Bradley M. Law

I had this issue when installing MS Outlook and attempting to use the CRM Client. This solves the error received when the client isntall claims that Outlook isn’t set as the default Email program. This article is by Joel Mansford and is titled MS Dynamics CRM 4.0 Client Configuration Wizard Fails With “Outlook Is Not Set As The Default Mail Client On Windows Server 2008 X64”

Great article by Ross Lotharius at Ascentium titled “Multi-tenancy and the Default Organization, What is it and how do I set it for users?” which provides information on supporting users and setting default organizations in CRM 4.0.

I have been looking for a script that will hide the entire left navigation bar in MSCRM 4.0. for a custom entity. I found this forum response here and it works well!

document.all.crmNavBar.parentElement.style.display = "none";
document.all.tdAreas.colSpan = 2;

Here are a couple of great scripts for formatting phone numbers in CRM 4.0 that were posted as a responses to the East Region Microsoft CRM Blog.

/* This code formats the phone number, allowing up to a 5 digit extension to be displayed on the same line. The following code example shows how to format basic U.S. phone numbers. This method supports 7-digit and 10-digit numbers, for example, (410) 555-1212.*/

// Get the field that fired the event.
var oField = event.srcElement;

// Validate the field information.
if (oField.DataValue != "undefined" && oField.DataValue != null)
{
// Remove any nonnumeric characters.
var sTmp = oField.DataValue.replace(/[^0-9]/g, "");
// If the number has a valid length, format the number.
switch (sTmp.length)
{
case "4105551212".length:
   oField.DataValue = "(" + sTmp.substr(0, 3) + ") " + sTmp.substr(3, 3) + "-" + sTmp.substr(6, 4);
   break;
case "5551212".length:
   oField.DataValue = sTmp.substr(0, 3) + "-" + sTmp.substr(3, 4);
   break;
case "41055512121".length:
   oField.DataValue = "(" + sTmp.substr(0,3) + ") " + sTmp.substr(3,3) + "-" + sTmp.substr(6,4) + " ext." + sTmp.substr(10,1);
   break;
case "410555121212".length:
   oField.DataValue = "(" + sTmp.substr(0,3) + ") " + sTmp.substr(3,3) + "-" + sTmp.substr(6,4) + " ext." + sTmp.substr(10,2);
   break;
case "4105551212123".length:
   oField.DataValue = "(" + sTmp.substr(0,3) + ") " + sTmp.substr(3,3) + "-" + sTmp.substr(6,4) + " ext." + sTmp.substr(10,3);
   break;
case "41055512121234".length:
   oField.DataValue = "(" + sTmp.substr(0,3) + ") " + sTmp.substr(3,3) + "-" + sTmp.substr(6,4) + " ext." + sTmp.substr(10,4);
   break;
case "410555121212345".length:
   oField.DataValue = "(" + sTmp.substr(0,3) + ") " + sTmp.substr(3,3) + "-" + sTmp.substr(6,4) + " ext." + sTmp.substr(10,5);
   break;
}
}

—-

/* This code formats the phone number, The following code example shows how to format basic U.S. phone numbers. This method supports 7-digit and 10-digit numbers, for example, (410) 555-1212.*/

// Get the field that fired the event.
var oField = event.srcElement;
// Validate the field information.
if (oField.DataValue != "undefined" && oField.DataValue != null)
{
// Remove any nonnumeric characters.
 var sTmp = oField.DataValue.replace(/[^0-9]/g, "");
// If the number has a valid length, format the number.
 switch (sTmp.length)
 {
   case "4105551212".length:
     oField.DataValue = "(" + sTmp.substr(0, 3) + ") " + sTmp.substr(3, 3) + "-" + sTmp.substr(6, 4);
     break;
   case "5551212".length:
     oField.DataValue = sTmp.substr(0, 3) + "-" + sTmp.substr(3, 4);
     break;
 }
}

Marketing list members are not in the customization section, I believe it is a code generated view that integrates with advanced find on the backend. To update this proceed to the following location in the Marketing List Entity.

Customization > Marketing Lists > Messages > edit the Custom Display String for all messages

I need to try this out but this solution from Bamboo Solution allow you to install SharePoint in Windows Vista.

I have been on the market for a well needed SharePoint piece of functionality that will allow me to provide users with cascading filtering of metadata in a list when users are selecting respective metatags. I have found several blogs, code snipets and blogs on this topic.

Here they are:

SharePoint Cascading Drop Down List (With Filter) Field Type | by Sarith Sircar (Blog) & on CodePlex

While attempting to install a trial solution for SharePoint I ran into an issue using stsadm where I wasn’t able to remove a solution.

A quick google search brought me to an excellent article by Alex Thissen titled “Removing malfunctioning Windows SharePoint Services solutions” details the entire process. I my case withe a new SharePoint installation the WSS Administration service had not started and isn’t started from what I can tell by default.

Ever wonder why your Windows Server 2008 installation does not work with Wi-Fi? Check this simple solution out.

I am working with a government client and instituting some best practices around document management including metadata content management and site structure. The following are a few good posts that outline these topics.

SharePoint Metadata Best Practices

Determine subsites and top-level sites (site collections) in SharePoint Solution