MS DYNAMICS CRM

To Change, new activities sort order open the file (C:\Inetpub\wwwroot\Activities\dlg_create.aspx), with text editor.Find the code below, for example you want to see phone calls firstly, cut the phone calls rows and paste the row in first row, save close the file. RenderListItem(Util.Task, Privileges.CreateActivity); RenderListItem(Util.Fax, Privileges.CreateActivity); RenderListItem(Util.PhoneCall, Privileges.CreateActivity); RenderListItem(Util.Email, Privileges.CreateActivity); RenderListItem(Util.Letter, Privileges.CreateActivity); RenderListItem(Util.Appointment, Privileges.CreateActivity); RenderServiceAppointment(); RenderCampaignResponse();

From Nishanta's Blog http://nishantrana.wordpress.com/2010/04/22/customizing-convert-lead-dialog-box-in-crm-4/#comment-5203 This is an unsupported customization, where we would be hiding the account option from the convert lead dialog box. For doing so, Find and open the conv_lead.aspx page on your crm server. Inside the function window.onload add the following code function window.onload( ) { // add the following line of code to hide the checkbox document.getElementById('cbAddAccount').style.display ='none';and to hide the label by commenting out the following tag <label for="cbAddAccount"><% =Microsoft.Crm.CrmEncodeDecode.CrmHtmlEncode(Util.GetFmtObjName(Util.Account, Util.NameFormatStyle.Singular)) %></label>Just remember this is unsupported. Or use the following JavaScript document.getElementById(‘cbAddAccount’).style.display = “none”; document.getElementById(‘cbAddAccount’).parentNode.parentNode.childNodes[1]...

For pre filtering, sql reporting reports in Microsoft Dynamics CRM , you know that; to add CRMAF_   tag to the tables you want to filter. But one of our customer, especially in turkish (at Local languages) CRM 4.0 or CRM 3.0 our pre filter doesn not work. Always reports comes with run this record on all records. To resolve this problem, open rdl report with note pad or another text editor, search the "Initial" keyword in database connection words, CHANGE it to "initial" then go to CRM--> reports find the report. Delete it (you must delete, update does not work on tihis solution), then add the updated report crm. Then you see that your report will be pre filterable in CRM

CRM Sayfalarının üzerinde gelen uyarı yazılarını değiştirme Entitylerin üzerinde gelen uyarıları kendi uyarılarımıza değiştirmek için formun onloadında aşağıdaki fonksiyonu dogru parametrelerle sMessage="yazılmak istenen uyarı" Type="hatanın tipi" function Uyari(sMessage, Type){ // Types = error, info, help, alert crmForm.all.Notifications.innerHTML = "<div id='Notification0' class='Notification' NotificationId='ErrorCode.NotScheduled' Source='strategy' Severity='1' Order='0'><table cellpadding='0' cellspacing='0'><tr><td valign='top'><img src='/_imgs/ico/16_"+Type+".gif' class='lui'></td><td><span id='Notification0_text'><b style='color:#660066;'>"+sMessage+"</b></span></td></tr></table></div>"; crmForm.all.Notifications.style....

at One of our customer we realized that, while we customize views in crm we faced a problem, that we can not select the columns on views. The reason of this problem is internet explorer setting, open internet explorer-->tools-->internt options-->security-->local intranet-->sites--> add--> then wirite "about:blank" and click add. Save and close dialogs. Open crm and you can see your view problem has gone.

Görünümleri özelleştirirken, alınan görünüm üzerindeki kolonların seçilememesi disable olması problemi: Bu sorunu çözmek için internet explorer ı açıp araçlar-->internet seçenekleri-->güvwnlik-->local intranet-->SİTELER BÖLÜMÜNE about:blank YAZIP ekleyin internet pencerelerini kapatıp açın düzelecektir

this errors comes after you install update rollup 11 on microssoft dynamics crm 4.0 then uninstall crm, then install crm, if you get this error install update roll up 11 again the error will fix

Müşterilerimizin biri makale aramada gelen seçeneklerin default değerini değiştirmemizi istedi, bu arama ekranı özelleştrilebilir alan olmadğı için, ie developper toolu ile inceleyip bir çözüm buldum. Eğer crm 80 porta kurulu ise c:\\inetpub\wwwroot\workplace\home_answers.aspx sayfası note pad ile açılıp aşağıdaki resimde görünen yere, şekilde 3 te görüldüğü gibi aşağıdaki script yapıştırılmalıdır. frmSearchInt.SearchMethod.value="CRMAnswer.BrowseSubject"; displaySearchOptions(false); Save the aspx file and refresh the page, you can see the default value changed.

One of our customer wants to change the default value of search criteria on articles, article search form is not a customizable form. So I look up this form with IE developper tools. And I get the source code in c://inetpub/wwwroot/workplace/home_answers.aspx, and the name and values of the search picklist. Open the aspx with in note pad, and paste the code into aspx under the javascript section in aspx source. frmSearchInt.SearchMethod.value="CRMAnswer.BrowseSubject"; displaySearchOptions(false); Save the aspx file and refresh the page, you can see the default value changed.