on which I'm working.

WMI Code Creator v1.0 is no different.  If you are working with WMI ( Windows Management Instrumentation ), you need to have this installed.  It will actually generate the C#, VB.NET, and VBScript code necessary to perform a specific WMI operation, a shown in the following figure:

image

Even stranger, it actually has the ability to execute the generated code to show you the results of the operation.