MS CRM 2011 – Hiding the Ribbon Toolbar of a Form

To hide the Ribbon toolbar of a form, use the below mentioned code snippet.

window.top.document.getElementById(“crmTopBar”).style.display = “none”;

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MS CRM 2011 – Accessing Parent Form

If you want to access a parent form’s Xrm.Page object in MS CRM 2011, use the below mentioned code.

window.top.opener.parent.Xrm.Page

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Update Rollup 3 for Microsoft Dynamics CRM 2011 – Released

Microsoft has released Update Rollup 3 for Microsoft Dynamics CRM Server 2011. Update Rollup 3 can be downloaded from the below mentioned link:

http://www.microsoft.com/download/en/details.aspx?id=26912

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MS CRM 2011 – Auto populate unit on selection of a product in Opportunity Product

In MS CRM 2011, In the Opportunity Product form when a product is selected the unit field will not be automatically populated. So in order to populate value in the unit based on the product selected, we require a java script code to be written. So your function would look like the one mentioned below:

function ProductOnChange_SetUOM() {   
   if (Xrm.Page.getAttribute("productid").getValue() != null) {
      SetUomId();
  }
}

But there is a problem here. After placing the above code in your Product on-change event, still the unit value would not populate. Even though the Code written by you is absolutely correct, still unit value is not set. In such scenarios do not spend much time  debugging or analyzing the problem, just follow the solution mentioned below.

On product on-change, the unit field will still be read-only and hence the value set by you through code would not be assigned. So to solve this issue use the below mentioned code. On the Product on-change event call your SetUomId() method with a slight  delay, so that the unit field would not be a read-only field when you set the value.

function ProductOnChange_SetUOM() {   
   if (Xrm.Page.getAttribute("productid").getValue() != null) {
      // delay of 100ms, because uomid is readonly
    window.setTimeout("SetUomId()", 100);
  }
}

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MS CRM 2011 – How to enable Audit

Auditing is one of the most important features that most customers expect MS CRM to offer as out of the box functionality. MS CRM 2011 has come up with the Auditing feature.

Change history for an entity can be tracked using Auditing feature. It allows us to track fields that have been updated on a selected entity. For example, if you want to track whenever someone changes value of a field on an entity, you can activate auditing for the entity using this option.

Follow the below steps as shown below for enabling Auditing in MS CRM 2011:

Activate Auditing for your organization

Navigate to Settings -> Auditing -> click on Audit Global Settings -> from the popup form select Start Auditing -> click OK.

Activate Auditing for the entity

Navigate to Settings -> Auditing -> click on Entity and Field Audit Settings -> Select an entity from the left navigation of the Solution editor -> General Tab -> Data Services -> Select Auditing -> click on Save

NOTE: By default all the fields for the selected entity will be enabled for Auditing.

Activate Auditing for the attribute

Click the Fields Tab to enable or disable specific fields for Auditing via Attribute editor

Publish

Publish the changes and you are ready for auditing

Audit History

Audit history for an individual entity can be viewed from the Audit History area off the entity form.  This is only available to users with the View Audit History privilege.

You can double click on the Audit transaction record to see the details

Audit Log Management

Logs are automatically “partitioned” every 3 months and it’s available for deletion via the Audit Log Management area.  This is only available to users with the privileges: View Audit Partitions and optionally Delete Audit Partitions.

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MS CRM 2011 – Turn off the “Get CRM for Outlook” button / message bar

When you login to the MS CRM 2011 Web Client, you see a “Get CRM for Outlook” button / message bar only if MS CRM Outlook Client is not installed on the machine.

If you are only using the MS CRM 2011 Web Client, then you might feel that this message is not necessary.

In such cases you have the option to turn this message off by following the below mentioned steps:

Go to Settings -> Administration -> System Settings -> click on the “Outlook” tab and select “No” for “Outlook client is advertised to users in the Message Bar

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MS CRM 2011 – Set the name prefix to use for custom entities and attributes

To set the name prefix to use for custom entities and attributes, navigate as mentioned below and chang the Prefix value in the Publisher form.

Go To Settings -> Customizations -> Customize the System -> Information -> Publisher

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