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This article provides a concise description regarding availability of Microsoft Dynamics CRM extensibility features across the three types of deployments.
http://msdn.microsoft.com/en-us/library/dd393297.aspx

I recently saw this question posted on the MS CRM Forum and I can clearly understand why this would be a requirement. When you look at fields using an advanced find you get a list of all attributes associated with the entity. This sometimes can be confusing for end users.

In the screen shot below you can see a list of all fields associated with the account record type.

Advanced Find field list

To remove fields not used on the form you will need to set the Searchable field to No on the attribute customization form. To do this you will navigate to the Settings area, click customizations, click the attributes tab and then click on the attribute you want to remove from the list. You will then need to set the searchable field to No.

The screen shot below demonstrates how do do this. You will then need to publish your changes.

customization

Once the changes have been implemented the non searchable field will not be visible in the Advanced Find field list.

Be advised that making a field non searchable will also make the field not visible in the report wizard.

By default when you install MS CRM 4.0 it is installed at port 5555. To access MS CRM the system users will need to type a URL similar to http://servername01:5555/. This will take them to the default organization loader page.

Default URL

To make it easy and more user friendly for your users to access MS CRM you might want to change the URL to some thing simple like http://crm/. To do this you’ll need to make changes to your MS CRM servers IIS. You’ll need to follow the steps below to make the change.

1- Right Click on the MS CRM Website in IIS.
2- Click Properties.
3- On the Web Site tab click Advanced.
4- Click the edit button to chage the “Advanced Web Site Identification”.
5- Change the port number to 80 and the “Host Header Value” to crm.

The image below highlights the buttons you’ll need to click.

Changes to IIS

It is fairly easy to launch an external application from within MS CRM and pass parameters, But sometimes you might need to do it the other way.

I recently had to pass a parameter to an MS CRM form from an external application. I found a way in which you can enable MS CRM 4.0 URL Query string Parameter by making a change to your registry setting on the blog below.

http://blogs.msdn.com/rextang/archive/2008/09/24/8962549.aspx

Once you’ve passed a parameter to your MS CRM form the next step would be to parse the URL to get the parameter. I wrote the code below to get the parameter. I’ve posted it on my blog because others might find it useful.

var varParameter = GetQueryString(“parameterNAME”);

if(varParameter != null)
{
if (varParameter.length > 0)
{
//DO SOME THING HERE.
}
}

function GetQueryString(paramName)
{
queryString = window.location.search.substring(1);
params = queryString.split(“&”);
for (i=0;i

 

Its quite often that you would want your code to only execute in a certain type of MS CRM Client. e.g. Outlook Laptop client, Outlook Workstation client.

Microsoft Dynamics CRM supports these clients:

– Microsoft Dynamics CRM Web application
– Microsoft Dynamics CRM for Outlook
– Microsoft Dynamics CRM for Outlook with Offline Access

You can check which client your form is being viewed in using JavaScript and the MS CRM Global Functions.

Function name Description
IsOnline Returns true if the form is online.
IsOutlookClient Returns true if the form is on either of the Outlook clients.
IsOutlookLaptopClient Returns true if the form is on the Outlook laptop client.
IsOutlookWorkstationClient Returns true if the form is on the Outlook desktop client.

An example of how you would use the functions is shown below.


if (IsOnline())
{
        alert("Form IsOnline!");
}

I get asked this question all the time. What is possible in different types deployments of MS CRM 4.0? I found this link quiet useful.  The article provides a concise description regarding availability of Microsoft Dynamics CRM extensibility features across the three types of deployments. Very useful if your considering a solution for a client.

Extensibility Feature Deployment Comparison for Microsoft Dynamics CRM 4.0