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…
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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…
How to get Form Type using JavaScript in CRM 2011
Get Form type using javascript in CRM 2011 : When you write Java script/Jscript code on CRM forms, there will be situations where you need to trigger the script only on certain forms. This is how we get the Form Type. In CRM 2011, there are 7 types of forms are defined. 0 -…
How to Get the label of the control using Javascript?
// JavaScript/JScript in CRM 2011 | CRM 2011 Training Series // How to Get the label of the control using Javascript? Xrm.Page.ui.controls.get('<Attribute Name>').getLabel() // Get record id Xrm.Page.data.entity.getId() // set field as required based value of a check box field. function OnChangeBoolField() { var varBool = Xrm.Page.data.entity.attributes.get("<Boolean Field…
How to Get the changed data from form using Jscript?
/ JavaScript/JScript in CRM 2011 | CRM 2011 Training Series //How to Get the changed data using Jscript? var ChangedData = Xrm.Page.data.entity.getDataXml(); **For CRM 2011 Training, please check out our CRM Training page. Please share |Like in Facebook if you feel like this page is useful.
How to retieve data through SOAP XML using Jscript in CRM 2011
//How to retieve data through SOAP XML using Jscript in CRM 2011 if (Xrm.Page.getAttribute("parentcustomerid").getValue() != null) { //acount guid no var parentcustomerID = Xrm.Page.data.entity.attributes.get("parentcustomerid").getValue()[0].id; var xml = "<?xml version='1.0' encoding='utf-8'?>" + "<soap:Envelope xmlns:soap='http://schemas.xmlsoap.org/soap/envelope/'" + " xmlns:xsi='http://www.w3.org/2001/XMLSchema-instance'" + " xmlns:xsd='http://www.w3.org/2001/XMLSchema'>" + GenerateAuthenticationHeader() + "<soap:Body>" + "<Retrieve xmlns='http://schemas.microsoft.com/crm/2007/WebServices'>"…
How to trigger On Save function using JavaScript?
// JavaScript/JScript in CRM 2011 | CRM 2011 Training Series //How to trigger On Save function using JavaScript? Xrm.Page.data.entity.save(); **For CRM 2011 Training, please check out our CRM Training page. Please share |Like in Facebook if you feel like this page is useful.
How to Compare Dates using JavaScript?
// How to Compare Dates using JavaScript? function ValidateDates() { var Date1 = Xrm.Page.getAttribute('<Date Attribute Name1>').getValue(); var Date2 = Xrm.Page.getAttribute('<Date Attribute Name2>').getValue(); if(Date1 != null && Date2 != null) { if(Date1.setHours(0,0,0,0) < Date2.setHours(0,0,0,0)) { alert('Date2 is greater than or equal to Date1'); } }…
How to hide a tab using JavaScript?
//How to hide a tab using JavaScript? //Hide/Show a tab Xrm.Page.ui.tabs.get(5).setVisible(false); Xrm.Page.ui.tabs.get(5).setVisible(true); **For CRM 2011 Training, please check out our CRM Training page. Please share |Like in Facebook if you feel like this page is useful.
How to Call the onchange event of a field?
//How to Call the onchange event of a field Xrm.Page.getAttribute(“CRMFieldSchemaName”).fireOnChange(); Please share |Like in Facebook if you feel like this page is useful.
How to Get the selected value of picklist using JavaScript?
//How to Get the selected value of picklist Xrm.Page.getAttribute(“CRMFieldSchemaName”).getSelectedOption().text; **For CRM 2011 Training, please check out our CRM Training page. Please share |Like in Facebook if you feel like this page is useful.
How to get the Lookup field value using JavaScript?
//How to get the Lookup field value using JavaScript? var lookupObject = Xrm.Page.getAttribute("<lookupattributename>"); if (lookupObject != null) { var lookUpObjectValue = lookupObject.getValue(); if ((lookUpObjectValue != null)) { var lookuptextvalue = lookUpObjectValue[0].name; var lookupid = lookUpObjectValue[0].id; } } Please share |Like in Facebook if you feel…
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