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questions about new CRM online 2011 setup implementation RRS feed

  • Question

  •  

    Hi,

    I am looking for information on these items:

    1. how to delete users  - currently i disabled them but couldnt find how to delete them completely from the system.

    2. change the Reply from Que instead of User - when one of my support persons reply from CRM, FROM email address should be of the Que (support@mycompany.com). instead of User's email address.


    3. user defined fields - are there any built-in user defined fields - extra fields that I could use to capture some additional information for contacts, cases

    Friday, September 16, 2011 10:31 PM

Answers

  • Hi,

    1. You can not delete users from Dynamics CRM, what you can only do is to disabled the users records

    2. You have to write the JavaScript on FormOnLoad function to manually set the reply field value to Queue if user security role/Team is Support Team (you can retrieve user team by RetrieveMultiple request via JScript and can retrieve security role via JScript as mentioned in this post: http://worldofdynamics.blogspot.com/2011/06/microsoft-dynamics-crm-2011-retrieve.html ), by default the user login user will be always selected in Reply field, sample code:

    if (Xrm.Page.ui.getFormType() ==2  window.location.search != null && window.location.search.indexOf('_InReplyToId') != -1)) 
    

    {

     // You have to check via code if user security role or team is in Support Team Role or Team then execute the code below

     var queueId = 'xxxx'; //Guid of the queue

     var queueName = 'XXX'; //Name of the queue

     var lookup = new Array();

     var lookupItem = new Object();

     lookupItem.id = queueId;

     lookupItem.name = queueName;

     lookupItem.typename = "queue";

     lookup[0] = lookupItem;

     Xrm.page.getAttribute("from") = lookup; //set the sender

    }

    3. You can customize fields as per required or can use any unused fields in the entity (Setting->Customization->Customize the System->Entities->Case->Fields , click on new button to create new fields)  


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Saturday, September 17, 2011 7:48 AM
    • Marked as answer by Jim Glass Jr Monday, September 19, 2011 2:20 PM
    Saturday, September 17, 2011 7:48 AM

All replies

  • Hi,

    1. You can not delete users from Dynamics CRM, what you can only do is to disabled the users records

    2. You have to write the JavaScript on FormOnLoad function to manually set the reply field value to Queue if user security role/Team is Support Team (you can retrieve user team by RetrieveMultiple request via JScript and can retrieve security role via JScript as mentioned in this post: http://worldofdynamics.blogspot.com/2011/06/microsoft-dynamics-crm-2011-retrieve.html ), by default the user login user will be always selected in Reply field, sample code:

    if (Xrm.Page.ui.getFormType() ==2  window.location.search != null && window.location.search.indexOf('_InReplyToId') != -1)) 
    

    {

     // You have to check via code if user security role or team is in Support Team Role or Team then execute the code below

     var queueId = 'xxxx'; //Guid of the queue

     var queueName = 'XXX'; //Name of the queue

     var lookup = new Array();

     var lookupItem = new Object();

     lookupItem.id = queueId;

     lookupItem.name = queueName;

     lookupItem.typename = "queue";

     lookup[0] = lookupItem;

     Xrm.page.getAttribute("from") = lookup; //set the sender

    }

    3. You can customize fields as per required or can use any unused fields in the entity (Setting->Customization->Customize the System->Entities->Case->Fields , click on new button to create new fields)  


    Jehanzeb Javeed

    http://worldofdynamics.blogspot.com
    Linked-In Profile |CodePlex Profile

    If you find this post helpful then please "Vote as Helpful" and "Mark As Answer".
    • Proposed as answer by Jehanzeb.Javeed Saturday, September 17, 2011 7:48 AM
    • Marked as answer by Jim Glass Jr Monday, September 19, 2011 2:20 PM
    Saturday, September 17, 2011 7:48 AM
  •  

    Hi Jehanzeb,

    Thanks for the info.

     

    Syed

     

    Monday, September 19, 2011 2:07 PM