Category Archives: New Feature in MS CRM 2013

5 Microsoft Dynamics CRM Online Spring ‘14 and Microsoft Dynamics CRM 2013 Service Pack 1 Features

Duplicate Detection are Back !!

This feature was removed from MS CRM 2013 at the time of create and update so customer started using custom solution for duplicate detection. But with latest release this feature is back with enhancement, and now this  feature is also available in CRM for tablet as well.

Solution Export Version

This is another  xRM feature added where you could export your solution by target specific version, for example the version can be organization dependent where you want to deploy your solution, so if you are working in older organization version but want to deploy your solution to higher version organization you can set it while exporting solution.

solutionverions

Updated Plug-in Registration Tool

If you will download latest MS CRM 2013 SDK, you will find  registration tool under Tools folder. New UI featured UI  is introduced for plug-in registration tool. Now you have options to create connection based on your deployment type like on-premise, online and office 365 organization. You don’t need to enter discover service URL now instead you just need to mention your online region if you know otherwise you could simply select don’t know.

2014-07-10_22-28-21

 

while you are connecting, if due to some reason you are unable to connect it will create a log file instead of just displaying message, so that you can use the same log file later if required.

Xrm Tooling API

This is another xRM feature added in new release, where we have new xRM tooling assemblies available that can be leveraged to use new tooling capabilities like a new login control and new connection test control (you can find it under bin folder). For example if you are working with a windows application and want to setup a wizard to connect to Microsoft CRM, you can use these tooling api and can initiate connection wizard using below statement:

var ConnectionWizard = newConnectionDialog();

ConnectionWizard.ShowDialog();

logincontrol

Case Merge & hierarchies

There may be situation when two duplicate case is created for the same customer for the same support request, and now you want to merge them. Earlier merging facility was only available for account, contact and lead, but with new release you can merges cases as well. As soon as you will select two case from case view, merge command button will be visible in command bar. Also now we associate child case to it’s parent just like we can have sub account in account. We can associate up to 100 child cases.

You can refer latest MS CRM 2013 SDK for more details.

HIMBAP | Need any help in MS CRM 2013 Contact US !!

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South East Asia MVPs Community Day 2013

1450171_10152583963980288_445345355_nSouth East Asia MVP Community is celebrating MVP Community Day on this Saturday, where MVPs from Asia community doing different events like Webcasts and On-line Chat related to their respective technology.

I am doing online chat and a webcast on “What is new in MS CRM 2013” with my fellow MVP Roohi Shaikh.

You can register here for this event: https://www.livemeeting.com/lrs/microsoft1/Registration.aspx?pageName=dp48dz6c2z28kfzh

Check here for other community day activities.

See you at the event.

 

 

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Apply Field Validations without writing Java Script in MS CRM 2013 – Part 2

In our last post we discussed business rules and in this post we are going to show how we can create business rule in MS CRM 2013. To create business rule navigating to entity customization. Let’s take a very simple example we want to validate if Relationship type is selected a “Consultant” we need to make industry field business required in account entity. If we need to implement this in JS code we need logic like below

             if Relationship type value is consultant then

                 make Industry field required

         else

                Remove required from Industry field

In the same way we need to create two business rules for this, one to handle if part and other to handle else part, so let’s design our business rule for this.

  • Navigate to account entity customization and select business rule from left navigation.
  • Provide label “Make Industry required”
  • Add a condition using below settings:

Field: Relationship Type

Operator: Equals

Type: Value

Value: Consultant

  • Click on “Check Mark” to collapse condition section.
  • Add action using below settings

Field: Industry

Status: Business Required

  • Click on “Check Mark” to collapse action section.
  • Set scope for your business rule.
  • Save and close business rule.
  • Activate your business rule.

Let’s test our business rule navigate to Account entity and create new account and set Relationship type as “Consultant” it will make industry field required like below:

CONSULTANTREQURED

But if you will select some other value in Relationship type it will still keep industry field required like below:

stillrequired

To handle this we need to create another business rule to remove business required in case relationship value is different than consultant. Create new business rule using below configuration:

Notrequired

Activate your second business rule and open account record. Now when you will select some other value it will remove business required from industry field.

HIMBAP | Need any help in MS CRM 2013 Contact US !!

 

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Apply Field Validations without writing Java Script in MS CRM 2013 !!!

In Microsoft Development Forums many times we found posts where new CRM users are asking for help to write JavaScript validation specially if they are not developers, so I hope they will be happy with “Business Rule”, another great feature that is introduced in MS CRM 2013. Business rules helps CRM user to design most frequently used data validations from CRM UI. Business rules provide different functionality like below:

  • Set field value – We can configure business rule to set some field value or use formula to set some calculated value, but you need to keep in mind that if you are setting some field value using business rule it’s onchange event is not going to fire :).
  •  Set business requirement – We can define business rule to set business requirement level, we can configure condition where we can define, if we want to compare field with some other field or some value to validate our condition.
  •  Show or hide fields – We have option to hide/show field using business rule, but make sure business rules only works with fields, so you can’t use them to hide sections or tab. Also if the field which is used in business rule is not present on a form, the rule won’t fire.
  •  Enable or disable fields – This is the mostly used requirement in CRM entity forms, so now you can easily set business rule to enable/disable field.
  •  Show custom error notification– Another most wanted feature added to show custom error notification we will be doing another post for this feature. You can show custom error notification if validations fails. You can also localize your custom notification if you are using multiple language in your organization, you can simply export translations and can it to define your localized custom message.

So finally, although business rule is an efficient to apply validation over entity form but you should not consider it a complete replacement for JS script because, you can only use current entity field in condition, you don’t have option to get field from other entity and put your validation based on that, so if you have business need where you need to compare data from related entity you still need to use Java Script code.

We will continue discussing business rules in our next post, so stay tuned!!!

HIMBAP | Need any help in MS CRM 2013 Contact US !!

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Using Quick View Form in MS CRM 2013

Today we are going to discuss another new form added in MS CRM 2013 called “Quick View Forms”. This form was initially introduced in Microsoft Dynamics CRM Online Fall 13 Service Update. Quick view forms are associated with lookup control, for example if you want to see the details of the record filled in lookup control you can open by clicking on it, but if you are interested in only key information and don’t want to open complete record, you can utilize quick view form. We can create quick view form by following below steps, In our example we have created one policy entity and have policy number lookup in contact entity, so let’s create quick view form for our policy entity:

  • Navigate to Components->Entities->Policy->New->Quick View Form from your solution.
  • Add key information, drag and drop required fields.
  • Click on and Save and Close.
  • Publish your changes.

QuickViewform

Note:

  • We have only one Tab in Quick view form.
  • We can add many sections in Quick view form.
  • We can also add subgrid in Quick view form.

Add Quick View Form in Target form

In our case we want to add our policy quick view form on contact entity, so let’s follow these steps.

  • Navigate to Components->Entities->Contact->Contact Form from solution.
  • Select section where you want to add quick view form.
  • Navigate to Insert->Quick View Form from entity ribbon bar.
  • Fill details regarding quick view form like below

policydetails

  • Click on and Save and Close .
  • Publish your changes.
  • Create a contact record and fill policy detail, we should be able to see key field that we added in our quick view form like below

quickformdetails

 

 

 

 

 

Note:

  • Quick view form will be visible only when regarding lookup will have some value.

We will continue discussing new features added in MS CRM 2013 in our upcoming posts, so stay tuned!!!

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Quick Create Form In MS CRM 2013

Today we are going to discuss Quick Create Forms which is a new feature added in MS CRM 2013. Quick create form facilitate ms crm user to create entity record quickly as name suggest, just filling key information (you can decide your key attributes that you want to put on this form). By default you will get quick form in some of the entities like account,contact,lead,case,opportunity etc.

Quickform

you can access these forms by selecting Create button on nav bar, once selected you will get options to create quick record for quick create form enabled entities.

create

When you will create custom entity you will get only two forms, Main entity form and Mobile entity form, but we can create quick form by selecting New->Quick Create Form from entity tool bar. Once created we can customize this form and add our key fields. Quick form only contains one Tab and three Section , we can’t add new tab or section in quick create form, but you can drag and drop required fields. Once quick form is designed they can be used to create quick entity records, but in order to make your entity available in quick create command bar, you need to make sure to select “Allow quick create” check box under Data Services in entity properties.

Toshow inQuick formAfter publishing entity, you can get your entity in listed in quick create command bar.

availableform

Once selected you should be able to see quick create form as designed. You can click on Save button to save entity record with entered information.

We will continue discussing new features added in MS CRM 2013 in our upcoming posts, so stay tuned!!!

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