Archive for the ‘CRM’ Category

How to populate a parent form lookup field value in a child form without using fetch xml in CRM 2011

June 11, 2011 Leave a comment

If we want to retrieve data of a lookup field of parent form in a child form lookup field then we can use very easy javascript code without fetch xml in CRM 2011.

Let your parent form entity be Case(Incident) in which we need to retrieve a field name Customer of type   lookup (Having two types of values i.e. contact and account) in this lookup field.

The child  entity name casetask   having 1:N relationship(Case to Case task) and  Casetask entity has a lookup field of  Customer Contact in Casetask form so we can retrieve the custtomer data which is filled in Case entity(Customer field)  in the Casetask entity (Customer Contact  field )

So we can use  following  javascript code.

Define the function SETVALUE()

function SETVALUE()
if (Xrm.Page.ui.getFormType() == 1)  //Check if  form is in create mode
var oType =crmForm.ObjectTypeCode;
if ( != null)
if ( ( != null) &&
    ( != null) &&
    ( != null) &&
    ( != null)) // Check if parent form is null
var parentForm =;
if (parentForm.ObjectTypeName == “incident”) // Check if parent form type is same or different
var lookupData = new Array();
var lookupItem= new Object();

if (parentForm.all.new_customerid.DataValue && parentForm.all.new_customerid.DataValue[0].id  ) //Check parent customer id field is not null 
var contactname   = parentForm.all.new_contact.DataValue[0].name  ; parentForm.all.new_contact.DataValue[0].id ; = contactname ;
lookupItem.entityType = “contact” ;
lookupData[0] = lookupItem;
Xrm.Page.getAttribute(“new_customerid”).setValue( lookupData );                


Categories: CRM, CRM 2011 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.


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.




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


Data Migration







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


Executive Sponsor

Business Decision Maker

Purchase Manager

Project Manager

IT Manager

IT Team Member

Key User

End User

Categories: CRM, CRM 2011 Tags:

Licensing for Dynamics CRM


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


  • 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.


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.


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


  • 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


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.


 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.


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:

Categories: CRM Tags: ,

How to add button to CRM 2011 form?

April 27, 2011 Comments off

Suppose you want to add a custom button in the CRM Form in 2011 note I am talking about adding button to form not ribbbon, you need to add an attribute in the entity which will then be placed in the Form design and

then the attrbute be converted in a Button at runtime using the javascript below.

The below script can be attached as a web resource file of type Script(JScript).

The Form Onload method can then call the method “create_button_from_textattributeFunction” which will actually create the custom button at runtime.

//CRM 2011 – Custom Button Creator
//Creates a Button from a Text attribute in CRM form.
//For every Button you need, create a Text Attribute and place it on the Form

function create_button_from_textattribute(fieldname, buttontext, buttonwidth,clickevent)
crmForm.all[fieldname].DataValue = buttontext;
crmForm.all[fieldname].style.borderRight=”#3366cc 1px solid”;
crmForm.all[fieldname].style.borderTop=”#3366cc 1px solid”;
crmForm.all[fieldname].style.borderLeft=”#3366cc 1px solid”;
crmForm.all[fieldname].style.borderBottom=”#3366cc 1px solid”;

function push_button(){”1px”;”1px”;

function release_button(){”0px”;”0px”;

// tell the button what to do when clicked
function functionOnClick()
     alert(‘This is a CRM 2011 button click!!!!’);

// create the custom CRM button
function create_button_from_textattributeFunction()
create_button_from_textattribute(‘name’, ‘CRM 2011 Button’,’184px’, functionOnClick);

Categories: CRM

How to hide get started panel in CRM 2011?

April 15, 2011 Comments off

One of my client was irritated by the ‘Get started here’ pane which is shown by default in CRM 2011 (highlighted in image below).

Get started area CRM 2011

Get started area CRM 2011

So I started looking at ways of hiding it. The answer comes really simple. It is a setting under ‘Personal Setting option’ which has to be turned off to hide the pane for the current logged-in  user. For doing so perform the following steps

  • go to Files (appears left top of screen)
  • select options (a new dialog will open up)
  • On the general tab find the setting “Show Get Started panes on all lists” un-select to hide the get started section.
Get started panes personal setting

Get started panes personal setting

If on the other hand you want to hide get started pane for all users in the system you can do so by

  • Go to settings (left navigation area)
  • find Administration (under system section)
  • find the option by name “Show Get Started panes on all lists for all users” select no
Get started panes Admin setting

Get started panes Admin setting

Hope this helps

Categories: CRM

JScript changes from CRM 4.0 to CRM 2011

April 14, 2011 2 comments

So you want to port you CRM 4.0 Java script changes to CRM 2011. Well here is a table that can help.

Request To

CRM 4.0

CRM 2011

Set Field Value



Get Field Value



Set requirement fields

For No Requirement——————————


crmForm.all.CRMFieldSchemaName.setAttribute(“req”, 0);


crmForm.all.CRMFieldSchemaName_c.className = “n”;


For Recommended——————————


crmForm.all.CRMFieldSchemaName.setAttribute(“req”, 1);


crmForm.all.CRMFieldSchemaName_c.className = “rec”;


For Required——————————


crmForm.all.CRMFieldSchemaName.setAttribute(“req”, 2);


crmForm.all.CRMFieldSchemaName_c.className = “req”;


Enable/Disable fields

crmForm.all.CRMFieldSchemaName.Disabled = true;


crmForm.all.CRMFieldSchemaName.Disabled = false;


Hide fields = ‘none’;


crmForm.all.CRMFieldSchemaName =’none’;

Show fields = ‘block’;   OR

Xrm.Page.ui.controls.get(“CRMFieldSchemaName“).setVisible(false); = ‘inline’;

Get Pick list Value



Set Pick list Value

crmForm.all.CRMFieldSchemaName.DataValue= value;


Get Lookup value

var lookupItem = new Array;

var lookupItem = new Array;

lookupItem = crmForm.all.CRMFieldSchemaName.DataValue;

lookupItem = Xrm.Page.getAttribute(CRMFieldSchemaName).getValue();

if (lookupItem[0] != null)

if (lookupItem[0] != null)











Set Lookup value

var lookupData = new Array();

Xrm.Page.getAttribute(“CRMFieldSchemaName”).setValue( [{id: idValue, name: textValue, entityType: typeValue}]);

var lookupItem= new Object();

Or = ‘guid‘;

var value = new Array();

   lookupItem.typename = ‘entityname‘;

value[0] = new Object(); = ‘TextVal‘;

value[0].id = guid‘;

   lookupData[0] = lookupItem;

value[0].name = TextVal‘;

   crmForm.all.CRMFieldSchemaName.DataValue = lookupData;

value[0].entityType = typeValue;





Tab Hide = “hidden”;

Xrm.Page.ui.tabs.get(Tab Index).setVisible(false);

Xrm.Page.ui.tabs.get(Tab Index).setVisible(true);


Xrm.Page.ui.tabs.get(Tab Name).setVisible(true);

Categories: CRM, JavaScript Tags:

What’s so cool about MS CRM 2011?

Many of my clients have been asking why they should move from CRM 4.0 to CRM 2011?

Though there is a real talk about the many new features added to Dynamics CRM 2011 which were missing in its earlier version, Dynamics CRM 4.0. I will like to cover the features that will impact you the most as an end user. With this intention I though of writing a blog about the really cool features that matters most to an end user.

1) Dialogs: Dialog is a really cool feature added to Dynamics CRM 2011. Dialogs let you design a questionnaire which the sales executive can follow when talking to a prospect. The data received from the questionnaire can be pushed into any entity record of your choice in the CRM system. Thus a questionnaire on feedback post sales can push data into a case or a presale questionnaire can push data about allocated budget of client into lead/contact record.

Does it matter to you? Of course it does as it helps you stream line the process. It lets your staff get align with the business needs and sales process. It makes sure that all information pre-post sale/purchase is always captured.

2) Connections: In CRM 4.0 “Relationship Role” could be created between contact, account and opportunity. What this meant was social relationships like father of, mother of, employee of, employer of etc could have been created to store more information about the prospect. In CRM 2011 this is now extended to all entities. I.e. now you can link an order to a contact with relationship referred sale, or Invoice to a contract or Case with any relation you need depending on your business needs. Isn’t this cool? This helps you store ad-hoc relationships between entities, which is very useful when talking to a prospect.

3) Dashboards and reports: Users are now able to leverage Microsoft Dynamics CRM for advanced business intelligence functionality. Multiple dashboards can be managed to monitor the overall performance of the business, and the dashboards of Microsoft’s CRM are intuitive and easy to navigate. The new Microsoft CRM add on allows users to benefit from being able to utilize business intelligence information to quickly and easily identify customer and market trends.

4) Ribbon & usability: The new Ribbon added at the top of CRM 2011 screens has greatly improved the usability of CRM 2011. This not only far more easy to use but also reduces time to learn and train new employee.

Categories: CRM Tags:
%d bloggers like this: