Tag Archives: MS CRM 2013 New Feature

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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Filed under MS CRM 2013, New Feature in MS CRM 2013

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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Filed under MS CRM 2013, New Feature in MS CRM 2013