Monthly Archives: July 2009

Get Date Part from Sqldate

Most of the time we need to set datatime field value in crm, but problem is that ms crm datetime file format is different from sql server date format so i have written a some js to get date part from sqlserver datetime field.
we can pass datetime value to this function and it will return date part from datetime value.
function GetDate(strCrmFormatDate)
{
var newDate=new Date();
var indexofT=strCrmFormatDate.indexOf(“T”);
var strdatepart=strCrmFormatDate.substring(0,indexofT);
var month=strdatepart.substring(5,7);
var year=strdatepart.substring(0,4);
var day=strdatepart.substring(8);
if(month.substring(0,1)==’0′)
{
month=month.substring(1);
}

newDate.setMonth(parseInt(month)-1);
newDate.setFullYear(year);
newDate.setDate(day);
return newDate;
}

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Filed under MS CRM & Javascript

Sending Mail through worklfow using Wait Condition

Most of the time we need to send mail based on some response, let’s take one example of a enrollment where a CSR need update enrollment status to “Approved/Not Approved” within 5 days when a new sub enrolled for a new program, if CSR not ble to do that then we need to send mail to Manager regarding the enrollment. it could be any case where we need to wait for some time or we need to check some status after some specific time we can use “Wait Condition” for this purpose like here i am going to give example of enrollment process

1. Start workflow designer

2. Name your workflow and select your entity here i am using Enrollment (custom entity)
3. Check on Start when Record is created
4. Click on Add step and select “Wait Condition”.
5. Configure Wait condition and select “Workflow” form first dropdown box.
6. Select “Timeout” from second dropdown box.
7. Select “Equals” form third dropdown box.
8. Set datetime parameter from dynamic values.
your Wait condition should look like below image.

wait
9. Then add step to check Status of Enrollment if it is still pending.
10. Add step to send mail.
your steps should look like below image.

Steps

11. Save and close your workflow and publish it.
may be some time you face problem of “Waiting for resources” just try to restart Asyn service.

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Filed under MS CRM 4.0

Microsoft Dynamics CRM Server Options

The type of Microsoft Dynamics CRM server your organization deploys and uses depends on the business requirements and available information technology infrastructure. There are three choices: on premise, Service Provider Hosted, and Microsoft Dynamics CRM Live.
1. On Premise
On Premise is software the organization licenses, installs, and maintains. The
organization must install the Microsoft Dynamics CRM server software on a
server (hardware) that is owned by the organization. This software runs “locally,” meaning it is typically installed at a central office or onsite. End user clients can connect to the server via a local network or, if configured to do so, through a virtual private network (VPN), or the Internet.
2. Service Provider
Service Provider is similar to on premise, except the organization selects a third party to install and host the Microsoft Dynamics CRM software and server hardware for them. The organization’s users then connect to the third party’s servers using the Internet to access the software.
3. Microsoft Dynamics CRM Live
Unlike the previous two options, Microsoft Dynamics CRM Live is not owned
by the organization, but rather, is rented by the organization on an ongoing basis.The organization’s users access the Microsoft Dynamics CRM software from the Internet. This option is similar to the service provider model, except the service provider in this case is Microsoft

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Filed under MS CRM 4.0

MS CRM 4.0 Versions

There are three editions of MS CRM 4.0

  • Microsoft Dynamics CRM 4.0 Workgroup Server -> We can add maximum of five user if we are using workgroup server with single organization that can be installed on a single server.
  • Microsoft Dynamics CRM 4.0 Professional Server -> It allows unlimited users with the ability to install  MS CRM Web server to be installed on multiple computers but with a single organization.
  • Microsoft Dynamics CRM 4.0 Enterprise Server -> It Allows unlimited users and an unlimited number of organizations. Allows you to create role-based server instances, increasing scalability.

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Filed under MS CRM 4.0