In our earlier article we discussed how to create SLA and SLA items for account entity. Now in this article we will see how to use SLA for customer document verification. To work with SLA, we need to use timer control which provides us different option to evaluate SLA. We can configure different criteria which…
After release of Dynamics CRM 2016 update 1, we can now enable SLA for other custom and system entities as well. We can enable SLA using Enable for SLA option under entity definition like below for custom and specific system entities: Following are the list of additional system entities apart from case where we can…
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We have a demo virtual machine for CRM 2015. Today, when I tried to create new organization in our demo virtual machine, I got below strange error message saying “The specified SQL Server instance must run on 64-bit Windows Server 2008 or Windows Server 2008 R2” which does not make any sense to me.
Then I tried to troubleshoot this error by checking SQL server services, and found SQL Server Browser service in stopped state under SQL Server Configuration Manager.
Then when I tried to start it using right click on the SQL Server Browser, I found all the options disabled, so now way to start it. Finally I was able to start this service from Control Panel->Administrative Tools->Services and it worked. After that I was able to create my organization.
Hope it will help someone !!
Requirement : While deactivating account record, we need to get deactivation comments from user before deactivating account.
Solution: We can implement this requirement using different ways, in this post we are going to provide out of the box solution for this requirement. We can achieve this using dialog, if you are new to dialogs I suggest you to refer https://msdn.microsoft.com/en-us/library/gg509010.aspx first, where you can learn about dialogs and their component.
Idea here is hide the out of the box deactivate button for account entity and then design a dialog with prompt and response, we can ask user to enter comments and then we can update account entity description field (or you can setup your own custom field) with the comments, after that we can deactivate account record. Using following steps to design our dialog:
- Navigate to Settings -> Processes and select New button through process command bar
- Enter process name for example “Deactivate Account”
- Select category as “Dialog” and select Account under entity drop down
- Click on Add Step and select Page from drop down to add a page in dialog
- Select line under page and again click on Add Step and add a Prompt and Response.
- Click on Set Properties button and set properties like below :
- Click on Save and Close and select Page area and then add Update from Add Step dropdown, now we will update account record.
- Click on Set Properties, Select description field in account form and select Look For like below and first click on Add and then on Ok, so that comment will store in description field.
- Now finally add Change Status step from Add Step dropdown and set status to Inactive
- Our dialog steps should look like below:
- Activate our dialog using Activate button on dialog command bar
To test our dialog, now simply navigate to Sales->Accounts and select and account and click on Start Dialog button under more commands (…), it will display our dialog name, select our dialog and click on Add, it will ask for comment like below:
Click on Next button after entering comments and finish it, it will store out comment in account record and will activate account, and you check your account record under Inactive view.
We can simply hide our of the box deactivate button using RibbonWorkbench tool, you can refer our post, for how to hide system buttons.
We can change display name of the entity fields easily by editing field display name property. But we can’t change fields label used in address composite controls. In this post we are demonstrating how to relabel composite control fields.
Requirement:Relabel city field in address composite control in account entity.
Note: You can’t change field logical name once it is created.
Solution: We can implement this requirement using Java Script. We have option to access composite control using Java Script, we can refer them using following way:
<composite control name>_compositionLinkControl_<constituent attribute name>
So if we want to refer any field which is used in the composite control, We can do like following, we are accessing city field here:
<composite control name>_compositionLinkControl_address1_city
To relabel the normal fields, we can use setLabel method. so we can use the same method to relabel city as well. let’s say we want to rename city field to “Distric”. We can use following code for that:
Similarly we can refer other fields as well.You can refer composite control name from the respective entity form or you can also refer it here.
Using Code: To use this code we need to create Java Script web resource, where we can have below method. We need to call this method on Onload of the account entity form.
Now after publishing our changes, when we will open any account record we will see changes like below:
How many times have you heard “This grid is great, but I hate double clicking and going into the record to edit it, then going back to my record.” I certainly have heard it many times from many clients. In fact I feel the same way sometimes. It gets really annoying that you have to go into each record and change one attribute. Why can’t MSFT build this into the system? It’s not hard…well maybe it is.
At BusiPlanIT labs, we have done the hard work for you and come up with a solution that leverages JQuery js, JQuery UI js, and SlickGrids js. We have created a full HTML5 solution for you that works in CRM 2013 and 2015. Oh and let’s not forget the different browsers! It works on Chrome, Internet Explorer, and Firefox.
We are offering one free grid for any use in the CRM. You…
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