Roshan Mehta Blog

Upgrading from Dynamics CRM 4.0 to Dynamics CRM 2011 can be a big job especially when the original system is heavily customized. The resulting system after the upgrade needs to be thoroughly tested to ensure that any additional business logic functions as expected. In this post, we will take a look at some of the gotchas involved when converting CRM 4.0 JavaScript into CRM 2011 compatible code.

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Working with Form Fields

CRM 4.0 uses crmForm.all.<attributeName> to retrieve form fields for an entity. This allows us to get/set field values, set focus on the selected field, set the requirement ...

We were recently asked to build a record cloning system in Microsoft Dynamics CRM 2011 where the customer would be able to click on a Clone Contract button on a custom “Funding Contract” entity form ribbon and have an identical record automatically pop open. There are multiple solutions we could use to build this functionality, but we decided to stick with out-of-the-box customization techniques and limited coding.

So what are the options for building the cloning system? We could use a plug-in which will copy fields from the original Funding Contract and automatically create a new record using the ...

Microsoft Dynamics CRM 2011 provides useful tools for reporting and data analysis. In this post we will take a look at the Export to Excel feature and focus on the ability to export “dynamic worksheets”. When a dynamic worksheet is exported from Microsoft Dynamics CRM 2011, the resulting export file maintains a link back to CRM. This means that the worksheet will always contain the most up-to-date data.

When you choose to export a dynamic worksheet from CRM, the user is presented with the following export options.

Unlike a static worksheet, the user can select the columns to include ...