Thursday, March 21, 2013

How to save read-only fields in CRM 2011

What was I trying to do?

My CRM form had few calculated fields which were populated using Jscript. And since these were calculated, I didn't wanted users to intervene. So I made them read-only!

To save the data on the form (like everyone else and like it's suppose to be) I clicked on Save. Next time I opened the form and those read-only fields were empty. Did the user edit, no. No, because the field was read-only.


On the OnSave event of the form, insert this snippet:

The fieldName is the read-only field that was updated using Jscript. If there are multiple 'Jscript updated read-only' fields on your form, you have to duplicate the above snippet for those fields as well.

Why didn't the data save?

Apparently blogs and other Microsoft CRM experts claim its to save network traffic. Really?
I tried to investigate, but not enough. I better leave it at this. It would be easier to ask the masters. Microsoft CRM product team, I would like to know:
  • Why didn't it save?
  • Was this by design?

Strange, but true. Strange because I don't know yet.

Thursday, March 7, 2013

How to enable trace in CRM 2011

Below are the steps to enable trace log in Microsoft Dynamics CRM 2011

  • Start  >  Run  >  regedit.exe
  • Browse registry editor to this location. HKEY_LOCAL_MACHINE  >  SOFTWARE  >  Microsoft  >  MSCRM
  • Right click and add new key of type (DWORD). Refer the image
    • TraceEnabled
    • TraceRefresh
  • Set their value = 1

Saturday, March 2, 2013

How to fix: This message has not yet been submitted for delivery

To make this message disappear you have to make certain configurations in CRM like one of the following:
  • Check to see if you have approved the CRM user to send an email. Settings > Administration > Users > Select the user and click Approve Email.
  • Open CRM user record and check Email Access Configuration section on the form. Make sure the correct profile has been chosen. i.e. If you are using Email Router to route incoming and outgoing emails, make sure the Email access type - Incoming and Email access type - Outgoing are set to Email router. (Make sure email router is configured for this).
  • In continuation to the above point, if you are using Outlook to send and receive emails, make sure Email access type - Incoming and Email access type - Outgoing are set to Microsoft Dynamics CRM for Outlook. (For this to work, you have to install and configure Microsoft Dynamics CRM Client for Office Outlook on the Client machine).
These steps are sure to help you understand the various check points to configure emails correctly in CRM. Share them with others if you know of someone who is battling their minds on this.

PS: Now I was using Microsoft Dynamics CRM Client for Office Outlook to send and receive emails and made sure the appropriate configurations have been done but, the message still seems to bother me. I noticed my Office Outlook application was closed :)