CRM 2011 Change Form header

document.getElementById("form_title_div").childNodes[1].childNodes[0].innerText = number;

You can try finding the ID by using the Developer Tool, when your record window is open press F12 and then select arrow and move & click over the area of which ID you want to get. 

If error comes check child node by debugging it and change the index as it shows

Model Dialog Open in JavaScript with CRM 2011

Issues with the CRM Multiple Forms

The multiple forms inside of CRM 2011 are only for different roles.

It is not designed to handle switching between forms based on entity attributes.

When doing this we will encounter issues and will need JavaScript to switch the user to the right form type. This will also cause the user to load the form twice each time (kind of ugly)

The user can switch between multiple forms using a drop-down menu.  CRM will automatically remember which form the user last selected and show them the same form the next time they open a record.

So user has to select the form type they need.

Fixed for CRM 2011 Ribbon bar Missing after applying update Rollup 14 in IE not the chrome or Firefox

I got following the error Saying

SCRIPT5: Access is denied.

PageLoader.js, line 1 character 1226

After Long two days investigation I have found out the reason for the issue.

We had previous rollup activity feed solution.

After importing the new version of Activity feeds this hectic issue was sorted out.

Activity feed new solution is available with rollup up package.

It can be found by exacting the rollup package.

Previously this was available in Microsoft Dynamic market place.

Time-out occurs when you import large customization files into Microsoft Dynamics CRM

Open CRM Web site from IIS Server.

Right-click the Web.config file, click Open With, and then click Notepad.

Go to the below line

Change it to maxRequestLength=”20000”

Change executionTimeout="3600"

This is has worked for me.


Important: After completing the action that requires the above changes to the web.config file, these parameters should be reset to their default values. 

Rich Text Editor TinyMCE with CRM 2011 Rollup 12,13,14

WYSIWYG Editor is not working with CRM 2011 roll-up 12,13,14.

So this would be perfect alternative.

http://community.adxstudio.com/products/adxstudio-productivity-pack/

Rich Text Editor (TinyMCE)

Version 1.0.0021 includes an updated TinyMCE rich text editor version 3.5.8 that resolves issues occuring on CRM with Update Rollup 12 applied

This product is provided to the Adxstudio community at no cost.

Adxstudio Productivity Pack is a suite of customizations for Microsoft Dynamics CRM® 2011, useful across a wide range of CRM applications. :

Configuration Guide has the information .

Add caption

CRM 2011 with JavaScripts

How to show/hide filed

Xrm.Page.ui.controls.get("city").setVisible(true/false);



How to clear filed

Xrm.Page.getAttribute("city").setValue(null);

How to enable/disable

Xrm.Page.ui.controls.get("city").setDisabled(true/false);

Modify Field Label Tooltip 

document.getElementById("field_name_c").setAttribute("title","tooltip text");

Modify Lookup Button Tooltip 



document.getElementById("field_name").setAttribute("title","tooltip text”);



Set required Filed



function SetRequirementLevelNon(fieldName) {
    var type = Xrm.Page.data.entity.attributes.get(fieldName);
    type.setRequiredLevel("none");
}

function SetRequirementLevel(fieldName) {
    var type = Xrm.Page.data.entity.attributes.get(fieldName);
    type.setRequiredLevel("required");
}

Find the CRM field Name

I have found this way get the name of field name without going to open the CRM form.

Open one of the record of the entity and go to developer tool bar. This facility is available for all the Brower’s.

Below screen shot for look-up field and using this method we can easily find the name of the field

How to fix a CRM 2011 Update Rollup 12 JavaScript issues

Below link has all the information about CRM 2011 Update Rollup 12

http://blogs.msdn.com/b/crminthefield/archive/2013/01/29/podcast-and-overview-microsoft-dynamics-crm-2011-update-rollup-12.aspx

First thing is to do is

Enable HTC behavior files in CRM 2011 UR12/Polaris/December 2012 Update

1.     Open the Dynamics CRM Web UI, Click Settings, in the left navigation click Administration, in the main area of the UI click on System Settings to launch the system settings dialog box

2.     In System Settings dialog box click the Customization Tab, and under HTML Component Support check the box for “Include HTC Support in Microsoft Dynamics CRM Forms

Microsoft Dynamics CRM 2011 Custom Code Validation Tool

Consider familiarizing yourselves with this tool… though the download page mentions Update Rollup 9, it hasn’t had much utility until now since the UR9 changes mentioned in the summary below were never released until UR12:

Microsoft Dynamics CRM 2011 Custom Code Validation Tool

Use the Microsoft Dynamics CRM 2011 Custom Code Validation Tool to identify potential issues with custom JavaScript in JavaScript libraries and HTML web resources. The Microsoft Dynamics CRM Online Q2 2012 Service Update and Microsoft Dynamics CRM 2011 Update Rollup 9 include significant changes in the web application in order to be able to support a variety of browsers such as Safari, Chrome, and Firefox. When using JavaScript code in Dynamics CRM, it is possible that some code will stop working or cause an error when you upgrade. The Microsoft Dynamics CRM 2011 Custom Code Validation Tool helps identify potential problems so that a developer can fix them.

Microsoft Dynamics CRM 2011 Custom Code Validation Tool Setup

1. Launch Microsoft Dynamics CRM using Internet Explorer with a user account that has privileges to import solutions.
2. Log into the Microsoft Dynamics CRM organization that you want to install the solution.
3. Click the Settings area in the left hand navigation pane in Microsoft Dynamics CRM 2011.
4. Click the Solutions navigation item under the Customizations sub-area in the left hand navigation pane.
5. Click the Import button on the toolbar for the All Solutions grid view.
6. Click the Browse button and select the folder where the CustomCodeValidationToolForMicrosoftDynamicsCRM201_1_0_0_0_managed.zip file is located.
7. Click the Next button and proceed to import the solution.
8. Once the import completes, click the Close button to close the Import Solution dialog.
9. Click the Publish All Customizations toolbar button on the All Solutions grid view to publish the solution.
10. To launch the tool, double click on the CustomCodeValidationTool solution to open it.
11. Click the Open the Custom Code Validation Tool button on the solution’s Configuration Page to launch the tool.

Some of the screen shot of the Custom Code Validation Tool

 

These are some fixes I have done.

Earlier version	With Roll-up 12
var xmlHttpRequest = new ActiveXObject("Msxml2.XMLHTTP");	var xmlHttpRequest = new XMLHttpRequest();
event.returnValue = false;	context.getEventArgs().preventDefault();
IsDirty();	Xrm.Page.data.entity.gsetIsDirty();
crmForm.FormType	Xrm.Page.ui.getFormType()
crmForm.ObjectTypeName	Xrm.Page.data.entity.getEntityName()

The XMLHttpRequest is being created using ActiveX, which is only supported by Internet Explorer.

Simply changing the affected code to the below has fixed the issue and it now works across all browsers.

var xmlHttpRequest = new XMLHttpRequest();

xmlHttpRequest.open("POST", "/mscrmservices/2007/CrmService.asmx", false);

Note: The change on the second line may not be obvious, but .open has been changed to use a lower case O

This is for Cross Browser Remove these two lines: There is no issue with IE

xmlHttp.setRequestHeader("Content-length", params.length);

xmlHttp.setRequestHeader("Connection", "close");

XMLHttpRequest isn't allowed to set these headers, they are being set automatically by the browser. The reason is that by manipulating these headers you might be able to trick the server into accepting a second request through the same connection, one that wouldn't go through the usual security checks - that would be a security vulnerability in the browser.

subgrid.control

subgrid.control.setParameter("fetchXml", fetchXml); is changed to 
subgrid.control.SetParameter("fetchXml", fetchXml);

same like

subgrid.control.refresh(); to
subgrid.control.Refresh();

All function of subgrid.control will start with capital character

As the name suggests this DOM function is used to access an element of the page and it is used very often by most web developers. However, because the Xrm.Page object model provides the supported way to access form elements, any use of the getElementById function should be examined carefully.

It is fine to use getElementById to access elements in HTML web resources. But if this method is used to access Microsoft CRM application elements, there is no guarantee that the Id attribute value will be the same. When it changes, code that depends on this method to access the Microsoft CRM application elements will be broken. The way to avoid this is to use the Xrm.Page API.

Microsoft Dynamics CRM 2011 Shortcuts

1. General Shortcuts

Ctrl+Shift+5	Minimize ribbon
Ctrl+x, Ctrl+c, Ctrl+v	Cut, Copy, and Paste
Ctrl+z/Ctrl+y	Undo / Redo previous text change
Ctrl+s	Save a record
Esc	Close a record
Delete	Delete text
Shift+Delete	Delete selected text immediately without putting it on the Clipboard
Ctrl+[/Ctrl+]	Move to the first tab / last tab on the ribbon
Ctrl+Arrow Right/Ctrl+Arrow Left	Move the insertion point to the start of the next word / start of the previous word
Ctrl+a	Select all text in the current field
Alt+Space	Display the System menu for the active window
Shift+F10	Display the shortcut menu for the selected item
Esc	Cancel the current task or command, or close a selected list or dialog box
Arrow Up/Arrow Down	Move up / move down through a list of records
Enter	Open the selected record
Ctrl+a	Select all records on the current page
Ctrl+Shift+3	Jump to the sitemap
Ctrl+Shift+7	Open the recently viewed pages and view menu
Shift+Arrow Up/Shift+Arrow Down	Select multiple rows in a list sequentially
Tab to the check box, then Spacebar	Select multiple rows in a list non-sequentially
Ctrl+Enter	Publish Form Editor customization

2.Dialog Box Shortcut

Tab/Shift+Tab	Move to the next / move to previous option or option group
Enter	Complete the command for the active option or button
Arrow Keys	Move between options in an open list, or between options in a group of options
Esc	Cancel a command, or close a selected list or dialog box

3. Forms

Ctrl+s/Shift+F12	Save
Alt+s	Save and close
Esc	Cancel edits and close (Close)
Space/Enter	Open search
Backspace	Delete text from search field
Ctrl+d	Delete the record
Ctrl+Shift+s	Save and then open a new form (Save and New)
Tab/Shift+Tab	Move forward / backwards through the form's fields
Alt+Arrow Down	Open the lookup menu with the most recently used items in alphabetical order
Ctrl+Shift+2	Open the list menu
Ctrl+>/Ctrl+<	Navigate to the next / previous item on the list