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Archive for the ‘Customizations’ Category

MS CRM Attribute Mapping Error When Importing Customizations

May 25th, 2010 DynamicsMSCRM No comments

Failure: Entity-Entity: This attribute map is invalid. A valid attribute map must meet these requirements:
-	The data type must match.
-	The length of the target attribute cannot be shorter than the source attribute.
-	The format should match.
-	The target attribute must not be used in another mapping.
-	The source attribute must be visible on the entity form.
-	The target attribute must be a field a user can enter data into.
-	Address ID values cannot be mapped.

This can be a number of thing however, in my case it was attributes that were mapped differently than expected. To resolve it I had to open the Customization XML file and review the mappings there were bring created, comparing then to the CRM instance. By then deleting the inconsistant ones on the tenant the XML file then imported correctly.

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LinkedIn and MS CRM

May 21st, 2010 DynamicsMSCRM No comments

1) Create the iFrame
Add an Iframe and name it IFRAME_LinkedIn. Uncheck restrict cross-frame scripting box and check the “automatically expand to use available space” box under the row layout section of the formatting tab. Click ok to save the iframe changes.

2) Add Code
Enter the following code on the OnLoad event of the from.

var CRM_FORM_TYPE_CREATE = 1;
var CRM_FORM_TYPE_UPDATE = 2;
switch (crmForm.FormType)
{
case CRM_FORM_TYPE_UPDATE:
crmForm.all.IFRAME_LinkedIn.src=”http://www.linkedin.com/search?search=&company=” + crmForm.all.name.DataValue+ “&currentCompany=currentCompany&searchLocationType=I&countryCode=us&postalCode=” + crmForm.all.address1_postalcode.DataValue+ “&distance=50&sortCriteria=3″;
break;
}

NOTES:
Required Fields
Account Name and Zipcode are required fields for this integration and should be made as required fields in MS-CRM. The Zipcode requirement can be removed by removing the location references in the URL.

Sorting
The lists will be sorted by the default sorting (degrees and Name). This can be changed by changing the sortCriteria value.
1: Number of Connections
2: Degrees and Recommendations
3: Degrees and Name
4: Keyword (CompanyName) relevance

Troubleshooting
If you get a security message when you open the account record or the following message in the LinkedIn iframe “Navigation to the webpage was canceled”, you need to change security settings in Internet Explorer to enable “Display Mixed Content”.

Sourced From Statera

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Categories: Customizations, Scripts Tags:

Quick Fix for Microsoft CRM Lead Notes Converting to Qualified Entities

May 20th, 2010 DynamicsMSCRM No comments

Within MS CRM 4.0 the Lead notes and attachements do not convert to the Account, Contact or Opportunity when converting the Lead. The following is a work around that allows for the information to be mapped to one or all of these entities.

First we will need to customise the account form, adding a new tab and section called Originating Lead Notes and then adding an iFrame called IFRAME_LeadNotes. Set the URL of your iFrame to about:blank and untick Restrict cross-frame scripting.

Next, download and add the JavaScript code to your form onload event:

Publish your changes and you are now able to view the original lead’s notes in your account form.

NOTE: Make sure the OriginatingLead attribute is on the form otherwise the script will error.

To make the solution even more user friendly rather than show a blank iFrame you may want hide the Lead Notes tab if there is no Originating Lead. This solution can also be used in other areas where you want to show notes from another record on a form. The skies are the limit :)

Sources From CRM in the Real World

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MS CRM List Vew Record Counter For Microsoft Dynamics CRM 4.0

May 17th, 2010 DynamicsMSCRM No comments

Record Counter

When you open CRM and select a view that contains more records than can be shown on one page, you don’t know how many records are in this view. My Record Counter creates a ‘dummy’ record (just emulates it without creation of this record in CRM) and it shows the count of records and pages in the primary field. It works even if the count of records in fetch response is greater then 5000.

Every time this plugin is called, it calculates the count of records and pages.

Sourced From CRM Team Blog

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Categories: Customizations Tags: , ,