Since workflow normally waits for a future date so let me give you a simple solution for this.
- Create a custom field at contact named next Visit
- Create two workflows:
#1 Update Next Visit (This workflow sets the next Visit first time and will not execute thereafter)
Fire this workflow on create of contact/account or on change of Visit field.
If Visit contains data Then
Update Contact Next Visit Field by adding 3 Months in Visit field
2) Birthday Reminder (This workflow sends reminder emails and updates Next Visit Field after each execution by adding 3 months)
If Next Visit contains data Then
Wait untill 5 days Before Visit
Send Email reminder to user - Receptionist
Update Next Visit= After 3 months of Current Visit
This blog aims to provide some technical tips about Microsoft Dynamics CRM 4.0 to D365, SQL Server and .Net.
Wednesday, April 17, 2013
Calling external JS files from MS CRM 4.0 form
function LoadFunction() { }
//create a Script loader object + function to be called when the script has
//finished loading
window.ScriptLibrary = new ScriptLoader(LoadFunction);
//url , false - cache, true - no cache
ScriptLibrary.Load('//FileName.js', true);
Another Example:
//create the function which will load the file
function LoadExternalScript(scriptFile)
{
var netRequest = new ActiveXObject("Msxml2.XMLHTTP");
netRequest.open("GET", scriptFile, false);
netRequest.send(null);
eval(netRequest.responseText);
}
//call the above function by passing your file name(absolute path)
LoadExternalScript("/ISV/js/filename.js");
//now call the OnLoad function, which has defined in the external JS file
//also you can define and call other function, in the external JS files
OnLoad();
//create a Script loader object + function to be called when the script has
//finished loading
window.ScriptLibrary = new ScriptLoader(LoadFunction);
//url , false - cache, true - no cache
ScriptLibrary.Load('//FileName.js', true);
Another Example:
//create the function which will load the file
function LoadExternalScript(scriptFile)
{
var netRequest = new ActiveXObject("Msxml2.XMLHTTP");
netRequest.open("GET", scriptFile, false);
netRequest.send(null);
eval(netRequest.responseText);
}
//call the above function by passing your file name(absolute path)
LoadExternalScript("/ISV/js/filename.js");
//now call the OnLoad function, which has defined in the external JS file
//also you can define and call other function, in the external JS files
OnLoad();
Wednesday, March 6, 2013
Wednesday, February 27, 2013
Change the sa password in SQL Server
Login into SQL Server using Windows Authentication.
In Object Explorer, open Security folder, open Logins folder. Right Click on SA account and go to Properties.
The Simple trick is to check the box “Map to credential” as shown below after providing a new password and click Okay.
In Object Explorer, open Security folder, open Logins folder. Right Click on SA account and go to Properties.
The Simple trick is to check the box “Map to credential” as shown below after providing a new password and click Okay.
SQL Server 2008 Designer Behavior Change: Saving Changes Not Permitted
The Save (Not Permitted) dialog box warns you that saving changes is not permitted because the changes you have made require the listed tables to be dropped and re-created.
The following actions might require a table to be re-created:
The following actions might require a table to be re-created:
- Dropping a column
- Changing column nullability
- Changing the order of the columns
- Changing the data type of a column
To change this option, on the Tools menu, click Options, expand Designers, and then click Table and Database Designers. Select or clear the Prevent saving changes that require the table to be re-created check box.
Friday, February 15, 2013
Check the Microsoft Certification
Use the below link to Check/Share the Microsoft Certication Details
https://mcp.microsoft.com/authenticate/validatemcp.aspx
use the Transcript ID and access code as your password
You are now ready to share your qualifications with your employer, friends, and colleagues.
Provide them with your Transcript ID and the Access Code, and direct them to https://mcp.microsoft.com/authenticate/validatemcp.aspx. Remember, you can change your Access Code at any time.
If you decide to stop sharing your transcript, simply change your Access Code at https://mcp.microsoft.com/mcp/tools/MCPDirectoryPreferences.aspx and refrain from sharing the new Access Code with anyone.
The below link is used to update your Certification details
https://www.microsoft.com/learning/members/en/us/mcp/mcp-default.aspx
https://mcp.microsoft.com/authenticate/validatemcp.aspx
use the Transcript ID and access code as your password
You are now ready to share your qualifications with your employer, friends, and colleagues.
Provide them with your Transcript ID and the Access Code, and direct them to https://mcp.microsoft.com/authenticate/validatemcp.aspx. Remember, you can change your Access Code at any time.
If you decide to stop sharing your transcript, simply change your Access Code at https://mcp.microsoft.com/mcp/tools/MCPDirectoryPreferences.aspx and refrain from sharing the new Access Code with anyone.
The below link is used to update your Certification details
https://www.microsoft.com/learning/members/en/us/mcp/mcp-default.aspx
Thursday, February 7, 2013
Tools used in Microsoft CRM 2011
1. The following tools are all part of the CRM 2011 Software Development Kit (SDK) SDK Download: http://www.microsoft.com/download/en/details.aspx?id=24004
a. Plugin Registration Tool - http://msdn.microsoft.com/en-us/library/hh237515.aspx
b. Plugin Profiler - http://msdn.microsoft.com/en-us/library/hh372952.aspx
c. Developer Toolkit - http://msdn.microsoft.com/en-us/library/hh372957.aspx
d. Web Resources Tool - http://msdn.microsoft.com/en-us/library/gg328133.aspx
4. Metadata Document Generator - http://metadatadocgenerator.codeplex.com
5. Visual Ribbon Editor - http://crmvisualribbonedit.codeplex.com
6. SiteMap Editor - http://sitemapeditor.codeplex.com
7. Odata Query Designer - http://crm2011odatatool.codeplex.com
8. Fiddler - http://www.fiddler2.com
9. Internet Explorer - F12 debugger - http://msdn.microsoft.com/en-us/library/ie/gg589507(v=vs.85).aspx
10. JavaScript Conversion - http://crm2011scriptconvert.codeplex.com
11. Form Reporter (CRM 4.0) - http://archive.msdn.microsoft.com/mscrm4formreporter
12. Metadata Document Generator for Microsoft Dynamics CRM 2011 (Form Reporter) - http://metadatadocgenerator.codeplex.com
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