Skip Navigation Links
HOME Expand HOME
SERVICES Expand SERVICES
PRODUCTS Expand PRODUCTS
CRM BOOK Expand CRM BOOK
BLOG Expand BLOG
CRM INFO Expand CRM INFO
CONTACT Expand CONTACT
CUSTOMER PORTAL

Bing (and Google) Maps Integration (works with On Line!)

August 5, 2010 11:46 by Bryan Chevalier

Google/Bing maps implementation   

Integrating any mapping technology into CRM provides you with quick access to where you want to go. By following these steps, you'll be able to add Bing maps and/or Google maps to your system in no time. This works with Online as well as On Premise. 

What are the benifits from this?  Simple.

1) There's no need for a hosted page (.aspx or .htm)

2) You get current, real time address values from the Account (or Contact) page. In other words it will just pull from your entered data and the page and it checks it dynamically without having to hit save (the maps query the fields when they are selected on the tabs).

As you can see, this example uses the Account page, but you can apply this to any entity.

Here are the steps:

Note: Only type what is in between the quotation marks (except in the code)

Step 1:  Go to Settings >> Customization >> Account >> Forms and Views >> Form.

Step 2:  Click “Add a Tab” and type in a name. (In our case we are using “Map It!”)    

   FIGURE A

 

Step 3:  You should see your new tab appear on the screen.  Next, click “Add a Section” and type in a name.  (In our case we are using “bMap”) Click OK.

Step 4:  Click  your bMap section and click “Add an IFRAME” and type in a name.  (In our case we are using “bingMap”)    

In the URL field type “about:blank” Note: be sure to uncheck “Restrict Cross Framing” (see FIGURE B); in the Formatting tab, check “Auto expand to use available space” (see FIGURE C).

FIGURE B

 

FIGURE C

 

Step 5: Next, hit OK and click “Form Properties”. Then, click “OnLoad” and press “Edit”.

Step 6:  Note: make sure “Event is enabled” is checked. 

Then insert the following into the white space (you do type in the quotation marks within this code--See FIGURE D): 

crmForm.all.tab4Tab.attachEvent("onclick", doMap);function doMap()

{

if (crmForm.all.address1_line1.value != null)

{

crmForm.all.IFRAME_bingMap.src = ("http://www.bing.com/maps/default.aspx?where1=" + crmForm.all.address1_line1.value + ", " + crmForm.all.address1_city.value +", " + crmForm.all.address1_stateorprovince.value);}

else{

crmForm.all.IFRAME_bingMap.src = "about:blank";

}

}

FIGURE D

 

Note: You may need to change “tab4Tab” to wherever your respective tab is.

The tabs are numbered from left to right starting at zero.  For instance, if you wanted to use the very first tab on the left, you would use “tab0Tab”.

Also: Replace “bingMap” with the name of your IFRAME. Finally, click OK >> OK >> Save To see your new map in action press Preview >> Create Form

                                                                 FIGURE E                                      

 

If you haven’t noticed, the address is being pulled from the General Tab (Street 1, City, and State/Province)

If you want to integrate Google Maps, simply do the following: In the OnLoad code, replace “http://www.bing.com/maps/default.aspx?where1=” with   "http://www.maps.google.com/maps?q=" 

(you may also want to change the name of your IFRAME to googleMap)

FIGURE F


Tags:
Categories: Integration | Microsoft
Actions: E-mail | Permalink | Comments (1) | Comment RSSRSS comment feed

The power of CRM Mobility with CWR Mobility (and a special promotion through June!)

June 4, 2010 16:50 by Marcw - Webfortis CEO

As we all know, mobility provides access to data real-time, anywhere. We've found that the folks over at CWR Mobility have a great product (we're running it in-house), and their latest release is incredible!

It offers the following features and functions:

  • Fully-integrated Online and Offline clients for Microsoft Dynamics CRM 3.0 and 4.0
  • Certified for Microsoft Dynamics
  • Native Client Experience
  • Supports Wireless LAN, GPRS/EDGE, UMTS, HSPA
  • Device support for iPhones, Blackberries and Windows Mobile 5+
  • Role-based deployment
  • Default implementations for Field Service/Sales
  • Toolkit to build XRM/LOB apps
  • Easy to configure, rich SDK
  • Multi-currency, multi-tenancy, multi-lingual (10 languages)
  • Advanced entity relationships
  • Power of choice: on-premise, partner hosted or CRM Online

Here are some closeup screen shots of the various phones:

Webfortis Special: Through June, 2010, we will install, setup and configure the application for 50% off normal price. Just call or email us for further details!


Tags:
Categories: Mobility
Actions: E-mail | Permalink | Comments (0) | Comment RSSRSS comment feed

Data Migration Manager - Potential Issues

March 19, 2010 10:45 by Tom

The Microsoft Dynamics CRM Data Migration Manager is a handy tool when importing large amounts of data or when importing related entities. The installation, however, can be something of a challenge. When attempting to install the Data Migration Manager on a Server 2008 machine running SQL 2005, you may receive the following error:

The issue here is that the initial installation of CRM has failed to add a particular key to the Window's registry and the data migration manager cannot retrieve this information. The following is a step-by-step solution to this issue.

1) Open the Windows Registry Editor:

From the Start Menu, select "Run". On the the line that says "Open:" type "regedit".

2) Find the "InstallLocation" Registry Entry:

The registry entry we're looking for is buried a ways down in the registry tree. Expand HKEY_LOCAL_MACHINE >> SOFTWARE >> Microsoft >> Windows >> CurrentVersion >> Installer >> UserData >> S-1-5-18 >> Products >> 059DD8CB00184F24E99A62CF4D6109FA >> InstallProperties. Now, select the "InstallLocation" entry.

 

If you are using a 64-bit version you may not be able to find the "059DD8CB00184F24E99A62CF4D6109FA" folder. There should instead be a folder with the name "C5D06E9536719E94DB7D0491EB205E22". Expand this and follow it to InstallProperties >> InstallLocation.

3) Change to the Current CRM Installation Path: 

If this registry entry is blank change it to your current CRM Server installation path. The default (below) is "C:\Program Files\Microsoft Dynamics CRM\"

 

Go back to the installation and select next, the installation should continue successfully.


 
  HOME | ABOUT US  | CAREERS | CONTACT
  All Material on this Website is Property of Webfortis, LLC ©