Posted on November 24th, 2010 – by Jan-Willem Cobelens
The last couple of weeks have been like a roller coaster. I was lucky enough to visit the Microsoft road show on CRM 2011 in Amsterdam ánd attend the extreme 2010 conference in Las Vegas. Both were very interesting and inspired me to take a look at some of the new features.
One nifty feature is the use of field level security (FLS). As you all may know this functionality is only available for custom attributes, for now. If you really want to apply it on out of the box attributes, you might want to check this blog post (unsupported of course).
As described in the SDK it is rather easy to set up and use field security. It also tells us how such fields behave in the application.
“When you call Retrieve or RetrieveMultiple, the system evaluates if the caller or impersonated user has access to each retrieved record (normal security process) and each secured field. The call does not throw an exception if the criteria contains secured fields for which the caller does not have access, instead, null values are returned for secured fields if they are part of the output Columnset.”
Unfortunately I found out that fields which have field security enabled can’t be accessed during bulk edit. In the example below I selected five contacts and clicked the edit button. In this case I can’t select the Yearly Income field, but it does not show read only like the Parent Customer field.
More “did you knows” are on their way.
Posted on September 29th, 2010 – by Huib Aarts
I have found a small post about Adding Columns to Marketing List Members Views from Peter Toftager-Larsen (link). I found this post interesting enough to write a post about it.
The described steps should be supported.
As you’ll know the Marketing List Members View cannot be edit as the regular Customizations. Hacking in the database is not supported.
The views can, however, be accessed via the Advanced Find. In the Advanced Find you can select ‘Views’ in the ‘Look For’ Box. The result gives you a list of all the Views in the system (Personal views not included). In this list you can find the Marketing List Members Views. Easiest way to find them directly is to add the Filter ‘”Name” Contains “member”‘.
As you will see the views (All Members, Active Members, Inactive Members and Quick Find) all exist 3 times. All the Views are separately created for Account, Contacts and Leads. By opening you can distinguish one and other. After opening you can change the Description to make it easier to distinguish the Views in the future.
Now you can add and/or change the columns.
Open a specific view and add and/or change the columns.
Save you changes and publish your customizations.
Posted on September 29th, 2010 – by Huib Aarts
This Post is based on a Post from AdvantageWorks in which a Filtered Lookup between 2 Lookups is described. Hessel Miedema and I created a Version of the Lookup for the Primary Contact of an Account. We used the Account Name as input for the Search Box of the Lookup of the Primary Contact. (Be aware that your Account Names need to be Unique in this Case).
The main Reason for this Post is that we noticed that the “&” character is Not allowed in a URL Request, but is allowed as Search Value. The “&” character needs to be replaced by “%26″ to function properly. A list of characters can be found in the The extended ASCII table .
The example we used on the OnLoad of the Account:
crmForm.all.primarycontactid.additionalparams = 'search=' + crmForm.all.name.DataValue.replace("&","%26").replace("+","%2b");
This works out-of-the-box (with Point & Click customization) in Microsoft Dynamics CRM 2011.
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4.0 Implementation Guide
