Free webinar Friday: Defining and creating your Sales Process within Dynamics CRM

Hi Everyone,

This week’s free webinar Friday will be:

Defining and creating your Sales Process within Dynamics CRM

In this webinar we will discuss how you actually define your company's sales process and the steps required to use that process within Dynamics CRM.

Fri, May 13, 2016 10:00 AM – 11:00 AM CDT  Register here.

Drop me a line if you have any questions or suggestions.

Thanks, Mitch

Setting a Dynamics CRM field’s value to Title Case using JavaScript

In a thread on one of the community forms, Debra asked how to properly add some JavaScript she had found on another forum post to make the first letter in each word uppercase (while the remainder is lower-case). This is called title-case, by the way.

Taking the code that Debra mentioned, I modified it a bit, and ended up with this:

function upperCaseField(executionContext) {
    var field = executionContext.getEventSource()

    field.setValue(toTitleCase(field.getValue()));
}

function toTitleCase(str) {
    return str.replace(/\w\S*/g,
                       function(txt) {
                            return txt.charAt(0).toUpperCase() + txt.substr(1).toLowerCase();
                       });
}

It is configured on an individual field like this:

js2

It is most imperative that you check the box for Pass execution context as first parameter.  If you do not, then the function will fail.

If you wish to add this function to multiple fields, you can do so using this technique, as mentioned in that thread by @aileengusni:

function form_OnLoad() {
    Xrm.Page.getAttribute("field1").addOnChange(upperCaseField)
    Xrm.Page.getAttribute("field2").addOnChange(upperCaseField)
    Xrm.Page.getAttribute("field3").addOnChange(upperCaseField)

}

Dynamics CRM Webinars for May from xRM Coaches

 

Hi Everyone,

This month I will be holding the following webinars:

Defining and creating your Sales Process within Dynamics CRM

In this webinar we will discuss how you actually define your company's sales process and the steps required to use that process within Dynamics CRM.

Fri, May 13, 2016 10:00 AM – 11:00 AM CDT  Register here.

Introduction to the Dynamics CRM Interactive Service Hub

In this webinar we will discuss the Interactive Service Hub feature of Dynamics CRM 2016 and how it can be used to increase the productivity of your service desk personnel.

Fri, May 20, 2016 10:00 AM – 11:00 AM CDT  Register here.

JavaScript and .NET Code upgrade best practices

In this webinar we will discuss upgrading your JavaScript and .NET code from version the Dynamics CRM 4.0-level APIs to the Dynamics CRM 201x-level APIs.  There is still a lot of code that was never upgrade from 4.0 to 2011 during the initial migration and as companies move toward Dynamics CRM 2016, it is imperative that this code be updated. This is is a follow-up to last Friday's JavaScript upgrade walk-through webinar I did, but It contains a wider range of information.

Fri, May 27, 2016 10:00 AM – 11:00 AM CDT   Register here.

Drop me a line if you have any questions or suggestions.

Thanks, Mitch

Repurposing Dynamics CRM Fields. Just Say No!

I was preforming a pre-upgrade cleanup for a customer when I ran into this:

badDesign

As you can see, they took a relatively unused field, Address 1: County, and repurposed it and called it Current Software.

This is a very, very, bad thing.

For one, it is totally unnecessary.  Maybe back in the 1980’s when we measured things in kilobytes and megabytes; where gigabytes was just something on a mathmagician’s chart.

But that is not today, when people regularly, and with a straight face, speak of and use petabytes and beyond.

Don’t let me catch you doing this. It is just plain bad design and can lead to fascinatingly odd problems to fix.

Is it time for you to hire a Dynamics CRM Coach?

Hi Everyone,

Have you ever seen a sports team without a coach? Probably not.

Coaches can help guide both the team and the individual players to a higher level of accomplishment and are an integral part of a winning solution.

That is why I created my Dynamics CRM Coaching Program.

The idea is simple: Most of us do not have all of the answers and rather than waste valuable time and energy searching for answers, why not bring in someone with more experience?

Consider these scenarios:

  • Need someone to bounce Dynamics CRM design ideas off of?
  • Need to see if you are on the right track?
  • Have so many “what-if” scenarios lying around you have turned into a mountain of indecision?
  • Not sure of the proper course of action to get your people trained-up enough to support your upcoming rollout?
  • You are trying to bring a product to market but Dynamics CRM is new to you and your team and you are not sure where to start.

If any or all of these sound familiar, then maybe we should talk.

Click here for more information and to find out more about my Dynamics CRM coaching program.

Thanks, Mitch

Update a closed Dynamics CRM Opportunity? Impossible! Yet you can.

Everyone knows that you can’t update a closed record within Dynamics CRM, right?  I mean, everyone knows that.

But what if it was not true?

I ran into a very strange situation last Friday where I was actually able to update a closed Opportunity programmatically – without first reopening it.

This was on a Dynamics CRM 2015 on-premises system and I verified it with Dynamics CRM 2016 Online using an Opportunity that was both closed as Won and Lost.

I am not sure if this is a feature or a bug or if you can do it on any other entities, but at least for Opportunities, that is currently the case.

If anyone else has time to test this process on any other entity, I’d love to know the results.

Sharing information and lessons learned with other developers

Sign up for our new KnowledgeBits service and get news, tips and tricks and more, delivered straight to your inbox.