Category Archives: CRM 2011

Salesforce Marketing Cloud Connector for Dynamics CRM

This is to introduce you Salesforce Marketing Cloud Connector for Dynamics CRM and to  give you a brief description on the purpose of using it and to explain advantages of combining Salesforce Marketing Cloud and Dynamics CRM for Marketing purposes. Following navigation item shows after the connector installation in Dynamics CRM.

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What is Salesforce Marketing Cloud?

Marketing cloud is a digital marketing platform to reach each individual customer in different ways by delivering the right message at right time in a very personalized way in the process of marketing. Interaction can be created through Emails, Social media, Mobile and Web for marketing campaigns in different techniques such as surveys, promotions, questionnaires, advertising and many more techniques. Continue reading

Connections VS Relationships in CRM

Relationships are one the strengths in CRM and it was there from its beginning and Connections introduced with CRM 2011. Recently I had to decide whether the use CRM connections or relationships to implement a feature in CRM and I found pros and cons of using each as solutions. Also I have given my ideas according to my experience with them.

My personal preference is goes to Relationships as it is steady and it clearly expresses the association type among entities. Relationships can be directly seen from each entity with its type even in the forms and it can be easily used in reports and in views. Mostly the relationships are decided at the time of designing the CRM solution and the code (e.g. proxy class) has to be generated to use it in plugins and custom workflows when you are using early bind method. Also if any entity is related to many other entities for different functionalities, there is a possibility of having empty values in CRM records\forms. in that case developers has some more work to hide them or handle blanks in each lookup.

With connections the user can use the association between two records only when needed. But there should be an additional step to be taken, that is relationship role. Also when any connection is retrieved developer has to get the relationship role first. Connections are very useful when the relationship between two entities are rarely used and specially when a scenario having a many to many associations as in a network.

I found a good thread on this initiated by Dinesh and click here to open it;

CRM 2011 Workflows being Duplicated

Imagine that only one workflow has been in CRM and only one workflow will be shown under all processes view. From advance find, it will show one workflow when queried. There’s a difference between advanced find query for the processes compared to the other usual entities, when processes has been selected under “Look For” dropdown it gives a default filter conditions as follows.

WFAdvancedFind

After activating the workflow just created, in the advanced find, it will show only one workflow with the default filter criteria given. But after removing all filters from the advanced find it will show two workflows. Whenever a workflow gets activated CRM will automatically create a snapshot of the same workflow.

In the schema for the Type attribute, there are three values;

1 = Definition
Definition of a Workflow that is displayed in the application in the “All Processes” view. When you make changes to a workflow, you are making a change to a Workflow definition (or template); if you delete a workflow, you are deleting a workflow definition (or template)

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Data Migration to Dynamics CRM using SSIS – SS SLUG

Data migration is a vital part of a software project if it moving from one system to another. It is further important if the new system is a Microsoft Dynamics product like Microsoft Dynamics CRM.
I was able to disscuss and to have a session at Sql Server Sri Lanka User Group October meeting. Anyone can join following web site, download slides and sample codes and materials.

Download Slides and Codes:
http://www.sqlserveruniverse.com

Photos of the session from following link:
http://www.sqlserveruniverse.com/SSSLUG/Gallery/October2012.aspx

Layered Multi Select Checkboxes – Custom Controls in CRM – Part 2

Layered multi level checkboxes challenge can be acheived by using CRM Optionset control and javascripts too. However there is a technique to be used to identify parent and child levels of the multi layered checkboxes. Each picklist item’s value can be used to decide the layer of the checkbox.

Control looks like this in the CRM form after implementing it.

Follow the steps below to work with Layered Multi Select Checkbox control.
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Multi Select Checkboxes – Custom Controls in CRM – Part 1

Multi select check boxes control is a very essential control in web forms. Some times client needs exactly the same feature in CRM forms as well. When the requirement is to develop a dynamic multi select checkboxes control its really difficult for the developer to implement the feature in CRM. CRM developers will have a little relief with this solution even if there are Javascripts needed to activate the functionalities.

An Option Set control and a Multi line textbox are used to create the Multi Select Checkboxes control. Labels of the checkboxes can be stored in the optionset control as items. Selected values will be saved in the multi line textbox seperated by semi colons.

Control looks like this in the CRM form after implementing it.

Multi select checkbox control in the form

Follow the steps below to work with Multi Select Checkbox control.

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Disable Required Fileds When Hide Tabs in CRM 2011

There are requirements to hide tabs according to the selections in the form and if any tab contains required fields it will display them automatically and asking user to fill those fields when saving the form.

Following Javascript function will disalbe all the controls in the tab and then it will not ask user to fill those required fields.

// tabName : Name of the Tab, isDisable: booloean value for Enable/Disable controls
DisableAllControlsInTab: function (tabName, isDisable) {
    var tabControl = Xrm.Page.ui.tabs.get(tabName);
    if (tabControl != null) {
        Xrm.Page.ui.controls.forEach(
        function (control, index) {
            if (control.getParent().getParent() == tabControl && control.getControlType() != "subgrid") {
                control.setDisabled(isDisable);
            }
        });
    }
}

Following Javascript function can be used to show or hide the tab and it will disable/enable its controls accordingly.
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