Change, as you know, is inevitable; and nowhere more so than within a Microsoft Dynamics CRM system. We have found that the more people use CRM the more they unlock its potential and the more they would like it customized to better fit their methods of work.
After completing several CRM installations this year, I began to realize that my life would be much simpler if I implemented a change management system at each of my customer’s locations to better track individual requests by company. Instead of receiving emails and phone calls, I will now have a user complete a change request within their own system. Today we’ll explore the solution I created based on Change Request documents found in the CRM Implementation Guide.
As you can see from the following figures, the implementation is fairly straightforward:
I was able to use many of the built-in features of a CRM entity such as the following:
- CreatedBy was renamed to Requested By
- CreatedOn was renamed to Date Reported
- Owner was renamed to Assigned To
/* OnLoad Event */
* Zero-pad a number if the value is less
* than 10.
var temp = “”;
if (st < 10)
temp += ‘0’;
temp += st.toString();
* Build a new Change Number based on
* the current Date and Time.
var currentDate = new Date();
var currentDay = currentDate.getUTCDate();
var currentMonth = currentDate.getUTCMonth();
var currentHour = currentDate.getUTCHours();
var currentMinute = currentDate.getUTCMinutes();
var currentSecond = currentDate.getUTCSeconds();
var tempDate = currentDate.getUTCFullYear()
tempDate += “.”;
tempDate += ZeroPad(currentMonth);
tempDate += ZeroPad(currentDay);
tempDate += “.”;
tempDate += ZeroPad(currentHour);
tempDate += ZeroPad(currentMinute);
tempDate += ZeroPad(currentSecond);
var CRM_FORM_TYPE_CREATE = 1;
* If this is a New record, then populate the
* Change Number field.
if (crmForm.FormType == CRM_FORM_TYPE_CREATE)
crmForm.all.new_changenumber.DataValue = BuildChangeNumber();
After you have imported and published the new Change Request Entity, you may need to decide where it should be displayed and who should see it. In many cases, you probably only wish the owners or managers to be able to enter change requests. After you make that determination, you’ll need to edit the Security Role for those individuals and set appropriate security, as shown below:
Putting Change Requests to Work
After you’ve decided who can enter Change Requests, you need to conduct a little training to make sure everyone is comfortable with the new system. Just so you don’t miss anything, you can also create a workflow rule that emails you each time a new Change Request is created:
References: Microsoft CRM 3.0 Implementation Guide
Note that the opinions expressed herein are my own and are not an official position of the Microsoft Corporation. The use of this solution is not necessarily supported by Microsoft.