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Google Maps in CRM

I wanted a quick way of viewing an Account’s location so I created a link to Google maps based on the postcode of the Account. First of all, create an nvarchar/URL attribute called new_googlemaps,...

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Hide tabs and disable fields based on user roles

The below is a way to hide a tab to everyone not in the Account Manager and System Administrator roles. There’s also a slightly less polished method to disable fields to everyone not in the System...

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View originating lead notes on a contact

Our sales guys wanted a way to view originating lead notes against the Contacts created from Leads. I added a new tab to the contact containing an Iframe and used the below javascript to display the...

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IE8 crashing when using picklists in Advanced Finds

I’ve been having an issue where IE8 would crash when trying to use picklists in advanced finds (see below example). It may not be a common issue, but I posted it on the MS partner forums and got the...

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Set age based on date of birth

I had a requirement to set an ‘Age’ attribute based on the contents of the Date of Birth field on Contacts. The below script in the On Save, On Load or On Change will do this. Note: You will need to...

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Add a CRM Calendar to a dashboard

Dashboards in Dynamics CRM 2011 are a great way to visualize data. Did you know that they can also be used to view pretty much any other web content? I’ve recently had a requirement to add the CRM...

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Login Prompt When Opening Web Resource From Outlook

I’ve been experiencing an issue since the launch of CRM 2011 (online and IFD). Opening a Silverlight web resource in a new window from the Outlook client causes the user to see a login prompt rather...

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Cross Browser Support For Calling Workflow Via Ribbon Buttons

For some time now, I’ve been using ribbon buttons to call various workflows, both from open records and subgrids. There’s a good guide here on how to do this, but like most guides, they were written...

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Chrome 37 breaks CRM 2011 and 2013 functionality

Google has removed a number of APIs from Chrome 37 which is causing a lot of issues with CRM 2011 and CRM 2013. So far I’ve noticed: – You can no longer add options to Option Set fields via...

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