Joseph Michael Pesch
VP Programming

Customize MS CRM Marketing List Members Default View

by 7. July 2011 15:25

I wanted to customize the Marketing List Members default view, specifically just to add the EMail address column.  The default view was originally three columns: Full Name, Business Phone and Address 1: City.  I assumed this would be accomplished by modifying the Contact entity; specifically the "Contact Associated View".  When I opened that view it did in fact seem to match the Marketing List Members default view; however, after modifying and publishing the Contact Assoiated View, the Marketing List Members view was unaffected.  Upon further inspection I noticed the icon of the Marketing List Members was different than that of the Contacts which led me to believe that I was working with the correct entity.  However, I could not find any entity in the Customize Entities screen that had th same unique icon as the Marketing List Members.  As it turns out although you cannot modify the Marketing List Members default view through the Customize Entities screen, there is a workaround that will allow you to customize it. 

Follow the steps below:

  1. From the main CRM screen perform an "Advanced Find".
  2. In the "Look for:" dropdown select "View".
  3. In the details section dropdown select "View" from the "Fields" section of the dropdown values.
  4. Set the operator to "Equals" (which should be the default).
  5. In the "Enter Value" field type "All Members" and/or select from the magnifier button pop-up screen.  NOTE: there may be more than one "All Members" (in my case there were three), so make sure to select all of them.
  6. Click the "Find" button.
  7. Double-click the result rows (one at a time) and modify the view when it opens.
  8. Click "Save and Close", repeat as necessary for each of the views.
  9. IMPORTANT: The changes you made will not be visible until you go back to the Customize Entities screen and select "More Actions" > "Publish All Customizations" from the menu at the top of the entity list.

Tags:

MS CRM

Customize MS CRM Marketing List Members Default View

by 7. July 2011 15:05

I wanted to customize the Marketing List Members default view, specifically just to add the EMail address column (the default view was originally just Full Name, Business Phone and Address 1: City).  I origially assumed that this would b accomplished by modifying the Contact entities "Contact Associated View".  When I opened that view it did in fact seem to match the Marketing List Members default view; however, after modifying and publishing the Contact Assoiated View, the Marketing List Members view was unaffected.  Upon further inspection I noticed the icon of the Marketing List Members was different than that of the Contacts and in fact I could not find any entity in the Customize Entities screen that had that same unique icon.  As it turns out you cannot modify the Marketing List Members default view through the Customize Entities screen.  There is however a workaround that allow you to customize it.  Follow the steps below:

  1. From the main CRM screen perform an "Advanced Find".
  2. In the "Look for:" dropdown select "View".
  3. In the details section dropdown select "View" from the "Fields" section of the dropdown values.
  4. Set the operator to "Equals" (which should be the default).
  5. In the "Enter Value" field type "All Members" and/or select from the magnifier button pop-up screen.  NOTE: there may be more than one "All Members" (in my case there were three), so make sure to select all of them.
  6. Click the "Find" button.
  7. Double-click the result rows (one at a time) and modify the view when it opens.
  8. Click "Save and Close", repeat as necessary for each of the views.
  9. IMPORTANT: The changes you made will not be visible until you go back to the Customize Entities screen and select "More Actions" > "Publish All Customizations" from the menu at the top of the entity list.

Tags:

MS CRM

MS CRM Diagnostics

by 24. February 2011 16:33

 Create a platform trace by doing the following steps

·         Run the CRM diag tool on the CRM server.

·         In the Platform Tracing Section click to change the button to Enabled.

·         Recreate the issue by editing the attribute Requirement level and saving it.

·         In the Platform Tracing Section click to change the button to Disabled.

·        

To get the crm_server_report_information.

·         Download the new tool on to the crm servers

·         Select the Dynamics CRM Server from the dropdown

·         On the section Troubleshooting file for support

·         Click on Create file

 

NewCrmDiagTool4.zip (397.56 kb)

Tags:

MS CRM

MS CRM Set Picklist Value

by 15. October 2010 17:23

// Set new_clienttype picklist value to 2

entity.new_clienttype = new Picklist() { name = "new_clienttype", Value = Convert.ToInt16(2) };

Tags:

MS CRM

MS CRM SOAP Call to WebService

by 1. September 2010 21:55

This sample would link to Client Address Zip Code field (onchange event) to find the State that corresponds to the zip code entered.

function Address1_PostalCode_OnChange() {

  var xmlHttp;

  function SoapCall() {

    // Get zip code from screen field

    var oField = event.srcElement;

    var zipCode = "";

    if (typeof (oField) != "undefined" && oField != null) {

      zipCode = oField.value;

    }

 

    // creatng the xmlHttp object

    xmlHttp = new ActiveXObject("Microsoft.XMLHTTP");

    // Calling the web service using post and true means asynchronous call

    xmlHttp.open("post", "http://mysite.com/ZipCountyWS/ZipCountyWS.asmx", true);

    // Setting the request header to let the web service identify the soap request we would be sending

    xmlHttp.setRequestHeader("Content-Type", "text/xml; charset=utf-8");

    // http://mynamespace.com/GetStateAndCountyByZipCode – name of the webmethod

    //[WebService(Namespace = "http://mynamespace.com/")] which we had applied to our web service class

    xmlHttp.setRequestHeader("SOAPAction", "http://mynamespace.com/GetStateAndCountyByZipCode");

    xmlHttp.onreadystatechange = doUpdate;

    // setting the soap request body

    var soapRequest = "<?xml version='1.0' encoding='utf-8'?>" +

          "<soap:Envelope xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'" +

          " xmlns:xsd='http://www.w3.org/2001/XMLSchema' xmlns:soap='http://schemas.xmlsoap.org/soap/envelope/'>" +

          "<soap:Body>" +

          "<GetStateAndCountyByZipCode xmlns='http://mynamespace.com/'>" +

          "<ZipCode>" + zipCode + "</ZipCode> " +

          "</GetStateAndCountyByZipCode>" +

          " </soap:Body>" +

          "</soap:Envelope>";

    // send the request

    xmlHttp.send(soapRequest);

    return false;

  }

  function doUpdate() {

    debugger;

    if (xmlHttp.readyState == 4) {

      var responseXMLResult = xmlHttp.responseXML;

      var result = responseXMLResult.lastChild.nodeTypedValue;

      crmForm.address1_stateorprovince.value = '';

      crmForm.address1_county.value = '';

      if (result.indexOf('UNKNOWN') == -1) {

        crmForm.address1_country.value = 'USA';

      }

      else {

        alert('Please confirm zip code: '

        + crmForm.address1_postalcode.value

        + ' is valid, no county record was found.'

        + '\r'

        + 'If this is a valid zip code please alert the system administrator.'

      );

      }

      crmForm.address1_stateorprovince.value = result.split(':')[0];

      crmForm.address1_county.value = result.split(':')[1];

    }

  }

  SoapCall();

}

 

 

Tags:

JavaScript | MS CRM

MS CRM Custom ASPX Page Error: "Input string was not in a correct format."

by 25. August 2010 14:52

When using a custom page in MS CRM, postback calls may fail with this error: "Input string was not in a correct format.".  This is because by default the CRM web.config file will have the following entry:

<pages buffer="true" enableSessionState="false" enableViewState="false" validateRequest="false" />

To fix the issue, either change the enableViewState entry in web.config (from false to true); or, add EnableViewState directive to the ASPX page (as shown below):

<%@ Page Language="C#" AutoEventWireup="true" CodeBehind="MyCustomPage.aspx.cs"

  Inherits="MyCustomizations.MyCustomPage" EnableViewState="true" %>

 

Tags:

MS CRM