Lookup Filter Through XRM

In below example, I have implemented custom filter on Student Course Lookup. This filter is forcing the student courses to show for the given Student Id. Student Id is mapped as single line of text field so default filter functionality can not be implemented for Student Course Lookup.

Student Course Lookup Before Filter

Student Course Lookup After Filter 

Xrm Code

Entity Home - Bind Javascript function on Custom Button

This technique work to bind java script function in entity home page.

https://rajeevpentyala.wordpress.com/2012/05/23/loading-dependent-jscript-libraries-in-ribbon-buttons-execution-crm-2011/

The solution is simple. We can add all the required libraries to <Actions> node like below

 <JavaScriptFunction Library=”$webresource:common” FunctionName=”isNaN” />

Note – Since <JavaScriptFunction> requires a function name, pass “isNaN”.

Now my <Actions> node look like below

<Actions>

<JavaScriptFunction Library=”$webresource:account_ribbon” FunctionName=”sayHello”>

</JavaScriptFunction>

<JavaScriptFunction Library=”$webresource:common” FunctionName=”isNaN”>

</JavaScriptFunction>

</Actions>

#AW CRM Consultant Maison Consulting & Solutions

Load Multiple JavaScript Libraries

Loading dependent jscript libraries in ribbon button’s execution CRM 2011

https://rajeevpentyala.wordpress.com/2012/05/23/loading-dependent-jscript-libraries-in-ribbon-buttons-execution-crm-2011/

<Actions>

<JavaScriptFunction Library=”$webresource:account_ribbon” FunctionName=”sayHello”>

</JavaScriptFunction>

<JavaScriptFunction Library=”$webresource:common” FunctionName=”isNaN”>

</JavaScriptFunction>

</Actions>

#AW CRM Consultant Maison Consulting & Solutions

Microsoft Dynamics CRM 2013 – Calling Custom Actions Using JavaScript

http://www.plusconsulting.com/Blogs/Lists/Posts/Post.aspx?ID=56

#AW CRM Consultant Maison Consulting & Solutions

Improving CRM JavaScript Code with an Xrm.Page Common Library

http://thinketg.com/improving-crm-javascript-code-with-an-xrm-page-common-library/

#AW CRM Consultant Maison Consulting & Solutions

JavaScript references in Microsoft Dynamics CRM 2013

https://msdynamicscrmblog.wordpress.com/2013/12/14/javascript-references-in-microsoft-dynamics-crm-2013/



#AW CRM Consultant Maison Consulting & Solutions

Microsoft CRM syntax for common jscript requirements

JavaScript Reference for Microsoft Dynamics CRM 2011

2013

http://garethtuckercrm.com/2011/03/16/jscript-reference-for-microsoft-dynamics-crm-2011/

#AW CRM Consultant Maison Consulting & Solutions

IFrame Set Src

IFrame src can be set on Form Load event, but this technique not work all time as On Load can be complete before loading IFrame. In this case, IFrame Url set to its default value.
The work around is to set IFrame Src in IFrame Event Handler on 'readystatechange' event.

So, add webresource library on form and register the function on IFrame event handler to set the Src.

In below code, I have register IFrame function on IFrame event handler. Now my IFrame Url set successfully.

Disable Pending Email Warning Message

CRM show pending email warnings when there are pending emails. For some reason you have created an email message, tried to send it but it never got sent and is stuck in pending. To get rid of these annoying warnings, I have found two methods mentioned below.

Method 1) Using Advance Find
Do an advanced find and search for email messages where you are the owner and the status is Pending Send.

CRM 2013 Quick Create Form Mapping Bug

There is bug in Contact Quick Create Form on lead form. Once contact form is opened without first selecting the Existing Account, it no more map Parent Account on contact form.

This issue is reported in several blogs including Microsoft official community.

https://community.dynamics.com/crm/f/117/t/143653



#AW
Dynamics CRM Consultant

Allow Posts in Social Pane CRM 2013

If Posts tab is not showing in Social Pane, then go to Settings-> Post Configurations tab, as shown in snap shot.

select relevant entity. Now activate/publish entity.This will activate the Posts tab in Social Pane on Entity Form.

If Post Configuration tab is not showing in setings area, then you have to edit the sitemap of CRM. This usually happen due to up-gradation from CRM 2011 to CRM 2013.


Ali Wadood
 Dynamics CRM Consultant Maison Consulting & Solutions

Hide Business Process Flow Based on Condition

Requirement: Business Process require to hide Business Process Flow on Opportunity Form if Opportunity Type is Consumer. In below Xrm code I have apply this business process requirement.



Opportunity is not Consumer:

Opportunity is Consumer:

Xrm Code

-- Code on Form Load

Hiding BPF if Opportunity Type is Consumer Opportunity i.e equal to 4

An Idea!

Consultancy

Presales
Sales 

#AW CRM Consultant Maison Consulting & Solutions

Implement Business Logic on Lead Disqualify

Whenever you disqualify the lead it save the Lead form, so you can have  JS registered on save event to check if user initiated action to disqualify lead

In this case you need to check for savemode() equal to 15 on save event of lead

In the save event you can use the execution context object getEventArgs method to retrieve an object that contains methods you can use to manage the save event.

execObj.getEventArgs().getSaveMode()

Entity
Event Mode
Value

All

Save

1


All

Save and Close

2


All

Save and New

59


All

AutoSave

70


Activities

Save as Completed

58


All

Deactivate

5


All

Reactivate

6


User or Team owned entities

Assign

47


Email (E-mail)

Send

7


Lead

Qualify

16


Lead

Disqualify

15

Prevent Delete on Desired Condition - CRM 2013 Plugin

Scenario: XYZ Pvt Ltd, wants to implement business logic of Delete prevention if value of Is Delete Field is No on Opportunity Entity. CRM 2013 will prevent deltetion of record if value of Is Delete Field is set to No and vice versa. 

Work Around: We have added a custom field on Opportunity Entity with Display name 'Is Delete' & Schema Name 'IsDelete'.

Solution: Below is the CRM 2013  Prevent Delete Plugin code.


using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using Microsoft.Xrm.Sdk;
using Microsoft.Xrm.Sdk.Query;
using Microsoft.Crm.Sdk.Messages;


namespace PreventAccountDelete
{
    public class Class1:IPlugin
    {

XRM - Move to Next Stage in Business Process Flow

Here is the XRM code to move to next stage in Business Process Flow on desired condition. Add this code on ribbon button. If you want to add this code on Form save, then implement your logic of 'OnSave' accordingly.
Below code is using Opportunity entity. Other desired entities can be passed in successCallback function. 

function MoveNextStage(stageToMove) {

Add Dynamic Ribbon Menu Buttons

1) Create Ribbon Menu Buttons using (Ribbon Workbench)

2) Add Enable Rules in Ribbon Workbench

• For each Rule Add a Custom Rule and Select Custom Javascript Rule
• Now mention your function name and web-resource.

3) Connect Rules with Commands
4) Add the functions in Web-Resource as mentioned in Specified Rules in Step 2.
5) For Enable Button Return True and to Disable the Button, Return False.

#AW Customization Consultant Maison Consulting & Solutions

CRM 2013 Icons

Below are the links provide CRM 2013 icons.

http://flaticons.net/category.php?c=Shopping
https://curah.microsoft.com/74102/free-icons-for-dynamics-crm-2011-and-2013

Get Icons of Customized Size

#AW Customization Consultant Maison Consulting & Solutions

Branching in Business Process Flows (CRM 2015)

Business process flows guide you through various stages of sales, marketing, or service processes toward completion. In simple cases, a linear business process flow is a good option. However, in more complex scenarios, you can enhance a business process flow with branching. If you have the create permissions on business process flows, you’ll be able create business process flow with multiple branches by using the If-Else logic. The branching condition can be formed of multiple logical expressions that use a combination of AND or OR operators.

Class Library for CRM Fields Schema Names

I am thinking about creating a Class Library to support CRM Fields Schema Names and Data Types in developing Plugins.

Two concepts hitting my mind.

• Make an object oriented style of classes with helper methods in base classes
• Create configurations regarding all schema field names and store them as field properties by creating specific entity classes on the fly. 

Hmm, well 2nd point is looking more feasible in  such development....

#AW Customization Consultant Maison Consulting & Solutions

Create and Update Entity Metadata

Create and Update Entity Metadata (Programatically C#)

https://msdn.microsoft.com/en-us/library/gg509014.aspx

#AW Customization Consultant Maison Consulting & Solutions

Change Entity Primary Field after Entity is Created

Change Entity Primary Field. Below link also provide useful information regarding Entity Metadata & how CRM stores entity attributes and metadata in database. 

https://www.it-gems.com/2014/10/change-primary-field-entity-created.html

#AW Customization Consultant Maison Consulting & Solutions

Status and Status Reason values in Dynamics CRM 2013

Important info regarding 'Status and Status Reason values in Dynamics CRM 2013' is given in this link.
https://msdynamicscrmblog.wordpress.com/2013/10/26/status-and-status-reason-values-in-dynamics-crm-2013/





#AW Customization Consultant Maison Consulting & Solutions

Multidimensional Array - XRM

var arr = [

    [0,1,2],
    [3,4,5],
    [
        ['a','b','c']
    ]

];

Object Properties with Get, Set

var d = Date.prototype;
Object.defineProperty(d, "Year", {
  get: function() {return this.getFullYear() },
  set: function(y) { this.setFullYear(y) }
});

Above code add property in Date object. This is use of getter and setter in a Date object: Shown in below lines of code. 

var now = new Date;
document.write(now.Year + '<br/>'); // 2015
now.Year = 2016;
document.write(now); 

// Sat Apr 16 2016 13:56:25 GMT+0500 (Pakistan Standard Time)