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<channel><title><![CDATA[NetriSoft - Blog]]></title><link><![CDATA[http://www.netrisoft.net/blog]]></link><description><![CDATA[Blog]]></description><pubDate>Fri, 10 Apr 2020 17:42:54 -0700</pubDate><generator>Weebly</generator><item><title><![CDATA[Cannot connect to Microsoft Dynamics CRM Server because we cannot authenticate your credentials in Office 2013 over Windows 8 ]]></title><link><![CDATA[http://www.netrisoft.net/blog/cannot-connect-to-microsoft-dynamics-crm-server-because-we-cannot-authenticate-your-credentials-in-office-2013-over-windows-8]]></link><comments><![CDATA[http://www.netrisoft.net/blog/cannot-connect-to-microsoft-dynamics-crm-server-because-we-cannot-authenticate-your-credentials-in-office-2013-over-windows-8#comments]]></comments><pubDate>Wed, 07 Aug 2013 20:50:43 GMT</pubDate><category><![CDATA[CRM for Outlook]]></category><guid isPermaLink="false">http://www.netrisoft.net/blog/cannot-connect-to-microsoft-dynamics-crm-server-because-we-cannot-authenticate-your-credentials-in-office-2013-over-windows-8</guid><description><![CDATA[Here is a great article about setting up CRM for Outlook on a Windows 8 Box!Read More&hellip; [...] ]]></description><content:encoded><![CDATA[<div class="paragraph" style="text-align:left;">Here is a great article about setting up CRM for Outlook on a Windows 8 Box!<br /><span></span><br /><span></span><a title="CRM for Outlook on Windows 8" href="https://community.dynamics.com/product/crm/crmtechnical/b/pabloperalta/archive/2012/08/29/cannot-connect-to-microsoft-dynamics-crm-server-because-we-cannot-authenticate-your-credentials-in-office-2013-over-windows-8.aspx" target="_blank">Read More&hellip;</a><br /><span></span><br /><span></span></div>]]></content:encoded></item><item><title><![CDATA[Read-Optimized Forms ]]></title><link><![CDATA[http://www.netrisoft.net/blog/read-optimized-foms]]></link><comments><![CDATA[http://www.netrisoft.net/blog/read-optimized-foms#comments]]></comments><pubDate>Mon, 10 Dec 2012 21:49:16 GMT</pubDate><category><![CDATA[CRM]]></category><category><![CDATA[CRM Online]]></category><category><![CDATA[CRM On-Premise]]></category><guid isPermaLink="false">http://www.netrisoft.net/blog/read-optimized-foms</guid><description><![CDATA[As Microsoft Dynamics CRM moves into the future by enabling information workers to access information across many devices and networks&mdash;environments in which time-to-load and consumption are the key success factors&mdash;we&rsquo;re focusing more than ever on providing a fast-loading, consumption-oriented user experience. This focus is particularly helpful for people who use Microsoft Dynamics CRM primarily to consume data, rather than to edit or update records&hellip;..&nbsp;More [...] ]]></description><content:encoded><![CDATA[<div class="paragraph" style="text-align:left;">As Microsoft Dynamics CRM moves into the future by enabling information workers to access information across many devices and networks&mdash;environments in which time-to-load and consumption are the key success factors&mdash;we&rsquo;re focusing more than ever on providing a fast-loading, consumption-oriented user experience. This focus is particularly helpful for people who use Microsoft Dynamics CRM primarily to consume data, rather than to edit or update records&hellip;..&nbsp;<a title="Read-Optimized Forms" href="https://community.dynamics.com/product/crm/crmtechnical/b/crmteamblog/archive/2012/03/22/read-optimized-forms.aspx" target="_blank" style="">More</a></div>]]></content:encoded></item><item><title><![CDATA[Setting the Business Requirement status of an attribute in CRM 2011]]></title><link><![CDATA[http://www.netrisoft.net/blog/setting-the-business-requirement-status-of-an-attribute-in-crm-2011]]></link><comments><![CDATA[http://www.netrisoft.net/blog/setting-the-business-requirement-status-of-an-attribute-in-crm-2011#comments]]></comments><pubDate>Sun, 21 Oct 2012 20:46:40 GMT</pubDate><category><![CDATA[Expanding CRM UI]]></category><category><![CDATA[JavaScript]]></category><guid isPermaLink="false">http://www.netrisoft.net/blog/setting-the-business-requirement-status-of-an-attribute-in-crm-2011</guid><description><![CDATA[ Sometimes when building forms you are going to run into a situation where you may need to set or remove the business requirement of an attribute on a form. &nbsp;This comes in handy when you are using multiple forms for different types of users. &nbsp;For instance, a salesmen may only need the ability to add basic customer information on one screen, but on another screen you may have information not visible to the salesman, such as financial information. &nbsp;This financial information may inc [...] ]]></description><content:encoded><![CDATA[<div class="paragraph" style="text-align:left;"> Sometimes when building forms you are going to run into a situation where you may need to set or remove the business requirement of an attribute on a form. &nbsp;This comes in handy when you are using multiple forms for different types of users. &nbsp;For instance, a salesmen may only need the ability to add basic customer information on one screen, but on another screen you may have information not visible to the salesman, such as financial information. &nbsp;This financial information may include fields that MUST be entered by the finance folks. &nbsp;So, what you do in these situations is remove the requirement at the attribute level and add the following code to a page load event on your page: </div>  <div> <!--BLOG_SUMMARY_END--> </div>  <div> <div id="700737490744937466" align="left" style="width: 100%; overflow-y: hidden;" class="wcustomhtml"> <pre> 1   var myAttribute = Xrm.Page.getAttribute("new_MyAttribute");<br> 2<br> 3   //Check to make sure there is an attribute by that name<br> 4   if(myAttribute != null)<br> 5   {<br> 6   myAttribute.setRequiredLevel('required');<br> 7   }<br> </pre> </div> </div>  <div class="paragraph" style="text-align:left;"> You could also remove the required level by: </div>  <div> <div id="274757403194405678" align="left" style="width: 100%; overflow-y: hidden;" class="wcustomhtml"> <pre> 1   var myAttribute = Xrm.Page.getAttribute("new_MyAttribute");<br> 2 <br> 3   //Check to make sure there is an attribute by that name<br> 4   if(myAttribute != null)<br> 5   {<br> 6   myAttribute.setRequiredLevel('none');<br> 7   }<br> </pre> </div> </div>  <div class="paragraph" style="text-align:left;"> Or even set it as Business Recommended: </div>  <div> <div id="899072578205055641" align="left" style="width: 100%; overflow-y: hidden;" class="wcustomhtml"> <pre> 1   var myAttribute = Xrm.Page.getAttribute("new_MyAttribute");<br> 2<br> 3   //Check to make sure there is an attribute by that name<br> 4   if(myAttribute != null)<br> 5   {<br> 6   myAttribute.setRequiredLevel('recommended');<br> 7   }<br> </pre> </div> </div>  <div class="paragraph" style="text-align:left;"> Hope this quick snippet can help! </div> ]]></content:encoded></item><item><title><![CDATA[Outlook 2010 Ribbon Bar disappears after installing the CRM 2011 Add in ]]></title><link><![CDATA[http://www.netrisoft.net/blog/outlook-2010-ribbon-bar-disappears-after-installing-the-crm-2011-add-in]]></link><comments><![CDATA[http://www.netrisoft.net/blog/outlook-2010-ribbon-bar-disappears-after-installing-the-crm-2011-add-in#comments]]></comments><pubDate>Tue, 18 Sep 2012 20:37:42 GMT</pubDate><category><![CDATA[CRM for Outlook]]></category><guid isPermaLink="false">http://www.netrisoft.net/blog/outlook-2010-ribbon-bar-disappears-after-installing-the-crm-2011-add-in</guid><description><![CDATA[Here is an intersting issue I ran across when upgrading a client from Office 2007 to Office 2010 as part of Office 365.&nbsp; When we completed the upgrade and installed the CRM Outlook component, the ribbon bar was gone!&nbsp; No Home, Send/Receive/ Folder etc.&nbsp; This was realted to a bug in the upgrade process.&nbsp; You&rsquo;re going to have to edit the registry on this one.      Close OutlookGo to Start-Run type in RegeditNavigate to HKEY_CLASSES_ROOT\TypeLib\{2DF8D04C-5BFA-101B-BDE5-00 [...] ]]></description><content:encoded><![CDATA[<div class="paragraph" style="text-align:left;">Here is an intersting issue I ran across when upgrading a client from Office 2007 to Office 2010 as part of Office 365.&nbsp; When we completed the upgrade and installed the CRM Outlook component, the ribbon bar was gone!&nbsp; No Home, Send/Receive/ Folder etc.&nbsp; This was realted to a bug in the upgrade process.&nbsp; You&rsquo;re going to have to edit the registry on this one.</div>  <div>  <!--BLOG_SUMMARY_END--></div>  <div class="paragraph" style="text-align:left;"><ol><li>Close Outlook</li><li>Go to Start-Run type in Regedit</li><li>Navigate to HKEY_CLASSES_ROOT\TypeLib\{2DF8D04C-5BFA-101B-BDE5-00AA0044DE52}&nbsp;</li><li>&nbsp;Right click on the 2.4 regkey and choose Export.&nbsp; Save this export to your desktop for now so we have a backup.</li><li>Now once that is backed up right click on the 2.4 regkey and choose delete.</li><li>Launch Outlook</li><li>Make sure its working, then delete the reg backup.<br /><br /></li></ol>You should be good to go!<br /><span></span><br /><span></span></div>]]></content:encoded></item><item><title><![CDATA[Adding Buttons to a CRM From using Jquery ]]></title><link><![CDATA[http://www.netrisoft.net/blog/adding-buttons-to-a-crm-from-using-jquery]]></link><comments><![CDATA[http://www.netrisoft.net/blog/adding-buttons-to-a-crm-from-using-jquery#comments]]></comments><pubDate>Mon, 25 Jun 2012 20:35:16 GMT</pubDate><category><![CDATA[Expanding CRM UI]]></category><category><![CDATA[JavaScript]]></category><guid isPermaLink="false">http://www.netrisoft.net/blog/adding-buttons-to-a-crm-from-using-jquery</guid><description><![CDATA[ 6/25/2012 UPDATE: &nbsp;This new version will work in either Header, Footer, Body or all!  In the post we are going to take a look at licking a problem that I have with Microsoft Dynamics CRM 2011. That is adding buttons to a form to perform some sort of action. There are several ways of firing script such as onchange of fields or even adding buttons to the ribbon bar. The ribbon bar is pretty interesting way of adding functionality, if you have the time download the definitions, find the exact [...] ]]></description><content:encoded><![CDATA[<div class="paragraph" style="text-align:left;"> <strong>6/25/2012 UPDATE: &nbsp;This new version will work in either Header, Footer, Body or all!</strong><br> <span></span><br> <span></span>In the post we are going to take a look at licking a problem that I have with Microsoft Dynamics CRM 2011. That is adding buttons to a form to perform some sort of action. There are several ways of firing script such as onchange of fields or even adding buttons to the ribbon bar. The ribbon bar is pretty interesting way of adding functionality, if you have the time download the definitions, find the exact spot and order you want your button, then finally re-import it. Its a cool feature and these new buttons are available for all forms for the entity, but it is overkill for simple things. &nbsp;This post will show you how to quickly add buttons to a page with just a few lines of javascript.<br> <span></span> </div>  <div> <!--BLOG_SUMMARY_END--> </div>  <div class="paragraph" style="text-align:left;"> <ol> <li>This plugin requires&nbsp;<a title="" href="http://www.jquery.com/">Jquery</a>,&nbsp;download the latest version and add it along with the&nbsp;<a title="" href="http://www.netrisoft.net/wp-content/uploads/2012/06/jquery-CRMButtonBar_1_2.js">CRMButtonBar&nbsp;</a>plugin to the script collection for your form.<br> </li>  <li>Create a new attribute (a text field is fine) and add the new attribute to the form where you want the buttons to show up.</li>  <li>Either add the following code to your main Javascript page or or create a new script page.</li> </ol> </div>  <div> <div id="881679524315133270" align="left" style="width: 100%; overflow-y: hidden;" class="wcustomhtml"> <pre> 1   $(document).ready(function(){<br> 2   $('#new_newname_d').CrmButtonBar ({<br> 3       sourcefield: 'new_newname',<br> 4       buttons:[<br> 5       {<br> 6               text : "Press Me",<br> 7           click: function (){alert("Button 1 Pressed");},<br> 8           width : '50px'<br> 9       },<br> 10           {<br> 11                   text : "Press Me Too!",<br> 12               click: function (){alert("Button 2 Pressed");},<br> 13           width : '150px'<br> 14       }]<br> 15         });<br> 16   });<br> </pre> </div> </div>  <div class="paragraph" style="text-align:left;"> When you&rsquo;re done, your page should look similar like the following: </div>  <div> <div class="wsite-image wsite-image-border-thin" style="padding-top:10px;padding-bottom:10px;margin-left:0;margin-right:0;text-align:center"> <a href='http://www.netrisoft.net/uploads/5/3/5/4/5354502/3900061_orig.png' rel='lightbox' onclick='if (!lightboxLoaded) return false'><img src="http://www.netrisoft.net/uploads/5/3/5/4/5354502/3900061_orig.png" alt="Picture" style="width:100%;max-width:1020px"></a>  <div style="display:block;font-size:90%"></div> </div> </div> ]]></content:encoded></item><item><title><![CDATA[Force Submit on a Read-Only or Disabled Field on CRM 2011]]></title><link><![CDATA[http://www.netrisoft.net/blog/force-submit-on-a-read-only-or-disabled-field-on-crm-2011]]></link><comments><![CDATA[http://www.netrisoft.net/blog/force-submit-on-a-read-only-or-disabled-field-on-crm-2011#comments]]></comments><pubDate>Tue, 12 Apr 2011 20:25:28 GMT</pubDate><category><![CDATA[JavaScript]]></category><guid isPermaLink="false">http://www.netrisoft.net/blog/force-submit-on-a-read-only-or-disabled-field-on-crm-2011</guid><description><![CDATA[By default, if a field on your form is disabled, it will not save any changes made via script. In these cases you need to specifically change its submit mode as follows:1 &nbsp;&nbsp;Xrm.Page.getAttribute("new_attributename").setSubmitMode("always");Pure and simple! [...] ]]></description><content:encoded><![CDATA[<div class="paragraph" style="text-align:left;">By default, if a field on your form is disabled, it will not save any changes made via script. In these cases you need to specifically change its submit mode as follows:<br /><span></span><br /><span></span>1 &nbsp;&nbsp;Xrm.Page.getAttribute("new_attributename").setSubmitMode("always");<br /><span></span><br />Pure and simple!<br /><span></span><br /><span></span></div>]]></content:encoded></item><item><title><![CDATA[CRM 4.0 Locking up IE 7]]></title><link><![CDATA[http://www.netrisoft.net/blog/crm-40-locking-up-ie-7]]></link><comments><![CDATA[http://www.netrisoft.net/blog/crm-40-locking-up-ie-7#comments]]></comments><pubDate>Thu, 13 Jan 2011 21:20:51 GMT</pubDate><category><![CDATA[CRM 4]]></category><guid isPermaLink="false">http://www.netrisoft.net/blog/crm-40-locking-up-ie-7</guid><description><![CDATA[Here is a crazy issue we ran across last week. We&rsquo;ve had this issue with our production CRm where many users have been complaining about IE7 locking up when they went to save a record (Opportunities, leads etc). All of the entities had custom javascript that would make async calls back to the CRM web service on the onload event. When we removed the script IE stopped crashing. So after hours of re-writing all the javascript, they still continued to crash the browser when enabled.      The i [...] ]]></description><content:encoded><![CDATA[<div class="paragraph" style="text-align:left;">Here is a crazy issue we ran across last week. We&rsquo;ve had this issue with our production CRm where many users have been complaining about IE7 locking up when they went to save a record (Opportunities, leads etc). All of the entities had custom javascript that would make async calls back to the CRM web service on the onload event. When we removed the script IE stopped crashing. So after hours of re-writing all the javascript, they still continued to crash the browser when enabled.</div>  <div>  <!--BLOG_SUMMARY_END--></div>  <div class="paragraph" style="text-align:left;">The issue took another leap in to the world of &ldquo;what the hell?&rdquo; when we started different methods of testing, for instance, when we installed CRM to a local machine for testing, then there were no issues what so ever. Then, we enabled javascipt debugging, and still, no issues. Using&nbsp;<a title="" href="http://www.fiddler2.com/fiddler2/" target="_blank">Fiddler</a>&nbsp;to check the traffic, we noticed that it did crash after several successful call to the service. This led us to believe the issue was related to something in the request itself, not the server.<br /><span></span><br /><span></span>As it turns out, a phishing filter add-on that was used by Sophos was causing this issue. For some reason, Sophos was having a hard time scanning all the requests, therefore it was just hanging. Now to fix this solution, we added the CRM site to the Trusted Sites zone and modify the security. Here are the steps that worked for us:<br /><span></span><br /><span></span>1. From IE, goto Tools&gt;Internet Options and select the Security tab.<br />2. Select Trusted Sites, the press the Sites button.<br />3. Add your crm url and press add, then close.<br />4. Select the Advanced tab.<br />5. Uncheck &lsquo;Enable third-party browser extensions.<br /><span></span><br /><span></span>This will turn off the third-party phishing filter (Sophos in our case) and allow you to freely view CRM that features custom script without any headaches!<br /><span></span><br /><span></span>Let me know if this was helpful, this is my first real blog entry and I was limited on time, please let me know if you need more detail and I will post it.<br /><span></span><br /><span></span>Good Luck!<br /><span></span><br /><span></span></div>]]></content:encoded></item></channel></rss>