Jeremy Winchell - All Comments

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Mon, 17 Nov 2008 18:36:28 GMT

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re: Embedding a Direct Link In An E-Mail - CRM 4.0 Version

Jeremy Winchell — Fri, 14 Nov 2008 01:04:37 GMT

JokiJani,

In the generate GUID method you can check to see what the entity type is. Once you do that if it's an email, phonecall, appointment, campaignresponse etc., you can change the code to use "activityid" as the property name instead of <entityname> + "id".

You can do the same kind of check in the BuildURL function as well.

Nice find.

- Jeremy

re: Embedding a Direct Link In An E-Mail - CRM 4.0 Version

JokiJani — Thu, 13 Nov 2008 12:42:13 GMT

I solved the problem with activity entities. Problem is here:

1. GenerateGuid -method.

Your code:

KeyProperty _keyprop = new KeyProperty(_dentity.Name + "id",_incidentkey);

- Above is not working with emails (or other activities) because it generates KeyProperty named emailid. In emails (and other activities) KeyProperty shoud be activityid. I just hardcoded it as shown below, but some dynamic system need to be build in future.

My code:

KeyProperty _keyprop = new KeyProperty("activityid", _incidentkey);

2. Same thing must be changed in BuildURL -method.

Your code:

Key _keyproperty = (Key)_dentity[_dentity.Name + "id"];

My code:

Key _keyproperty = (Key)_dentity["activityid"];

re: Embedding a Direct Link In An E-Mail - CRM 4.0 Version

JokiJani — Wed, 12 Nov 2008 10:09:50 GMT

I got this working with Contact entity. Thank You for that. But I also have problem with activity entities. I tryed with emails. When I create a new Email activity, the Url Link is formed well, but saving email fails with "No attribute" error. So the Plug-in works fine but somehow Activity entities works differently than Contacts. Any ideas for that?

re: Embedding Direct Links To CRM In A Workflow Email - Take 2

HairyMan — Tue, 11 Nov 2008 23:18:47 GMT

Not bad... Not bad.

re: Embedding Direct Links To CRM In A Workflow Email - Take 2

YahooBot — Tue, 11 Nov 2008 17:28:10 GMT

Nice site, thanks for information!

re: Embedding a Direct Link In An E-Mail - CRM 4.0 Version

Kyle — Thu, 06 Nov 2008 06:00:47 GMT

Any luck? I will try it again later this week to see if I can get it going with activities.

re: Hiding Unwanted Navigation In CRM

Jeremy Winchell — Thu, 23 Oct 2008 00:29:36 GMT

Dodd,

You can hide the entry from the NavBar on the left. You will want to open the page in a normal IE window so you can view the source. Once the source code is open search for the label of your entity. From there you should be able to find the ID of that item.

Then you can use:

document.getElementById("<name>").style.display = "none";

Thanks,

Jeremy

re: Hiding Unwanted Navigation In CRM

Jeremy Winchell — Thu, 23 Oct 2008 00:29:27 GMT

Dodd,

Then you can use:

document.getElementById("<name>").style.display = "none";

re: Hiding Unwanted Navigation In CRM

Jeremy Winchell — Thu, 23 Oct 2008 00:27:53 GMT

Ano,

I posted a blog post a few weeks ago about how you can hide the Add Existing button from within a CRM Grid. You can find it using the link below:

blogs.inetium.com/.../hiding-the-add-existing-button-in-a-crm-4-0-grid.aspx

Jeremy

re: Field Level Security With CRM 3.0 - Part I

Jeremy Winchell — Thu, 23 Oct 2008 00:26:09 GMT

Ronald,

Thanks for the post. We have been able to sort of create a work-around calling the SDK with JavaScript to get the list of roles. It's not as fast or efficient as the CRM 3.0 version of field level security but it seems to do the trick ok.

I didn't know about the PreRead Plug-In message. I will have to look into that one as I have some uses for it right now. Plus, it can be used instead of dealing with the JavaSCript and the SDK.

Thanks,

Jeremy

re: Locking Down Lookup Fields

Jeremy Winchell — Thu, 23 Oct 2008 00:23:02 GMT

jmd30094,

In order to do that you would have implement a type of Lookup Filtering code, which is unsupported in CRM. However, if you do go that route you can use the FetchXML syntax to further limit the records that can or can't be selected when using the Lookup.

Jeremy

re: Exporting more than 10,000 records to Excel in CRM 3.0/CRM 4.0

Jeremy Winchell — Thu, 23 Oct 2008 00:21:21 GMT

Ah, yes thanks for that reminder Craig. I will be sure to put that in the post.

Jeremy

re: Embedding a Direct Link In An E-Mail - CRM 4.0 Version

Jeremy Winchell — Thu, 23 Oct 2008 00:20:52 GMT

Kyle,

I wasn't getting notified of new comments so I didn't see your posts until tonight. It should work with activity entities as well, it may just be a matter of getting the correct format of the URL.

I will look into it.

Jeremy

re: Embedding a Direct Link In An E-Mail - CRM 4.0 Version

Kyle — Tue, 21 Oct 2008 04:42:20 GMT

Any idea if this works with activity entities (such as tasks, emails, etc...) I tried but wasn't successful - I might just have made a stupid mistake though.

Thoughts?