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  • Joe Wichowski 7:00 am on March 31, 2014 Permalink | Reply
    Tags: , , Microsoft Dynamics CRM,   

    Give your Microsoft CRM 2013 Online Some Style… 

    Rico Suave

     

    Microsoft has done well with CRM 2013 by making it easier for us to train – its simplified interface really cleans up a lot of the confusing options for your sales force.  However, the style sheets for CRM 2013 Online aren’t editable.  They are shared by all users on the same server, and as such, there are some issues if you have an older salesforce.   (Update:  Sorry, CRM 2015/16 has a new dom, and this script no longer works)

    For example, there are no “lines” defined between rows in views.  And the fonts used are really small – some of the sales teams we work with have great salesmen in the 50+ age range – really hard for them to “see”.  Consider the following list.  It’s very hard to see where you are at with larger datasets, or smaller screens.

    plain-crm-2013-css

     

    As such, we have created a Greasemonkey script (We use Tamper Monkey) for use with Microsoft CRM 2013 Online.  It greatly enhances the CSS, and makes it much easier for sales staff to see their data.  Enhancements include:

     

    • We added lines within views to separate each row.  We also increased the font size by 1 step to make it easier to see:

    enhanced-crm-2013-views

     

    • We added underlines separating each row on forms.  We also increased font size, as well as provide a “light grey” background for Section headings:

    enhanced-crm-2013-forms

     

    enhanced-crm-2013-left-navigation

     

    We’ve begun rolling this out to all of our customers – and they really like it.  Enjoy!

    _____________________________

    // ==UserScript==
    // @name TractionCRM BetterCRM Navigation – https://tractioncrm.com – Special Thanks To:  Magnetism Solutions
    // @namespace http://www.magnetismsolutions.com
    // @include
    // @version 1
    // @grant none
    // ==/UserScript==

    function addCss(cssString) {
    var head = document.getElementsByTagName(‘head’)[0];
    var newCss = document.createElement(‘style’);
    newCss.type = “text/css”;
    newCss.innerHTML = cssString;
    head.appendChild(newCss);
    }
    addCss(“TD.ms-crm-ReadField-Normal {border-bottom: 1px solid rgb(229, 229, 229) !important;}”);
    addCss(“.ms-crm-Inline-Value {border-bottom: 1px solid rgb(229, 229, 229) !important; font-size: 15px !important; font-weight: normal !important;}”);
    addCss(“.ms-crm-List-DataCell, .ms-crm-List-DataCell-Lite, .ms-crm-List-DataCell-Associated-Lite, .ms-crm-List-Data A.ms-crm-List-Link {font-size: 12px !important; border-bottom: 1px solid rgb(229, 229, 229) !important;}”);
    addCss(“.ms-crm-InlineTabHeader {color: 1px solid rgb(0,0,0) !important; background-color: rgb(230,230,230) !important; font-weight: bold !important;}”);
    addCss(“.ms-crm-Form {color: rgb(0,0,0) !important; “);

     

    addCss(“.navActionGroupContainer, .navActionListContainer{overflow-x:hidden;overflow-y:auto;width:215px;height: -moz-calc(100% – 40px);height: -webkit-calc(100% – 40px);height:calc(100% – 40px);}.nav-scrl{overflow:hidden;position:static;}”
    + “.nav-scrl{overflow:hidden;position:static;}” + “.nav-scrl-left-lnk,.nav-scrl-right-lnk{display:none!important;}” + “.nav-scrl-view{overflow:hidden;}” + “.nav-scrl-cont{margin-left:5px!important;}” +
    “.nav-tabBody{width:200px!important;}” + “.nav-subgroup,.nav-group{display:list-item;float:left;}” + “.nav-layout,.nav-groupContainer{display:inline-block;width:200px;}” + “.navActionButtonContainer{margin-bottom:5px;}” +
    “.navActionListContainer{left:198px;overflow:auto;top:40px;width:135px;}” + “.navEmptyActionButtonSmall img{float:left;margin-top:5px;}” + “.navEmptyActionButtonSmall .navActionButtonLabel{display:inline-block;overflow:visible;white-space:normal;width:126px;}” +
    “.navActionButton.selected:after{border:none;}”);
    Mscrm.ScrollInputHandler.prototype.attachScrollEventHandlers = function (handler) {
    }

     

     

     
    • Jared Johnson 5:08 pm on November 26, 2014 Permalink | Reply

      Hi Joe,
      Surprised to see that somebody deployed that GreaseMonkey script to customers!
      I now have created a managed solution for the Left Navigation that can be imported into CRM which makes deploying this a lot easier. It can be downloaded from http://crmleftnav.codeplex.com/

      • Joe Wichowski 2:50 pm on November 30, 2014 Permalink | Reply

        Thanks for sharing Jared – I’ve shared with my Microsoft Rep as well. Hopefully, somewhere in CRM 2015 we will be able to customize the CSS directly via a web resource. But for now, we do leverage your solution to enhance the user experience.

    • Mouhanad 10:14 am on December 26, 2015 Permalink | Reply

      Hi , thanks for sharing this info.
      i think it is possible to use the same concept to change the (blue) module color in the toolbar ? could you help as i am not that strong in CSS for CRM

      • Joe Wichowski 10:42 am on April 14, 2016 Permalink | Reply

        Sorry – looks like Microsoft changed the entire DOM in 2015/2016. As such, the script above no longer works 😦

  • Joe Wichowski 1:37 pm on June 18, 2013 Permalink | Reply
    Tags: Microsoft Dynamics CRM, Microsoft Office 365   

    Old CRM4 endpoint now gone from CRM 2011 Online… 

    Kill Bill

    Ah, Microsoft…  Recently they began eliminating the CRM4 endpoint from the original CRM 2011 Online (https://xxx.crm.dynamics.com/MSCrmServices/2007/CrmService.asmx).

    While not totally surprising (they announced that they would “eventually” do this), a notice of the switch-over would have been preferable. This means that any utilities or custom programs that used the old “CRM4” endpoint will no longer work (or will not work in the very near future).  You can check the endpoint’s status by opening it in IE – if you get a 404, then you know you’ve been switched over.

    To resolve, you will have to download the latest SDK (which provides endpoint authentication for on-premesis, original CRM 2011 Online, and Office 365 Online), and use it to update any of your custom applications or portals.

    As a side note – I also know that Microsoft is beginning to move all original CRM 2011 Online customers over to their Office365 server farms.  This means that authentication via the old SDK will be changing soon for CRM 2011 Online customers (from Passport to Live).  This will affect any programs you made with the old SDK – so you may want to get in front of it fast…

     
    • Joe Wichowski 9:42 am on June 27, 2013 Permalink | Reply

      UPDATE – Ok, the endpoints are still there. But unfortunately, they now require authentication before you can access it. This is a significant change – before the endpoint was available before authenticating to Windows Live. I am unsure of why the change – but it makes our old Java CRM4 jobs incompatible without much of a workaround. We are in process of converting our jobs over to the new CRM 2011 Organization.svc endpoint 😦 Ugh, its never easy…

      /joe

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