There is a new client API feature introduced in CRM 2013 – Setting Form and Field level notifications through Jscript. Let’s have a look at how to set the form notification on the Account form. We will be using the new Xrm.page.ui.setFormNotitication() method to achieve this. Xrm.Page.ui.setFormNotification(message, level, uniqueId); Parameters message | Type: String. The text…
Category: Microsoft Dynamics
Useful information about Microsoft Dynamics CRM. Best coding practices in Dynamics CRM.
Unable to enable .Net Framework 3.5 in Windows Server R2 Update – CRM 2013 installation blocker
As part of installing CRM 2013 for one of our clients we have faced an issue where we couldn't enable .Net Framework 3.5 in windows server 2012 R2. Here is why and what did we do to fix it. possible reasons: Windows Server R2 Update might have the security update 2966827 or 2966828 already installed in the server…
Global Search in CRM 2015 – New CRM 2015 feature #2 explained
Global Search in CRM 2015 - New CRM 2015 feature #2 explained: You can now search in Microsoft CRM 2015 across different record types or configure specific fields on your preferred entities. Simply enter your search criteria in the general navigation search bar and let CRM do the searching for you. There is a…
Enhanced Business Rules in CRM 2015 – New CRM 2015 feature #1explained
Enhanced Business Rules in CRM 2015 - New CRM 2015 feature #1 explained: Now there is no need to create multiple business rules for one logic string in CRM 2015. Business rules can now contain If/Then logic and the ability to combine expressions using And/Or. This feature would reduce much effort on adding the branching…
MB2-703 CRM 2013 Customization and Configuration Guide explained – Question#6
Question #6: You are creating a custom entity. Which three communication and collaboration features can be disabled after they are enabled? Each correct answer presents a complete solution. A. Sending email B. Access Teams C. Document management D. Mail merge E. Notes Answer: Once the entity is created and the features are enabled,…
MB2-703 CRM 2013 Customization and Configuration Guide explained – Question#5
Question #5: You are using Microsoft Dynamics CRM Online. You plan to create an entity named Project. The Project entity will have 15 custom fields. Which two properties can you change after you create the entity? Each correct answer presents a complete solution. A. Ownership B. Number of fields C. Define as activity entity D.…
MB2-703 CRM 2013 Customization and Configuration Guide explained – Question#4
Question #4: What type of relationship exists between the Marketing List entity and the Contact entity? A. One-to-many (1:N) B. Many-to-one (N:l) C. Native many-to-many (N:N) D. Manual many-to-many (N:N) Answer: There is a Native N:N relationship between Marketing List and Contact. Due to this the intermediate entity that joins Contact with Marketing…
MB2-703 CRM 2013 Customization and Configuration Guide Explained– Question#3
Question 3: You need to add a new custom entity to a Microsoft Dynamics CRM database. Which three actions can you perform to achieve this goal? Each correct answer presents a complete solution. A. Execute a workflow. B. Import a Solution. C. Run a dialog. D. Create a new entity in the default Solution.…
MB2-703 CRM 2013 Customization and Configuration Guide – Question#2
Question 2: You are creating a customized Solution for a conference. Each conference attendee can register for multiple sessions, and each session can have multiple registered attendees. Attendees complete surveys after each session. Surveys have custom fields. Which relationship type should you use between attendees and session registrations to track surveys? A. One-to-many…
MB2-703 CRM 2013 Customization and Configuration Guide – Question#1
Question 1# A custom entity is no longer required. What should you do before deleting the entity? A. Remove the entity from any required security roles. B. Check whether the entity has any dependencies. C. Reassign all the records in the entity. D. Change the entity ownership to Organization. Answer to this question…
Cannot assign security roles for Quick Create and Quick View forms in Microsoft CRM 2013/2015 – MB2-703
There is an interesting question in MB2-703 certification which could be confusing even for those who have worked on CRM for some time. Question: You create two Quick Create forms on the Lead entity. The Quick Create forms are for different teams that process Leads for different product groups. Which factor controls the Quick Create…
Upgrade from CRM 2013 to CRM 2015 : A Step by step guide
Recently, we did an upgrade from Microsoft CRM 2013 to Microsoft CRM 2015 and thought it would be helpful for someone who is keen to do that soon. Pre requisites: .Net 4.5.2 needs to be installed Reporting Extension should be removed Microsoft CRM 2013 SP1 should be installed Time taken: It took 30 minutes for me to finish…
Associate/Disassociate plugin messages in CRM 2011/2013
In CRM, the Associate or Disassociate event happens: If you have a N:N relationship between two entities and when you try to associate or disassociate records either from Associated view or Sub grid. In Plugins, the Associate & Disassociate messages behave little different than other messages. When you register a plugin on Associate message, you…
CRM 2013 Features : Bing Map Integration
There is another cool feature in CRM 2013 - Bing Map integration. Here is the first look. Go to the Contact form and there is a link placed near to the Address. Clicking on this link would take us to the Bing Map< to the address entered in the address fields. This…
CRM 2013 Features : Skype Integration
Lets have a look at how Skype integration works in CRM 2013. Its a cool feature. Lets start with the System Settings where we can configure whether calls need to be triggered via Skype or Lync. Now, lets have a look at the Contact record with the phone number and it shows the…
CRM 2013 Features : Access Teams
CRM 2013 has a new feature called Access Teams. What does this mean? It means we can have teams just for accessing the records but cannot own any records. Lets have a look at it. So now, there are two types of teams: Owner |Access Please like our FB page for getting more updates…
How to Audit user Login information in CRM 2011
How to Audit user Login information in CRM 2011 Prerequisite: In order to view the User Access information in the Audit, User Access Audit option should be enabled in the system settings in CRM Steps to do that: Go to Settings >Administration > System Settings => Auditing Check the Audit User Access check box to…
CRM 2011 Integration with SharePoint: Custom Document Management
There is a good post on Custom integration of CRM 2011 and SharePoint from CRM Consultancy blog Snippet from the post This article aims to describe how we can leverage this flexibility via custom development to define a more bespoke Document Management solution between SharePoint 2010 and CRM 2011, using different arrangements of Document Libraries, Folders and an…
How does CRM 2011 and SharePoint integration work?
CRM 2011 and SharePoint integration Here is a good post on CRM -SharePoint integration from CRM Consultancy Blog: Snippet from the post: One of the best new additions to CRM 2011 is tight integration with SharePoint 2010 for storing documents. In the past when using v3 or v4, CRM Projects have been forced to develop…
How to Get the value from a CRM field
// JavaScript/JScript in CRM 2011 | CRM 2011 Training Series //How to Get the value from a CRM field var varMyValue = Xrm.Page.getAttribute(“CRMFieldSchemaName”).getValue() ; //How to Set the value of a CRM field Xrm.Page.getAttribute(“po_CRMFieldSchemaName”).setValue('My New Value'); **For CRM 2011 Training, please check out our CRM Training page. Please share |Like in Facebook if…
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