Friday, January 30, 2015

Change Display order of system views

In CRM system views are order by number and alphabets. When view name is starting with number, that view was shown first and then views shown by alphabet orders. 


If want some custom order then we need to modify view name and either add number or alphabets in front of view name 

1.       Go to customization of entity views.

2.       Open view and click on view properties. 
1.       Add either number or alphabet in Front of view name


1.       Save view and change name of other views as per order


1.       Publish customization



with Alphabet order 







Thursday, January 29, 2015

Insert Hyperlink in Email, Email Template or Articles

Most of the time we struggle when wants to add hyperlink in emails which want to send from CRM system.

When composing email wants to add Hyperlink, so that recipient will just click on it and link will be opened..

To do this.. very simple step need to do..

select text where you want add hyperlink and keying CTRL+K




Add your click in URL. Then it looks like 



Same think is working for Email template, Articles. 
Sometime might not work in Chrome or in any other browser.. but mostly works in IE. 



Long label trimming on Form


To show full label on form there are two option.. Supported way.. and unsupported way.. 

Supported option:
You can show complete label on CRM form by using HTML web resource. You need to create HTML web resource and add that web resource as label for attribute. 
And in the HTML web resource add complete label. 
For your attribute whose label is too big.. don't show label on the form by changing field property.


Add Two column section on form and add this field into section. 
Add new HTML web resource to form in above section and set web resources properties as 



Add your label text inside html web resource.. save and publish your form. 
then label will be shown as 


Unsupported option:
Go to CRM server where your CRM web application installed. 
CRMWeb\_common\styles\fonts.css.aspx
Open above file in text editor
 Add CSS element into this file.
  1. .ms-crm-InlineEditLabel { white-space: normal !important; }
Save file.. Do iis reset and check your CRM form. 


There are advantages and disadvantages of both options.. 
If you are doing by supported way then for each long label attribute you need to create and add new html web resource on form. but if you are doing by unsupported way you don't need to create html web resource. 
Main problem with unsupported is that when you install any roll ups you need to make these change in file..