Actions to improve performance in Microsoft CRM On Premise – 24 Checks

Performance is always a great concern for any CRM implementation and there are few key things need to consider when analyzing performance improvement. I thought it would be helpful if I summarize the basic key checks to be done to improve the performance in Microsoft CRM On premise deployment. 1. Check - Principal Object Access…

Unable to get property ‘firstChild’ of undefined or null reference – Error accessing Microsoft CRM

You might have received this annoying popup error while accessing Microsoft CRM. You might wonder if there is anything wrong with the Jscript customization in your solution! This is actually a browser related problem and you can fix it quickly. Resolution: Add the CRM url to the 'Trusted sites' list and you would not get this…

Changing parent BU removes security roles assigned to the users of that BU – Issue fixed in CRM 2015

There was a strange issue in CRM 2011 where the security roles of users part of a BU get removed when the BU's parent BU is changed. This issue seems like fixed by Microsoft in CRM 2013 RU2 and we do not see that issue in CRM 2015 either.   If you are still using…

How to Audit user Login information in CRM 2011

How to Audit user Login information in CRM 2011 Prerequisite: In order to view the User Access information in the Audit, User Access Audit option should be enabled in the system settings in CRM Steps to do that: Go to Settings >Administration > System Settings => Auditing Check the Audit User Access check box to…

CRM 2011 Integration with SharePoint: Custom Document Management

There is a good post on Custom integration of CRM 2011 and SharePoint from CRM Consultancy blog Snippet from the post This article aims to describe how we can leverage this flexibility via custom development to define a more bespoke Document Management solution between SharePoint 2010 and CRM 2011, using different arrangements of Document Libraries, Folders and an…

How does CRM 2011 and SharePoint integration work?

CRM 2011 and SharePoint integration Here is a good post on CRM -SharePoint integration from CRM Consultancy Blog: Snippet from the post: One of the best new additions to CRM 2011 is tight integration with SharePoint 2010 for storing documents.  In the past when using v3 or v4, CRM Projects have been forced to develop…

How to Get the value from a CRM field

// JavaScript/JScript in CRM 2011 | CRM 2011 Training Series     //How to Get the value from a CRM field     var varMyValue = Xrm.Page.getAttribute(“CRMFieldSchemaName”).getValue() ; //How to Set the value of a CRM field Xrm.Page.getAttribute(“po_CRMFieldSchemaName”).setValue('My New Value');  **For CRM 2011 Training, please check out our CRM Training page. Please share |Like in Facebook if…

How to get Form Type using JavaScript in CRM 2011

  Get Form type using javascript in CRM 2011 : When you write Java script/Jscript code on CRM forms, there will be situations where you need to trigger the script only on certain forms. This is how we get the Form Type. In CRM 2011, there are 7 types of forms are defined. 0 -…

How to Get the label of the control using Javascript?

// JavaScript/JScript in CRM 2011 | CRM 2011 Training Series // How to Get the label of the control using Javascript?     Xrm.Page.ui.controls.get('<Attribute Name>').getLabel()     // Get record id     Xrm.Page.data.entity.getId()     // set field as required based value of a check box field.     function OnChangeBoolField()     {     var varBool = Xrm.Page.data.entity.attributes.get("<Boolean Field…

How to retieve data through SOAP XML using Jscript in CRM 2011

//How to retieve data through SOAP XML using Jscript in CRM 2011 if (Xrm.Page.getAttribute("parentcustomerid").getValue() != null) {     //acount guid no     var parentcustomerID = Xrm.Page.data.entity.attributes.get("parentcustomerid").getValue()[0].id;     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'>" +     GenerateAuthenticationHeader() +     "<soap:Body>" +     "<Retrieve xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>"…

How to Compare Dates using JavaScript?

// How to Compare Dates using JavaScript?     function ValidateDates()     {     var Date1 = Xrm.Page.getAttribute('<Date Attribute Name1>').getValue();     var Date2 = Xrm.Page.getAttribute('<Date Attribute Name2>').getValue();      if(Date1 != null && Date2 != null)      {      if(Date1.setHours(0,0,0,0) < Date2.setHours(0,0,0,0))      {      alert('Date2 is greater than or equal to Date1');      }      }…

How to get the Lookup field value using JavaScript?

//How to get the Lookup field value using JavaScript?     var lookupObject = Xrm.Page.getAttribute("<lookupattributename>");     if (lookupObject != null)     {         var lookUpObjectValue = lookupObject.getValue();         if ((lookUpObjectValue != null))         {          var lookuptextvalue = lookUpObjectValue[0].name;          var lookupid = lookUpObjectValue[0].id;         }      } Please share |Like in Facebook if you feel…