Recently during one of the customer’s implementation we found that particular form section have got lots of fields and all of them we important and can’t be moved to different tab.
So we had to research on alternative to make Form‘s usability and now there were few options
1. Put button or like – on click of which relevant form section’s will be shown or hidden
2. Put the Navigation Image on relevant section and user can collapse /Expand form as per their wish (similar to already present on left hand navigation pane)
Now thanks to Marco Amoedo who have already implemented second option and also shared the full solution code on this URL.
As per this Post, This feature will be by default available in CRM 5.0 and no need to put any code at all but for CRM 4.0 have to put this really nice java script code on the relevant form.
I did the prototype for the option 1 as well but customer really like the option 2 and we went ahead with this option.
So you know how to make CRM Form Section collapsible.
Hope this helps..
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I have been marked as Top Answers for one of MS Forums for Dynamics CRM this month.
Cheers,
MayankP
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Sometimes because of various reason email created and send from CRM 4.0 fails to reach the destination and in this case CRM changes the email status to “Failed”
If you want to resend the email then you can easily do this using some simple workflow and then manually running this against the relevant emails. Following are the steps for the same..
Step 1: Go to Settings -> workflow – > click New
Step 2: Enter Workflow name “Send Failed email again” and then select entity as Email
Step 3: Remove/Deselect option to start this “Record is created” and select the option to run this on Demand as follows
Step 4: Now add step to send email as follows
Step 5: Now add steps to change the status of original email from failed to cancel so it does not pick up again. Finally publish the workflow
Step 6: select the relevant email with status “failed” and click run workflow button and select the workflow created in above step.
Done !!
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We started getting following error in Dynamics CRM when converting phone call to opportunity last week.
“One or more of the option value for the pick list are not in the range of the allowed values”
We used to get the problem only when we select the option to close the relevant campaign response only.
Cause
After carefully looking and customization done over the last week or so we found that we have modified the Campaign Response Channel type code pick list and we have removed the value “Phone (value – 2) “
So Dynamics CRM when converting phone call to opportunity looks for channel type code with value 2 and since it is not able to find that value and it was throwing this error.
Solution
We exported the customization for this entity and open customization and modified the pick list option to add this phone call value again.
The reason you can not able do this CRM is that it will not allow you add new pick list value with values lesser than 200000 because CRM reserves pick list option till 20000 for future updates and other language pack but as we know the trick now (of course unsupported) to modify the xml.
Once we have added the value this option back and imported and publish the customization then it started working again…:)
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Following are some of the books available in the market regarding Dynamics CRM 4.0
Microsoft Dynamics CRM 4.0 “Unleashed”
I always been fan of all SAMs book and I guess main reason being the simplicity with way all their books are written and this one is no exception.
I would recommend this for someone who wants starts with MS CRM.
Working Microsoft Dynamics CRM 4.0
This one is also really nice book but I guess this one is for people who already knew CRM 3.0 or have previous experience in CRM system.
Programming Microsoft Dynamics(TM) CRM 4.0 Developer Reference
This is best book so far for MS CRM but again this one is for advanced programming on MS CRM and mostly suitable for developer who already knows DOTNET and CRM as well.
Microsoft Dynamics CRM 4.0 and Microsoft Dynamics Live CRM Step by Step
I have not read this book but since this only book around for Dynamics Live (or at least I am aware of)
Red Ware Microsoft CRM 4.0 User Handbook
This is also nice handbook for beginner who wants to understand the MS CRM.
Building Workflows in Microsoft Dynamics CRM 4.0
Building Workflows in Microsoft Dynamics CRM 4.0
This is only book that is specific to CRM workflows so who ever want to get more on workflow it is for them.
Happy Reading 
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If you have written Fetch Xml code using Java script then there would be case when specific user will get the following error
“This page is accessing information that is not under its control. Thos poses a security risk. Do you want to continue?
And then if user continues it gets following error
Potential Solution:
Click on Tools in the Internet Explorer tool bar menu and
Then select Internet Options from the drop down.
Now click the Security tab and then click the “Custom Level” button.
Once this is open scroll down until you see the “Access data sources across domains” setting and set the radial button to enable.
Click the OK button followed by the Apply button to save the settings
Hope this helps
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Here is how to delete almost any Read Only / Closed item in CRM 4.0.Create a workflow to change the status of the item for closed to new or draft.
For Example…You just installed CRM 4 and are using some test accounts and creating some test invoices…You try to delete the test invoices after they are closed.. and what do you know? You can’t delete them! They are ‘Read only’!
So, you must create a workflow to change the status of the Invoice from Closed to New. To do this:
Go to Settings Then Workflows
New -> Type workflow name ‘Invoice Closed to New’
Entity -> Invoice
Click Ok.
Check ‘Availability to run on demand’
Uncheck everything else.
Add Step -> Change Status
It should read -> Change record status to: Invoice New
Save the Workflow.
Publish the Workflow.
Now go back to the invoice you want to delete. Open it. Run your newly created workflow on it. (Use the workflow button at the top)Close out of the Invoice, and wait for a min or two depending on the load of your system. Then, refresh your page. If the invoice status has changed, you can try to delete it!
Notes: -
1. This trick does not work on Contract record.
2. BE ADVISED -> I don’t know how this will affect any records associated to the items you are trying to delete. USE AT YOUR OWN RISK!!
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currently CRM 4.0 workflow editor allow you to update relevant record with N:1 relationship only, for example if you are in case screen then you can update related Account/Contact record only but if you want to update all tasks related to Case then you cannot able do it currently in Out of the box system.
Just came across this new project on codeplex which provides custom workflow which you can just register and this will extend (or add new action sub menu) in workflow editor screen to allow performing action for 1:N and N:N Relationship.
Following is the details from the CodePlex Site
Project Description
This plug-n allows to execute a workflow for each entity that has a 1:N or N:N relationship to a given entity.
For example: execute a workflow for each case related to an account (1:N), or for each competitor related to an opportunity (N:N), etc.
Summary
With CRM 4.0 out-of-the-box it is possible to perform actions on entities that have a N:1 relationship to a given entity, For example from an opportunity it is possible to update or run a workflow on the parent customer.
This plug-in allows to extend this to the other two possible relationships: 1:N and N:N. With the aid of this plugin it is possible to perform an action on each opportunity given the parent customer (1:N) or on each competitor given the opportunity (N:N) or on each opportunity given the competitor (other way of the same N:N).
Installation
Copy the .dll to the Microsoft Dynamics CRM\Server\bin\assembly folder
Run the Plug-in Registration tool and register the .dll
If the plug-in was registered successfully, a new action sub-menu (Utilities) will be available when selecting a workflow action.
Download Project documentation and files : http://crm40distributewf.codeplex.com/
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Currently if there is email in queue and if user manually creates case then case gets creates but email remains in the CRM queue.
Another scenario is that there is automated workflow which creates case for the email which comes in queue and workflow creates case fine but email remains in the queue.
For above two problems there is not out of the box method to remove or detach the email from the queue. However when I check CRM 4.0 SDK there is API DetachFromQueueEmailRequest Based on which I have created following generic custom workflow which takes queue id and email id as Input and removes the relevant email from the relevant queue.
Following is full code snippet for this..
Register this custom workflow using Plug in Registration Tool and you can use this utility in CRM workflow screen now…
Code can be downloaded from following link
View & Download Code File
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One of the common question or thing that people get missed is that how to add more “resolution status for Case (incident)” or more “Lost Reason on Opportunity (opportunity)” Record.
We look at the example steps for case record and all other entities status list can be changed similarly.
Step 1: Go to Settings – > Customization – > Customizable Settings -> Open Case Form
Step 2: Go to attributes -> Open statuscode attribute
Step 3: Select relevant state and then add relevant status reason in this drop down list
Step 4: save the changes and publish the entity.
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