Bio – Philip Richardson


Philip Richardson is the Program Manager for Customization. Before joining the CRM product team in January 2006 he led a team of business systems managers building and deploying enterprise level sales, marketing and business intelligence applications within Microsoft. He is an Australian native with little appreciable education and manners. He also blogs about CRM on his personal web site: http://www.philiprichardson.org/blog.

Comments (37)

  1. I frequently encounter ‘Power Customizers’ who are unaware of a very basic customization feature: Add…

  2. I’m very passionate about Sales Force Automation (SFA) and I’m also a big fan of the Microsoft CRM Leads…

  3. Many people often forget to set the Customization Prefix when they customize CRM. When you create new…

  4. I often find many customers and partners don’t take advantage of CRM’s ability to add icons for custom…

  5. Recently I’ve been doing a lot of thinking regarding CRM as a custom application development (App Dev)…

  6. Normally customization of CRM is conducted by two Security Roles: the System Administrator and System…

  7. A bunch of us headed off to World-wide Partner Conference a week or two ago.  Obviously, it…

  8. A bunch of us headed off to World-wide Partner Conference a week or two ago.  Obviously, it…

  9. Two members of the CRM team will be attending the upcoming Tech•Ed conferences in Australia and New Zealand….

  10. Two members of the CRM team will be attending the upcoming Tech•Ed conferences in Australia and New Zealand….

  11. When searching for information within CRM users often need to retrieve small pieces of information like…

  12. Hi Phil: I hope you can help me out. We’re venturing into Customizing CRM 3.0 with Web Service

    We are working on a JavaScript that uses the XMLHTTP connection to a Web Server that containts a Web Service we are calling so that it returns a database value (see below). If we run the Web Service via Browse, it works correctly. However, when we execute the JavaScript, we are getting an HTTP error Status 500 and we cannot receive the value from the Web Service.

    Can you please take a look and let us know what we can do to make it work?

    Thanks

    Carlos Sanchez

    Dynamics CRM Certified Trainer

    Dorado, Puerto Rico

    ______________________

    // Update with the path to your web service

    var url = "http://prs04/workingwithcrm/Chapter10/phonenumber.asmx/RetrieveContact";

    var oOverCredit = document.crmForm.all.new_overcredit;

    var oCustomer = document.crmForm.all.customerid;

    // The lookup field contains an array of values

    var aPerson = new Array();

    aPerson = oCustomer.DataValue;

    // Get the values from the first record

    var sId = aPerson[0].id;

    var sObjectTypeCode = aPerson[0].type;

    alert (sId);

    alert (sObjectTypeCode);

    // Remove the braces from the GUID

    sId = sId.replace(/[{,}]/g, "");

    // Leave the over credit blank if there are any errors from our service call

    try

    {

    // Use XMLHTTP connection to Web server containing SDK code to retrieve the over credit

    var oXmlHTTP = new ActiveXObject("Msxml2.XMLHTTP");

    // Open connection to Web service

    oXmlHTTP.Open("POST", url, false);

    // Set a header to tell the browser we are sending posted data

       oXmlHTTP.setRequestHeader("Content-Type", "application/x-www-form-urlencoded");

    // Send request, passing in the GUID and object type code

    alert ("id=" + sId + "&ObjectTypeCode=" + sObjectTypeCode);

    oXmlHTTP.Send("id=" + sId + "&ObjectTypeCode=" + sObjectTypeCode);

    // Parse the response to the over credit variable

    var responses = "";

    // Check to see if we have a valid response

    alert("Response XML " + oXmlHTTP.responseXML.xml);  //TEST

    alert ("Lenght " + oXmlHTTP.responseXML.xml.toString().length); //TEST

    if ((oXmlHTTP.responseXML.xml) != null && (oXmlHTTP.responseXML.xml.toString().length > 0))

    {

    // The service will return the over credit back in a string node

        responses = oXmlHTTP.responseXML.selectSingleNode("string").text;

    }

      alert(responses);

      oOverCredit.DataValue = true;    //test/

      if (responses == "no phone")

     {

        oOverCredit.DataValue = true;

        alert("Total Amount plus the Balance result in the Account going over its credit limit");

      }

    }

    catch(e)

    {

    }

  13. Today we have a relatively serious topic: Registry Settings. Unfortunately this can be an extremely boring

  14. Philip Richardson has created and blogged about a solution that creates an log of CRM usage. Typically

  15. Last night, Seattle area was hit by a fairly exciting windstorm. The 520 bridge (which is one of the

  16. Ilana Smith, the founder of the CRM team blog, has recently taken up a new role the Dynamics NAV team

  17. Ilana Smith, the founder of the CRM team blog, has recently taken up a new role the Dynamics NAV team

  18. Benjsoft says:

    I have pretty much the same style of invoking web services using javascript code, but my problem is that when this is deployed in a public IP and accessed in a remote browser, the web services does not work. Any ideas?

  19. There is a little known feature in CRM 3.0 called the Metadata Browser. You can find this feature by

  20. There is a little known feature in CRM 3.0 called the Metadata Browser. You can find this feature by

  21. I’m ‘blogging live’ here from the Convergence Community Lounge with fellow CRM blogger extraordinaire

  22. Phil and I flew back yesterday from Convergence 2007 to run the MVP Summit on Redmond campus today. I

  23. I’m here with Ben Vollmer in the Community Lounge at the Convergence conference. After a day of back

  24. For some strange reason the subject of Weighted Revenue has been on my mind lately. Strange in the sense

  25. I recently returned from the Convergence 2007 conference in San Diego. At such events one acquires a

  26. Fancy business cards are a temptation for every business owner. Lately, I’ve received business cards

  27. Tim Long says:

    Fancy business cards are a temptation for every business owner. Lately, I’ve received business cards

  28. I recently found out about this cool demo on our Government Industry Vertical site. It’s a citizen relationship

  29. I recently found out about this cool demo on our Government Industry Vertical site. It’s a citizen relationship

  30. Sometimes I link send direct links to other CRM users. I don’t always have the outlook client installed

  31. I heard about this a while back but had to keep my mouth shut about it. It now looks like the Cat is

  32. A corporate blog is an interesting beast. One has to refrain from giving ‘irresponsible advice’ and yet

  33. Philip Richardson has started releasing a number of videos he calls Titan Screencasts . In these posts

  34. Help says:

    Hi Philip,

    I have a problem accessing a metadata browser on a vpc.It gives me an error saying that it is not available. Any help would be appreciated.

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