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Multi Select options updated for Dynamics CRM 2011 Rollup 14

Multi-select options in Dynamics CRM 2011 (and 4.0) have been solved in a number of ways, many being based on Jim Wang’s excellent solution. With the introduction of cross-browser support and the XRM client API, there are a number of tweaks to make to Jim’s solution making it cross browser compatible and supporting CRM 2011 Rollup 14.

Initially, dependency on a cross-browser script library should be used. In this instance im using jQuery (HREF).  The remaining changes include the use of the XRM.Page functions rather than getElementById througout the script.

The script is called with the function DisplayMultiSelectPickList(“new_CustomOptionsField”, “new_CustomOptionsValue”);
where new_CustomOptionsField … Continue Reading

CRM Notes can update the Regarding Record ModifiedOn Date

Changes in CRM record data is a common part of business process, and clients often use the “ModifiedOn” field in views as an indication of new information in a recordset. However, adding text in an entity “notes” field does not update the “ModifiedOn” date. A client using this pattern were looking for a simple configuration-only solution using Workflows. The following example describes how to implement the solution for the Opportunity entity.

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CRM 2011 Online integrated with TASGroup Dealmaker

Integrated servicesChannel 9 feature Dynamics CRM 2011 integrated with the Dealmaker sales management tool. This CRM online solution demonstrates many of the data and event integration points available in CRM 2011.

In this video Wendy Reed from The TAS Group showcases Dealmaker in Microsoft Dynamics CRM 2011 Online.  Dealmaker helps sales people to sell smarter and manage better by embedding intelligent deal coaching, social networking, configurable sales process, and proven sales methodology.

Converting the CRM 2011 Customer Portal to use Forms Authentication and the ASP.NET SqlMembershipProvider

Out of the box, the CRM 2011 Customer Portal is integrated with LiveID authentication.  While this is a great example of an integrated authentication provider, it may not be the ideal solution for your business and it’s certainly a tricky configuration to get working in your debug environment.  All is not lost. It’s a very simple process to convert the out-of-the-box Customer Portal to use Forms Authentication and the SqlMembershipProvider.

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Add an item to a CRM 2011 queue using javascript

Here’s a nifty little CRM2011 javascript function to add records of type targettype, with the uniqueindentifier, recordid, to a queue identified by queueid.

var addtoqueue_xmlHttpRequest = null;
function AddToQueue(targettype, recordid, queueid) {

var header = context.getAuthenticationHeader();
var target = “TargetQueued” + targettype; //http://msdn.microsoft.com/en-us/library/bb959372.aspx
var routetype = “Queue”;

var xml = “” +
“<?xml version=\”1.0\” encoding=\”utf-8\”?>” +
“<soap:Envelope xmlns:soap=\”http://schemas.xmlsoap.org/soap/envelope/\” xmlns:xsi=\”http://www.w3.org/2001/XMLSchema-instance\” xmlns:xsd=\”http://www.w3.org/2001/XMLSchema\”>” +
header +
”  <soap:Body>” +
”    <Execute xmlns=\”http://schemas.microsoft.com/crm/2007/WebServices\”>” +
”      <Request xsi:type=\”RouteRequest\”>” +
”        <Target xsi:type=\”” + target + “\”>” +
”          <EntityId>” + recordid + “</EntityId>” +
”        </Target>” +
”        <SourceQueueId>00000000-0000-0000-0000-000000000000</SourceQueueId>” +
”        <RouteType>” + routetype + “</RouteType>” +
”        <EndpointId>” + queueid + “</EndpointId>” +
”      </Request>” +
”    </Execute>” +
”  </soap:Body>” +
“</soap:Envelope>” +

addtoqueue_xmlHttpRequest = new ActiveXObject(“Msxml2.XMLHTTP”);
addtoqueue_xmlHttpRequest.Open(“POST”, “/mscrmservices/2007/CrmService.asmx”, … Continue Reading

CRM 2011 Online Plugin calling Authenticated Web Services

The ability to calls external web resources (sites and services) from within a CRM 2011 online plugin (running in the sandbox) is a major piece of integration kit.  The fact that the ability to do it in practice has been up in the air during the CRM 2011beta phase has been a bit of a worry.

The  code snippet below (from a CRM Online plugin) allows me to succesfully connect to a remote web service requiring Basic/API Realm credentials.

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More REST queries with CRM 2011

Prompted by a question on a previous post, I’ve posted some additional examples on the CRM 2011 REST interface. In particular, this post covers the ability to query relationships and complex types.  All the examples below and more are explained in the CRM 2011 SDK.
From an <entity>Set query, there are a number of <link …>  elements that describe the URL’s to access information from the current entity relationships. For example:

To list a specific Account, request


If you then search in the response content for “contact_customer_accounts”, you will find an entry like

<link rel=”http://schemas.microsoft.com/ado/2007/08/dataservices/related/contact_customer_accounts” type=”application/atom+xml;type=feed” title=”contact_customer_accounts” href=”AccountSet(guid’b9436b0d-b832-e011-9e40-00155da9cd4f’)/contact_customer_accounts” />

The href … Continue Reading

CRM 2011 xRM.SDK.Relationship and the missing link

The CRM 2011 API contains a new class xRM.SDK.Relationship. Relationship manages the parent-child reference between entities and allows you to express “RelatedEntites” in a parental or referential relationship and create the whole stack in a single Create() call.  Thats the theory but it doesn’t appear to work as expected. Continue Reading

Cloud-based version of Microsoft Dynamics CRM 2011 now available worldwide

Dynamics CRM 2011 is delivering the “Power of Productivity” to a worldwide audience with today’s release of its online CRM solution.

Featuring powerful marketing, sales and customer service functionality, a familiar Office based user experience and a fantastic introductory rate, its hard not to ignore Dynamics CRM as a complete customer relationship solution for any sized business.

Dynamics CRM 2011: xRM Cloud Acceleration Lab Videos

For anyone interested in Dynamics CRM 2011 and its Windows Azure integration capabilities, the CRM Team Blog has listed a series of videos from the xRM Cloud Acceleration Lab.