Advanced Find on record forms for CRM 2013

mahenderpal:

Show Advance find button on entity form MS CRM 2013

Originally posted on Microsoft Dynamics CRM links:

https://crmadvancedfind2013.codeplex.com/

Add the Advanced Find button to any entity form’s Command Bar for easier access to the feature.

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Action Microsoft.Crm.Setup.Common.Update.DBUpdateAction failed error while installing MS CRM 2013 UR 2

Recently we did a MS CRM 2013 upgrade from MS CRM 4.0 for one of our customer and during the installation of MS CRM 2013 UR 2 we got this error. We tried to look if someone has faced this issue before and found this thread (thanks to poster) ,in Microsoft Dynamics forum, although it is an unsupported changes but it helped us to resolve this issue. We followed below steps which are mentioned there and it resolved our issue.

1. Took a complete backup of your MSCRM_CONFIG database

2. Rename dbo.dbupdateinstallinfo to dbo.dbupdateinstallinfo-old, under mscrm_config db.

3. Rename dbo.dbupdateinstallinfo_V5 to dbo.dbupdateinstallinfo_V5-old under mscrm_Config db.

4. Installed MS CRM UR 2.

MS CRM 2013 UR 2 recreated these tables as per a new installation of CRM 2013.

Hope it will help someone!!

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Update sub grids record in MS CRM

Did you get a requirement to update child entity records available in sub grid in parent entity, so for example if you are working opportunity and you need to update all the related quotes records which is available in quote sub grids under opportunity screen. You can use below code and can modify based on your requirement

function GetAllQuotesIds() {
var gridControl = document.getElementById(“opportunityQuotesGrid”).control; //Change grid name here
var subGrid = gridControl.get_allRecordIds();
for (i = 0; i < subGrid.length; i++) {
var Quote = new Object();
Quote.Name = “Demo”;    // change to update your field
var Id = subGrid[i].replace(“{“, “”).replace(“}”, “”);
UpdateQuotes(Id,Quote); } }

function UpdateQuotes(Id,Quote)
{
var jsonEntity = JSON.stringify(Quote);
var ODataPath = Xrm.Page.context.getServerUrl() + “/XrmServices/2011/OrganizationData.svc/QuoteSet”; //Change entity name here
$.ajax({ type: “POST”,
contentType: “application/json; charset=utf-8″,
datatype: “json”,
data: jsonEntity,
url: ODataPath + “(guid’” + Id + “‘)”,
beforeSend: function (XMLHttpRequest)
{XMLHttpRequest.setRequestHeader(“Accept”, “application/json”);
XMLHttpRequest.setRequestHeader(“X-HTTP-Method”, “MERGE”); },
success: function (data, textStatus, XmlHttpRequest) { alert(“Success”); },
error: function (XMLHttpRequest, textStatus, errorThrown) { alert(“Error while updating record” } }); }

Make sure you have REST and Jquery libraries are added to your form.

Hope it will help someone.

Enjoy !!!

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Quick Tip for “Permission Denied” error in MS CRM

Are you getting “Permission Denied” error and you are confident that all your scripts are working fine and not causing this issue, you may be correct :) it’s not always you will get this error because of your scripts only, you may get this error if you won’t add MS CRM url under trusted sites in your browser, so make sure to ask your clients to add MS CRM url in trusted site before using MS CRM application.

Hope it will help someone.

Enjoy !!!

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Microsoft Dynamics CRM 2013 Online Server IP Address

Recently we did a POC for one of our client and during this POC we demonstrated the integration between MS CRM 2013 online with well-known billing software. The billing software had a prerequisite to store IP address of the servers from where we are consuming their API to communicate with their system. We found this KP where all the MS CRM 2013 online servers IP address are listed based on the region, where your MS CRM 2013 online organization is hosted for example:

North America

Europe

Asia-Pacific

Hope it will help someone!!!

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Disable Notes section in MS CRM 2013 – Quick Tip

Have you been in a situation where you selected ‘Notes’ while creating entity and after that you realize you don’t need to add notes for that entity at all ?? , if yes you know that there is no supported way removing notes once it is added.

So what are all options we have supported or unsupported? If you only want to go with supported way then you need to delete your entity and recreate it. But you are ready to do unsupported changes you have some options to use your existing entity J .

Recently there was a question in MS CRM Development Forum where user was asking for similar question but that was for MS CRM 2011 (For MS CRM 2011 check this) and Jason Lattimer replied with an option to use JQuery for this, so I thought of trying it and sharing it in this post, so that it can help others MS CRM developers as well, if they are looking for a quick fix.

So if you want to disable notes control, you can create a simple JS web-resource and just add a below function in that, you can call this function in entity form onload.

function DisableNotes()

{                $(“#notescontrol a[title='NOTES']“).attr(‘disabled’, ‘disabled’); }

Note: Make sure to add Jquery library to your entity form.

And if you are interested to hide it completely you can use below line

$(“#notescontrol a[title='NOTES']“).css(‘display’, ‘none’);

Of-course if you are interested, you can implement some more business logic to this for example if you want to disable/hide notes control based on user security role then you can write JS to check current user security and use above to after that.

Note: This is a unsupported customization.

Enjoy !!!

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SnapShot! for Dynamics CRM

mahenderpal:

Get your organization details, using SnapShot !!!

Originally posted on Microsoft Dynamics CRM links:

http://www.crmaccelerators.net/products/snapshot-for-dynamics-crm/

System settings and solution components document generator. Creates an Excel file of the CRM organization with a list of all entities, fields, relationships, views, forms, option sets, web resources, Javascript libraries and events, plugins, processes, security roles and many more components.

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