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Archive for May, 2011

Types of stylesheet and it’s priority level

There are three types of CSS styles:

  • inline styles
    Inline styles are styles that are written directly in the tag on the document. Inline styles affect only the tag they are applied to.

    <a href="" style="text-decoration: none;">
  • embedded styles
    Embedded styles are styles that are embedded in the head of the document. Embedded styles affect only the tags on the page they are embedded in.

    <style type="text/css"> p { color: #00f; } </style>
  • external styles
             External styles are styles that are written in a separate document and then attached to various Web documents.
             External style sheets can affect any document they are attached to.
<link rel="stylesheet" type="text/css" href="styles.css" />

CSS best practices recommends that you use primarily external style sheets for styling Web pages so that you get the most benefit.

It’s priority level is followings.

Inline styles  has high priority then embedded styles and external styles has the lowest priority.

Happy styling. 😉

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Categories: CSS Tags: ,

Access HTML Element using Javascript/JQuery

Java Script

There are two ways to access html element from javascript.

Let us suppose your HTML file has the following content.

<html>

<head>

</head>

<body>

<form >

<input type=”text” id=”txtusername” name=”txtusername” />

<input type=”password” id=”txtpassword” name=”txtpassword” />

<input type=”submit” value=”Submit” />

</form>

</body>

</html>

Then you can access any element using the code lines below

1.          var username=document.getElementById(“txtusername”).value;

2.          var username=  document.forms[0].txtusername.value;

I hope this was helpful to you.

 

JQuery

The code snippet below shows how to access html element from jquery.

Let us suppose your HTML file has following content.

<html>

<head>

/* add jquery library reference in your code.

If you haven’t yet downloaded it then you can download from http://docs.jquery.com/

*/

<script type=”text/javascript” src=”jquery1.4.2.js” />

</head>

<body>

<form >

<input type=”text” id=”txtusername” name=”txtusername” />

<input type=”password” id=”txtpassword” name=”txtpassword” />

<input type=”submit” value=”Submit” />

</form>

</body>

</html>

You can access any element using the below lines:

$(document).ready(function() // function called when page load is complete

{

$username=$(‘#txtusername’).val();

alert(“Hello ! Mr.  “+$username);

});

Hope this small bit of code was helpful to you.

Categories: JavaScript, JQuery Tags: ,

Microsoft Dynamics Sure Step Methodology

Microsoft Dynamics Sure Step gives you a complete methodology-including project management discipline and field-tested best practices-plus user-friendly tools that enable you to more successfully deploy, migrate, configure, and upgrade Microsoft Dynamics solutions, including Microsoft Dynamics CRM. The Sure Step Methodology is available to Microsoft Partners and helps you reduce risk and make deployment and configuration of Microsoft Dynamics solutions much more predictable.Sure Step is the project management Process for Microsoft for Dynamics Projects. Like any other Software Process, Sure Step tells you WHO shall do WHAT and in WHICH ORDER and who is RESPONSIBLE for what. So a software process can be seen as the sum of years of knowledge and best practice in software development. Sure Step defines process phases, milestones roles, artifacts, cross-phase-processes and additional project management processes. Sure Step supports a broad range of products: Dynamics AX, Dynamics NAV, Dynamics GP, Dynamics SL and Dynamics CRM. And different project types: Full Implementation, Rapid Implementation, Optimization and Upgrade. Products and project types can be combined. Microsoft provides the Sure Step Overview Diagram for sales and training situations. Assuming that this is a “Training Situation” I have uploaded the Overview Diagram.

The Process Guide

Microsoft provides both, an electronic process guide, and an editor. The process guide is an HTML Project combined with ActiveX Elements. It is possible to filter the process guide content with the ActiveX Filter. Internet Explorer is required to view the process guid properly. The Editor is part of the Sure Step Package. It allows you to tailor the process to your needs. I’ve encountered several problems running the editor on a non-English windows version. Generating the static content breaks with an error message that some path cannot be found. Solution: Setup an English windows on a virtual pc image and edit the content there.

Phases

Sure Step defines 6 Main Phases and 2 additional phases for optimization and upgrade. It covers the complete lifecycle from project initiation, development, deployment, optimization and upgrade to the next version. A phase ends with a milestone. A milestone is a sum of artefacts created or refined in the phase. If the milestone is accomplished you may start the next phase. At the first look the phases look like a waterfall model, but of course Sure Step isn’t waterfall. Cause waterfall do not works in reality.

Sure Step Phases:

Diagnostic: The diagnostic phase contains analysis of the customer process at a very hi level. Focus of the diagnostic phase is the project initialization; To setup a project plan, agree on an approach and scope definition.

Analysis: In the analysis phase most of the business processes are identified and documented at a high level. If necessary an external specialist helps you to do so. Goal of the analysis phase is to understand the customers business and processes performed. Modeling and documenting the customers business is important. Microsoft Provides a new tool for the modeling: Microsoft Sure Step Business Modeler

Design: Main purpose of the design phase is to find a way how the customers’ processes and needs can be implemented with Dynamics. At this point there may be more than one solution for a topic. You need to identify the best strategy for the implementation phase. Although prototyping is not covered in sure step, this is the point where to build prototypes and do load testing on the prototype implementation.

Development: Most of the programming work is done in the development. Development covers the creation of new features and adaption of existing features as well as the data migration. All features and the data migration has to be tested. Beside feature and data migration testing it is necessary to do security testing. The phase ends when most of the specified features are developed and tested and the data migration is done.

Deployment: Goal of the deployment phase is to setup the operational dynamics environment at the customer. Beside installation, configuration and feature deployment, the phase focuses on testing at system level. So you have to run the user acceptance tests, process tests, security tests and load tests as defined in the test plan. When the system runs and all tests pass the deployment phase is finished.

Operation:

Optimization:

Upgrade:

Cross Phase Processes

While a Phase is a view on the process between milestones, a cross phase process is a view on the process for a specific software engineering discipline. Like the name suggests Cross Phase Processes are performed in several phases. In general, most Cross Phase Processes are performed from project start to end. Without the Management Disciplines, Sure Step defines 8 Cross Phase Processes

Business Process Analysis

Configuration

Data Migration

Infrastructure

Installation

Integration

Testing

Training

Role

Sure Step defines 20 different roles and divides them in “Consulting” and “Customer” roles. Sure Step gives hint what skills are necessary to fulfill a role and typical tasks for the role. A role can be performed by more than one person, eg. there may be more than one Development Consultant. A person may perform more than one role, eg. a consultant may be both Application- and Development Consultant.

Consulting Team: Sales

Executive Sponsor

Account Manager

Sales Representative

Technical Sales Specialist

Consulting Team: Project

Engagement Manager: The Engagement Manager participates only in the starting phase of a project. He is responsible to transfer a sales project into a implementation project.

Project Manager: The project manager is what the name suggests; The project manager. He keeps the project running, allocates resources, maintains the project plan, work break down structure and is the contact person for the Customers project manager. The Project manager has a representative function and coordinates meetings with several team members.

Business Analyst: The BA is a specialist on a certain domain, like production, financial, etc. He supports the project team during the Diagnostic and Analysis Phase. He is responsible for outlining existing processes at the customers company. In the Analysis phase the process knowledge is transferred from the Business Analyst to the Application Consultant.

Application Consultant: The Application Consultant has a deep knowledge of the Dynamics System and modules. He takes part in every project phase from diagnostic to deployment, optimization and upgrade. His main purpose is to bring the customer processes into a Dynamics like form. Optimizing existing processes to fit the Dynamics built in processes and defining new processes.

Solution Architect: The Solution Architect in Sure Step is described somehow as the God of Dynamics. He knows everything! The Solution Architect has a deep knowledge of Dynamics as well as Development in Dynamics. He is familiar with .NET, Visual Studio, BizTalk, Windows Server Systems and of course Database Systems. He knows about the technical aspects about Application Integration, Web services as well as the benefits of a service oriented architecture. By the way the Solution Architect has also skills in business modeling and software documentation.

Development Consultant: The Development Consultant realizes the requirements in Dynamics. He is an expert in Dynamics Development and Development Tools. The Development Consultant has a broad knowledge about .NET and Development with other Microsoft Products. He is familiar with the Microsoft Software stack from Operations Systems and Servers, to Database Servers and SharePoint, BizTalk, etc.

Technology Consultant: The Technology Consultant can be described as a kind of Administrator. He has a deep knowledge on installing and configuring Microsoft Products and especially Dynamics Software. He is responsible for setting up a production, development and testing environment. The Technology consultant is also a networking specialist.

Support Engineer

Customer

Executive Sponsor

Business Decision Maker

Purchase Manager

Project Manager

IT Manager

IT Team Member

Key User

End User

Categories: CRM, CRM 2011 Tags:

How to do a filter lookup on entity with 1:N relation in CRM 2011?

May 16, 2011 Leave a comment

Hi Guys, was just wondering if the filtered lookup have been provided by the standard CRM 2011 system out of box. Just found some days back while I was implementing a requirement for a new client so thought to share it with you all.  Follow the steps below for magic to unwind.

For filtering lookup field of contact related to the parent Customer(Account)
we use the following step for filtered record in this field.

step1-Go to the form of the customize entity and open Primary contact lookup field.

step 2-Go to the related record filtering section of the field property. Here you can see only show record where condition-you select Contact(Parent Customer (Accounts)) and select current record and you can also  allow user turn off filtering by using check-box. Allow user to turn off filter.

step 3- you can also select different  view from the view selector property of the field

After this save the form and publish the customization and you can see the magic that record filtered from the parent contact.

Hope this helps

Categories: CRM 2011 Tags:

How to add JQuery support to CRM 2011?

Last night I spent couple of hours trying to debug a JQuery code in MS CRM 2011 which was not working as expected. After debugging I realized that JQuery native support is not available in microsoft CRM 2011. This was the exact reason why the Javascript was unable to recognize ‘$’ symbol and ribbion stopped showing on CRM 2011 page.  The easiest way to get this working is by creating a web resource and adding Jquery min file to it.

Do the following

  1. Go to http://jquery.comand then to Download
  2. find the latest Jquery min (select the minified version, at the time of writing http://code.jquery.com/jquery-1.6.1.min.js was the latest)
  3. Now go to CRM 2011 and create a web resource
  4. Add the new Web resource by name JQueryMin1.6.1 (JQuryMin<Verion>)
  5. Upload the Downloaded file to JQuery to this web resource.
  6. Now add this web resource to which ever form you want to use JQuery api

Hope this helps.

Categories: CRM 2011, JQuery Tags: ,

Licensing for Dynamics CRM

 

Dynamics CRM offers editions that cover implementations for small, to mid-level, to even very large organizations.

EDITIONS

  • Microsoft Dynamics CRM 2011 Server. There is no user limit for this edition.
    Additional features include support for multiple organizations, multiple server instances, and separate role-based service installation.
    Role-based services let you increase performance by installing component services on different computers.
  • Microsoft Dynamics CRM Workgroup Server 2011. This edition is limited to five, or fewer, users. This version is limited to a single organization and a single computer that is running Microsoft Dynamics CRM Server 2011.

LICENSING

A Microsoft Dynamics CRM deployment operates by using a single product key. Microsoft Dynamics CRM 2011 does not require additional product keys to be added when changes are made, such as adding a client access license (CAL). The single product key contains the Microsoft Dynamics CRM version, server license, and the CALs.

You can view and upgrade a license in Deployment Manager. Deployment Manager is a Microsoft Management Console (MMC) snap-in that system administrators can use to manage organizations, servers, and licenses for deployments of Microsoft Dynamics CRM.

Client Access License Types

You can view and modify client access license types for each user in the Users area of the Settings area in the Microsoft Dynamics CRM Web client.

 LICENSING STRUCTURE: ON-PREMISE SERVER EDITIONS

Every server that runs Microsoft Dynamics CRM 2011 requires a Server License. Two Server Editions are available for Microsoft Dynamics CRM 2011:

MICROSOFT DYNAMICS CRM WORKGROUP SERVER 2011

  • Offers the same rich feature set as Microsoft Dynamics CRM Server 2011.
  • Includes and supports a maximum of 5 named User licenses
  • Licensed as a Specialty Server
  • For greater than 5 User support, Customers may purchase a Step-Up to Microsoft Dynamics CRM Server 2011*
  • Runs on Windows Server 2008 x64 -based computers and Windows Small Business Server 2008
  • On price lists this product SKU appears as: Dyn CRM Wkgrp Svr 

MICROSOFT DYNAMICS CRM SERVER 2011

  • Offers a rich feature set, and supports multi-tenant deployments.
  • Users are only limited by Server capacity, there is no licensing limit on the number of users
  • Licensed under the Server/CAL licensing model
  • Users may be added by purchasing Microsoft Dynamics CRM CALs, as outlined below
  • Runs on Windows Server 2008 x64 -based computers and Windows Small Business Server 2008
  • On price lists this product SKU appears as: Dyn CRM Svr

CLIENT ACCESS LICENSES

Microsoft Dynamics CRM 2011 Servers are licensed under the Microsoft Server/CAL licensing model, meaning that they require a separate Server license for each Server on which the software is installed, plus a User Client Access License (CAL) for every internal user who accesses CRM.

The CAL functionalities supported for Microsoft Dynamics CRM Server 2011 are:  

  • Employee Self Service CAL – The Employee Self Service (ESS) CAL provides a user with limited API access and limited read-write access to “Microsoft Dynamics CRM functionality” through any application/graphical user interface (GUI), other than the Microsoft Dynamics CRM client.

“Microsoft Dynamics CRM functionality “means that users may view, manipulate, input, query or otherwise structure CRM „live‟ data. „Live‟ data is information that, via use action, dynamically writes to or reads from, or synchronizes with Microsoft Dynamics CRM, whether it is accessed directly or indirectly.

  • Limited CAL – The Limited CAL provides a user with full read-only access (e.g., for reports) and limited write access to “Microsoft Dynamics CRM functionality”. Users may view or query CRM data.
  • CAL – The CAL provides a user with full read-write access to all capabilities within Microsoft Dynamics CRM 2011.
  • Limited Use Additive CAL – The Limited Use Additive CAL provides a user with full read-access and limited write-access functionality using any client, and may only be purchased to supplement an ESS CAL, for Users who may later require full read and limited write access.
  • Full Use Additive CAL – The Full Use Additive CAL provides a user with full write-access functionality, and may only be purchased to supplement a Limited CAL, for Users who may later  require full read and write access.

EXTERNAL CONNECTORS

 The Microsoft Dynamics CRM 2011 External Connector enables customers to extend CRM to their external users such as customers, partners, suppliers, and end users who access a copy of the server software (for which a license was acquired), through any application/graphical user interface (GUI), other than the Microsoft Dynamics CRM client. “External Users” are users who are not either (i) your or your affiliates‟ employees, or (ii) your or your affiliates‟ onsite contractors or agents, External users also does not include hosted-software service users, such as those already licensing via the Microsoft Service Provider License (SPLA).
An External Connector must be purchased for each server that hosts an application that provides external access to Microsoft Dynamics CRM 2011 data as described above. External users should not be using the Microsoft Dynamics CRM 2011 applications & GUIs directly. The alternative is for every external user to acquire a CAL

The External Connector provides external users with limited API access and limited read-write access to Microsoft Dynamics CRM 2011 data, such as that provided through any application/graphical user

An External Connector is a license only, and does not include any physical software components, and does not include licensing for any other Microsoft products. If external scenarios integrate with Microsoft SQL Server, Microsoft Office SharePoint or any other product license rights for these must be established separately.

ACADEMIC LICENSING

Microsoft Dynamics CRM 2011 will be offered at a discounted rate to qualifying academic institutions via:

  • Campus & School Agreement (Exception: Microsoft Dynamics CRM Workgroup Server)
  •  Academic Select (Exception: Microsoft Dynamics CRM Workgroup Server
  • Open Academic
  • Microsoft Business Solutions Academic Alliance. (BRL/DPL only & Exception: Microsoft Dynamics Workgroup Server)
  • Microsoft Dynamics CRM Online
  • Service Provider License Agreement (SPLA)
  • ISV Royalty Agreement

Customers enrolled in Campus / School Agreement can take advantage of academic pricing through the existing campus and school agreements to subscribe to Microsoft Dynamics CRM Online. The service is coterminous with the underlying Campus Agreement / School Agreement enrollment. Institutions are not obligated to enroll all full-time employees or devices; the academic institutions can purchase subscriptions based on the actual users. Moreover, the institutions enjoy the flexibility to deploy the service in multiple stages.

Learn more at: http://crm.dynamics.com/how-to-buy

Categories: CRM Tags: ,
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