Script Search Utility for Dynamics CRM 2011/2013

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Originally posted on Dynamicsofdynamicscrm:

Script Search Utility for Dynamics CRM 2011/2013 addresses some of the following pain points while configuring, documenting and trying to resolve issues related to scripts in Dynamics CRM 2011 and Dynamics CRM 2013. Key features of this application are:

• For documentation purpose, Ability to search script files for specific text in script like unsupported scripts during CRM upgrade
• For documentation purpose, Ability to search scripts for attribute names in CRM scripts.

This tool also lets you copy search result to clipboard.

Download link: Click here

How to use :

Download the doc file, rename it to zip file, extract it and you are done.

For any issues/ bugs, you can connect me directly at –deepeshsomani@hotmail.com

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This tool uses the Connection Control for Microsoft Dynamics CRM 2011 which is available at https://connectioncontrol.codeplex.com. I recommend using this tool for anyone who needs to connect to CRM instances be it…

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Changing SharePoint DateTimeControl Control DateFormat to DD/MM/YYYY

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Originally posted on Samim khan:

Recently I faced a problem while using SharePoint DateTimeControl in visual WebPart although the Culture of the site was set to ‘en-gb’ the SharePoint DateTimeControl was still showing the DateTime in the ‘MM/DD/YYYY’ Format. After some googling I found that I shall have to change th LocaleId of the control as well

To change the Date Format of SharePoint DateTimeControl  to ‘DD/MM/YYYY’ add LocaleId=”2057″

e.g.

<SharePoint:DateTimeControl ID=”dtStartDate” CssClassTextBox=”DateControlformfield” runat=”server” DateOnly=”True”         IsRequiredField=”True” LocaleId=”2057″ />

Or to find more LocaleId appropriate to your requirement please see the below link

http://msdn.microsoft.com/en-us/goglobal/bb895996.aspx

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Security Roles and Teams in CRM 2011 – An Inconvenient Half-Truth

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Originally posted on CRMguru:

Over the course of the last two years or so reading everything I can about Dynamics CRM 2011, as well as teaching many classes of people how to get the most out of their CRM systems, one thing which comes up again and again is how to best structure Business Units, Users and Security Roles, and sometimes Teams as well to get the exact model you want to match your business requirements for who has access to which records and when.

Users inherit Security Roles from Teams – right?

One concept I have seen repeated many times is that “Users inherit security roles from all the Teams they are in”. And generally this seems to be a reasonable way to describe how it works, but occasionally odd behaviours seem to show up which make this appear to be less than 100% accurate.

I also had a gut feeling for…

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Fixed – CRM Mail Merge button missing in Word 2013.

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Hi,

The way we got it working was to download the following template

CRMTemplate.dotm

From the following location

http://server:port/_static/Tools/MailMerge/CRMTemplate.dotm

And place it at the following location

C:\Users\[username]\AppData\Roaming\Microsoft\Templates

Followed by restarting Word.

The helpful post

http://www.experts-exchange.com/Software/Microsoft_Applications/Microsoft_Dynamics/Q_27749742.html

Nested Quick Create form in CRM 2015

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Nested Quick Create form in CRM 2015

In CRM 2013,

If we click on Create button for Quick Create a record

Say for e.g. Contact record

And want to create a new Account record to be associated to it

We need to click on “Look Up More Records” and then “New”

This opens up the default Contact form

 

However in CRM 2015,

We have a New Button

It will open the Quick Create Form for the account record instead of the default form as in the case of CRM 2013.

On creating and saving the account record, it will close the Account record and populate the lookup in Contact record