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Slickgrid Currency Column Formatter

 

Slickgrid is a JavaScript grid component by Michael Leibman.  This is a great grid which is very flexible and customizable and very fast to load and display data.  Over the next few weeks we will be blogging about Slickgrid in general as well as a few areas in which we have extended its functionality.  This blog will address one of those areas where functionality was extended.

 

I recently came across the need to display pricing information for products and could not find information on a currency column formatter.  The raw data returned from my web service displayed the data as 0.0000.  So there was no currency formatting ($ symbol) and the decimal precision was returned to four places.  I wanted the data to be formatted like typical US currency with a $ and to two decimal places, like this: $0.00.  Maybe I didn't look hard enough to find a ready-made solution, but at any rate, I quickly wrote my own currency formatter and thought it might help someone else looking to do something similar.

 

The column formatting functions for Slickgrid are contained in the slick.formatters.js file.  I appended this file with a new function by adding the following bit of code:

 

function CurrencyFormatter(row, cell, value, columnDef, dataContext) {

    if (value === null || value === "" || !(value > 0)) {

        return "$" + Number();

    } else {

        return "$" + Number(value).toFixed(2);

    }

}

 

Additionally, you will need to modify the top section of the script to register the newly created namespace.  I added the following code (highlighted in yellow) to the existing function:

 

(function ($) {

  // register namespace

  $.extend(true, window, {

    "Slick": {

      "Formatters": {

        "PercentComplete": PercentCompleteFormatter,

        "PercentCompleteBar": PercentCompleteBarFormatter,

        "YesNo": YesNoFormatter,

        "Checkmark": CheckmarkFormatter,

        "Currency": CurrencyFormatter

      }

    }

  });

 

Now when you define your columns in your html page that will display your Slickgrid control, you need to add the following bit of code to the column definition to reference the currency formatting function that we just created above:

 

                columns = [

                { id: "Price", name: "Price", field: "Price", width: 80, cssClass: "cell-title", formatter: Slick.Formatters.Currency }

            ];

 

That's it.  Now the data shown in the currency formatted column will display as "$0.00", rather than the raw, unformatted data that may be returned in your web service or database call.  If the value being evaluated is null, an empty string or an empty object, the data will be rendered as $0.  This did the trick for me!  Stay tuned for more Slickgrid information in future blogs.  Happy coding.

Dynamics CRM Q2 2012 Release

The next major release of Microsoft Dynamics CRM 2011 will be the second quarter of 2012. Currently available is Roll-Up 6 for CRM 2011. This next release will have some major functionality enhancements as part of the release. The primary theme of the release is "CRM Anywhere". This will include but not be limited to:

1. Groundbreaking Mobility (better mobile applicable enabled by CWR technology). This will now be available on many mobile platforms. That being said, there will be an additional fee from MS to enable this new mobile client.

2. Cross Browser Support (Safari Firefox and Chrome) well overdue but happy to have it finally!

3. Enhanced Social Capabilities (leveraging the RU5 What's New area and more)

4. General Enhancements (this includes self-service BI capabilities and more)

You can read all the details in the attached document. This release should be easy to enable and have many nice bells and whistles.

ReleasePreviewGuide.pdf (910.83 kb)

Posted: Mar 12 2012, 05:46 by Robert.Fitzer | Comments (0) RSS comment feed

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Categories: Dynamics CRM | Mobility

Preview of New Microsoft CRM Features Coming Q4 2011

Microsoft has published a preview of their Q4 2011 Microsoft Dynamics CRM release. There are many exciting and innovative items in the release. This is a feature release so there will be many items that did not make it into the initial CRM 2011 release. These changes affect CRM Online and On-premise. One undocumented but talked about new feature is multi-browser support for the desktop (NEW UPDATE_ THIS IS COMING Q2 2012). Hopefully this is still part of the release.

Summary of New Features

  • Unified Office 365 Experience
  • Enterprise Cloud – Identity Federation
  • Enterprise Cloud – Enhanced Disaster Recovery
  • Feature Enhancements to Dialogues, Business Intelligence (Dashboards) and De-Duplication 
  • Social Investments: First wave of investments from Microsoft along with a mobile client specifically to view postings (though if you want real Social interaction with CRM check out  - Available today)

 To read all the details check out the white paper. (Dynamics_CRM_Release_Preview_Guide_August_2011_FINAL.pdf (873.79 kb))

 

 

Posted: Oct 05 2011, 10:20 by Robert.Fitzer | Comments (2) RSS comment feed

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Categories: Dynamics CRM

Microsoft CRM and Office 365 Better Together

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Microsoft Dynamics CRM 2011 and Microsoft Office 365 a compelling argument for the cloud. This eliminates the need for many servers in a companies infrastructure and makes it easier than ever to deploy robust technology quickly, easily and at a low price point. Check out this five minute video to give you a nice overview. CRM & Office 365

Posted: Sep 20 2011, 03:57 by Robert.Fitzer | Comments (0) RSS comment feed

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Categories: Dynamics CRM

Great Time to Switch to Microsoft CRM

There has never been a better opportunity to switch from Salesforce.com to Microsoft Dynamics CRM. Microsoft has announced a "switcher" offer for companies that are still on Salesforce.com switch easy to CRM Online. Not only do you get a world class enterprise-ready system but you can get it with some of your implementations fees paid for. All a company needs to do is go and sign-up for a free 30 day trial and then go to the site to apply for the incentive dollars. $150 off per user towards anything you want to use it for (data migration, training, etc). Minimum 50 seats and two year commitment. For 100 seats for example, you can get $15,000 towards your implementation.

Not to mention the fact that CRM Online is far less expensive than Salesforce.com. CRM Online is only $44/user per month versus Salesforce.com below

 

For 100 Users, just in the monthly fees, over the two year period, you can save almost $200,000.

 

 

Posted: Aug 29 2011, 10:22 by Robert.Fitzer | Comments (1) RSS comment feed

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Categories: Dynamics CRM

CRM Rollups for 2011

By now most should know that Microsoft releases "Rollups" (RU) for CRM server and client side applications. These rollups traditionally called "Service Packs" (SP) by other systems, in the past have been applied in a very manual way. Starting with the release of CRM 2011, updates can now be handled in two ways. One is your traditional manual way on both the client and server-side. A CRM/IT administrator can go the Microsoft download site and download the updates for each component installed. Thus far for CRM 2011 all roll-up components have been cumulative, so all that needs to be done is to install the most recent roll-up. Microsoft has currently released RU3 which can be found here.

Now to the automated way. With CRM 2011, CRM updates (both client and server-side) are done through Windows updates. This makes it very simple to get updates out to users. This automatic update is released approximately 30 days after the release of the roll-up on the Microsoft Download site. This morning for example I received RU3 in my Windows update on my laptop- nice surprise.

I would suggest testing updates once released against your customizations to know if the auto updates are going to cause any issues.  Microsoft is on a schedule to release roll-ups every 60 days or sooner. In the fall 2011 we will see a major release from Microsoft with feature enhancements to the system (bigger than a RU/SP for sure). If you are wondering on the client side what update you have installed, go to File, CRM and click on "About Microsoft Dynamics CRM". You will see the window below and you can compare it to the chart below.

 

  

  Release Date Version #
Rollup 1 4/4/2011 5.00.9688.1045
Rollup 2 6/6/2011 5.00.9688.1155
Rollup 3 7/26/2011 5.00.9688.1244

Posted: Aug 24 2011, 08:07 by Robert.Fitzer | Comments (0) RSS comment feed

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Categories: Dynamics CRM | Dynamics CRM

CRM 2011 Maintenance & Optimizing for On-Premise Deployments

Microsoft has released a new white paper for Microsoft Dynamics CRM 2011 on-Premise deployments for maintenance and optimizing of infrastructure. It is a good overview of both hardware and software configurations needed to get the most out of the hardware you have in place. This is particularly important for organizations with a large number of users, a large data set and/or high transaction level in CRM. Take a look and take advantage of what is available with just some small changes.   Optimizing and Maintaining the Performance of a CRM 2011 Server Infrastructure.pdf (932.31 kb)

Posted: Aug 18 2011, 03:59 by Robert.Fitzer | Comments (0) RSS comment feed

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Categories: Dynamics CRM

New CRM 2011 Guides Available

 

Microsoft released new guides for Microsoft Dynamics CRM 2011. These are great resources for both CRM users and administrators. They are printable and are in Word so you can change/customize them for your own needs. This is a great place to start to build your own training manual and/or best practice CRM manual. The User Guide can be found here (Microsoft_Dynamics_CRM_2011_User's_Guide.doc (3.76 mb)) and the Administrator Guide can be found here (microsoft_dynamics_crm_2011_administrator's_guide.doc (750.00 kb)). These are up-to-date with CRM 2011 on-premise for with Roll-up 3.

Few notes about the User Guide:

  1. It does not include screenshot, screenshots are very useful for users. Diagrams can't hurt as well
  2. It is a very large manual (645 pages). I would not give this to users. Break it up and use it by key areas. Eliminate chapters of entities you are not using. Not all of this info would be applicable for end users.
  3. Don't print the manual if at all possible. Not only to save trees but as soon as you print it, it becomes out of date. Use a centralized SharePoint site to store it and add a link in CRM like on a dashboard or something under help.
  4. It is not perfect but it is a good start. Make it your own. Include best practices and expectations to make sure everyone is on the same page.
  5. Add info to your manual to personalize it with your logo, your helpdesk info, etc.

Feel free to contact us with any questions on how to make the most out of it during a training session for users.

Posted: Aug 16 2011, 10:32 by Robert.Fitzer | Comments (1) RSS comment feed

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Categories: Dynamics CRM

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