Tag Archives: MS CRM 2013

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

Dynamics CRM 2013 Links

Donna Edwards

The long awaited Dynamics CRM 2013 product is available Online and for OnPremise installations.  Microsoft did a great job with the product and I’m sure you’ll appreciate the many improvements and additions to the product.  Here are the links:

Microsoft Dynamics CRM Server 2013 (Online)

Microsoft Dynamics CRM Server 2013 (OnPremise)

Microsoft Dynamics CRM 2013 for Microsoft Office Outlook (Outlook Client)

Check out my Microsoft Curah article for the latest download updates.

In addition Microsoft Dynamics CRM 2011 Update Rollup 15 is also available.   As with any update rollup, read through the list of fixed items and determine if any address issues you are experiencing.  Install the Update Rollup in a development environment first, test it for a couple of weeks and then roll it into production.

Cheers

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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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Microsoft Dynamics CRM 2013 Release Preview Guide is Available

If you are excited about Microsoft Dynamics CRM 2013, then check Microsoft Dynamics CRM 2013 Release Preview Guide, this guide provides information about what we are going to get in MS CRM 2013 !!!.

Enjoy !!

 

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