Archive for April 2012

CRM Tool of the Week – CRM 4 to CRM 2011 JavaScript Converter Tool

JavascriptConverter

Upgrading from CRM 4.0 to CRM 2011

If you are planning on upgrading from Dynamics CRM 4.0 to CRM 2011 you will definitely want to download this tool. Microsoft did an excellent job with the upgrade process for upgrading an organization from CRM 4.0 to CRM 2001. You should test any custom programming like custom workflows and plugins, as there are some oddities to the backwards compatibility of the SDK. But, for the most part upgrading is a seamless process with one exception, Form Scripts.

What’s Changed

There were some major changes to the object model which will cause nearly all form scripts to break when upgrading from CRM 4.0 to CRM 2011.

Here are some examples on how the Form Scripts have changed

CRM 4.0 CRM 2011
crmForm.all.new_field; Xrm.Page.getAttribute(“new_field”);
crmForm.all.new_field.DataValue = 0; Xrm.Page.getAttribute(“new_field”).setValue(0);
var newField = crmForm.all.new_field.DataValue; var newField = Xrm.Page.getAttribute(“new_field”).getValue();
var newField = crmForm.all.new_field.DataValue; var newField = Xrm.Page.getAttribute(“new_field”).getValue();

For a full list of all of the new Xrm.Page Methods download the Microsoft Dynamics CRM 2011 JavaScript Development Cheat Sheet by Daniel Cai.

Converting Form Scripts from CRM 4.0 to CRM 2011

Luckily there is a conversion tool available which will convert your CRM 4.0 Form Scripts to the new format for CRM 2011. It will not fix 100% of scripts, so you will need to test each scripts. But it will take care of the bulk of the work for you. When you go through your scripts you may also find that some of them are obsolete now because of features added in CRM 2011. Like scripts for hiding fields based on a users security roles, which can now be handled through Field Level Security.

Download the JavaScript Converter

You can download the CRM 4 to CRM 2011 JavaScript Converter from CodePlex.

CRM Migration Assistant

If the JavaScript Converter wasn’t easy enough Mitch Milam offers a CRM Migration Assistant that will go through your entire organization, pull all of the form scripts and upgrade them. That way you don’t have to go through all of your forms and copy each of the scripts into the JavaScript converter.

You can purchase the CRM Migration Assistant from http://blogs.infinite-x.net/crm-add-ons/crm-migration-assistant/ . There is also a trial version which will let you try it out and convert just the Accounts and Contacts.

 

CRM Tool of the Week – Ribbon Workbench for Dynamics CRM 2011

CRMRibbonWorkbench

If you have ever added a Custom Button to the CRM Ribbon by hand you probably wished that there was some tool that let you create the buttons through a UI. I have seen a couple Ribbon Editors, but the CRM Workbench from Develop1 is my favorite.

The CRM Ribbon Workbench takes all of the hassle out of editing the Ribbon.

Features

You can drag and drop buttons right where you want them on the tool bar.

 

Setting up Actions, Enable Rules and Display Rules are all a breeze with this tool. All of the available options are displayed to you. Just select the rule and then enter your values.

Setting up a Javascript Action for a Button

 

Setting up a Display Rule for a Button.

Unlike other tools the CRM workbench will automatically export, re-import and publish your solutions for you after making the modifications to the ISV.config. Editing the Ribbon can’t get much easier.

 

Download the CRM Ribbon WorkBench

You can download this free solution at:
http://www.develop1.net/public/page/Ribbon-Workbench-for-Dynamics-CRM-2011.aspx

 

Creating Multiple Forms in CRM 2011

Multiple_Forms

One of the many features added in CRM 2011 was the ability to setup Multiple Forms on a single entity. This feature includes the ability to display specific forms to different users based on security role. So no need to setup form scripts to check a users role and then hide fields or sections on the form. You can just create separate roles and assign security roles to each of them accordingly.

An extra bonus you will see if you reduce the number of fields on each form is added performance as the clients will have less controls to create and data to load.

Here’s how you can setup Multiple Forms.

Create A New Form

To create a new form, simply Open your Main Form and Click on Save As.

 

Then Give your new form a name and Click Ok to create your new form.

 

Now you can Edit the new form. Since we called this form Sales we will add a Chart of Top Opportunities.

 

Next, You can repeat these steps to additional forms. Like a Service Form with the Open Cases for Customer Service Reps and Managers.

Assigning Security Roles to Forms

You can control the access to each of the forms by selecting a form and pressing the Assign Security Roles.

 

Here we will assign the Sales Manager and Salesperson to the Sales Form and assign the CSR Manager and Customer Service Representative to the Support Form.

 

Publish your changes and then anyone with the Sales Managers or Sales Persons will see the Sales Form while anyone with the CSR Manager or Customer Service Representative will see the Support Form.

Sales Form with Opportunities

Support Form with Open Cases

Switching Between Forms

If you have rights to more than one form you can switch between the forms using the form drop.

 

CRM Tool of the Week – Phone Schedule Assistant for Microsoft Dynamics CRM 2011

One of the most common complaints when moving from CRM 4.0 to CRM 2011 is “Where did the Form Assistant go for creating follow up phone calls”?

Luckily Zero2ten has developed a solution that gives you the ability to easily create a follow-up call. This solution adds a section to the phone call form where you can specify information to create a follow-up phone call. When the new call is created it will also copy the notes from the previous call over for you. You can even use the phone call assistant to create reoccurring phone calls.

You can download this free solution at: http://www.zero2ten.com/Blog/tabid/63/EntryId/106/Phone-Schedule-Assistant-for-Microsoft-Dynamics-CRM-2011.aspx

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