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Contents tagged with Dynamics CRM

  • Programmatically registering plugins in CRM 4

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    The plugin registration tool is great when you want to quickly register, change and test plugins, but if you have an automatic build/testing environment you need some way to creating a new CRM organisation, importing customizations, register custom plugins/workflows and run your tests.

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  • How to change the grid icons dynamically

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    Here is an unsupported but a harmless customisation you can do to Dynamics CRM in-order for you to change the grid icons dynamically. In the example above I wanted to show whether an account has been locked or not (keep an eye out for my next blog post on how you can set privacy settings on records/child records per user and per role)

    The standard grids in Dynamics CRM has a css class defined called "ms-crm-List-Data", if you have a look at the /_grid/AppGrid.css.aspx you'll see that, that class has a behaviour defined, this is what we'll use to swap out the icon.

    For example
    .ms-crm-List-Data
    {
    table-layout: fixed;
    width: 100%;
    behavior: url(/_static/_grid/appgrid_defaultdata.htc) url(/isv/magnetism/project/swapicon.htc);
    }

    Highlighted in bold is our custom behaviour script, which looks something like this:

    <public:component lightweight="true">
    <    public:attach event="ondocumentready" onevent="initSwapIcon()"/>

    <    script language="JavaScript"></script>
    <    script type="text/javascript">
    function initSwapIcon() {
        // only apply it to known entities + xyz crm
        if (typeof (this.oname) != "undefined" && window.location.href.toLowerCase().indexOf("xyz") > 0) {
            if (this.oname != "1") { return; } // 1=account
                for (var i = 0; i < this.rows.length; i++) {
                if (typeof (this.rows[i].oid) != "undefined") {
                    this.rows[i].cells[1].innerHTML = "<img src=\"" + "/isv/magnetism/project/swap-icon.ashx?id=" + this.rows[i].oid + "&type=" + this.oname + "\" />";
            }
        }
    }
    }
    </script>
    </    public:component>

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  • Pre-filter the Dynamics CRM Form Assistant

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    Time for another trick...

    While trying to reduce as many clicks as possible one customer insisted that they want the form assistant pre-filtered, most of you are aware that this is not supported. Google Bing said it's unsupported and I couldn't see any useful info so opened up the IE Dev Toolbar and found that there are 2 elements; a textbox for searching via form assistant and the search icon (findValue and btnGo), now all that's needed is to put our pre-filtering text into it and force click that button!

    On the form onLoad event

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