MS CRM 2013 Quick find with always wildcard charcter

This is unsupported way of CRM customization. when any new rollup installed these changes may be removed.

Steps:

1.       Go to C:\Program Files\Microsoft Dynamics CRM\CRMWeb\_static\_common\scripts

2.       Find stage.js script file.

3.       Make a copy of this file.

4.       Open Stage.js script file.

5.       Find function function quickFind(oGrid)

In this function find

sFindCriteria = Trim(findCriteria.value.replace(/[\*]+/, "*"));findCriteria.value = sFindCriteria;

6.       Replace

sFindCriteria = Trim(findCriteria.value.replace(/[\*]+/, "*")); 

with

If wants wild chard character always comes first when entered any key word for search (*abc)

sFindCriteria=Trim(findCriteria.value.replace(/[*]+/,""));if (sFindCriteria != "" && sFindCriteria.substr(0, 1) != "") sFindCriteria = "*" + sFindCriteria;

If wants wild chard character always at end (abc*) then

sFindCriteria=Trim(findCriteria.value.replace(/[*]+/,""));if (sFindCriteria != "" && sFindCriteria.substr(0, 1) != "") sFindCriteria =  sFindCriteria+"*";

if wants wildchard character in both places (*abc*)

sFindCriteria=Trim(findCriteria.value.replace(/[*]+/,""));if (sFindCriteria != "" && sFindCriteria.substr(0, 1) != "") sFindCriteria =  "*"+sFindCriteria+"*";

7.       Save the file.

8.       Clear your browser cache

9.       Try now.. 

Reference: http://stackoverflow.com/questions/21405693/default-wildcard-in-quick-find-crm-2011/21849801#21849801

MS CRM 2011 Email Scheduler

Schedule Email using CRM 2011 workflows.

Details are here.. MS CRM Email Scheduler (http://mscrmemailscheduler.codeplex.com/)

To Run SQL based custom CRM 2011 Report from reporting server credentials

When running CRM 2011 SQL based custom report from reporting server we need to specify username and password.

Here username should be systemuserid and password should be organizationid.

If you are using username as domain\account and passport of account, you might get following error. 

An error has occurred during report processing (rsProcessingAborted) Cannot create a connection to data source ‘CRM.’ (rsErrorOpeningConnection) Guid should contain 32 digits with 4 dashes (xxxxxxxx-xxxx-xxxx-xxxx-xxxxxxxxxxxx).

To get systemuserid and organizationid, you need to run SQL query on CRM database. Here is the query

SELECT fullname, systemuserid, organizationid FROM SystemUser 

Or

SELECT fullname, systemuserid, organizationid FROM FilteredSystemUser