Microsoft Dynamics CRM

Update Rollup 2 for Microsoft Dynamics CRM 2013

Microsoft announced update Rollup 2 for Dynamics CRM 2013:

http://support.microsoft.com/kb/2919956

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Microsoft Dynamics CRM

Tips and Tricks Dynamics CRM 2013 and Dynamics CRM 2011: Remove CRM generic script error popup

Many times user in CRM system complain that they keep receiving this error message from CRM system:

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This can be removed by following user setting. Ask your users to Go to personal settings-> privacy

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Select the last option as in the above screenshot and click ok.

IF you want to do it for all your user base(in case of on-premise), you can fire an unsupported backend query:

update UserSettingsBase

SET ReportScriptErrors = 3

For online environment, you can fire update using organization service.

Note: This will work for dynamics crm 2011, i have tested it from UR 12 and above. Once you remove this setting, no reports will be sent to Microsoft for script errors. In case you need to resolve some script errors, you can always enable it back from user personal privacy settings.

Hope it helps!

Microsoft Dynamics CRM

Set Form and Field notifications CRM 2013 JavaScript New feature

Set field notification

Xrm.Page.getControl(fieldname).setNotification(“Notification message”);

Clear field notification

Xrm.Page.getControl(fieldname).clearNotification();

Set form notification

//First parameter is message, second is notification type, third is optional id parameter

Xrm.Page.ui.setFormNotification(‘Error! Message’,’ERROR’,’1′);

Xrm.Page.ui.setFormNotification(‘Warning!Message’,’WARNING’,’2′);

Xrm.Page.ui.setFormNotification(‘Information! Message’,’INFORMATION’,’3′);

Clear form notification

//Pass parameter id of notification which needs to be cleared

Xrm.Page.ui.clearFormNotification(‘1’);

Microsoft Dynamics CRM

Scripting tit-bits for Business Process stage field: Dynamics CRM 2013 Javascript

We were facing lot of issues in trying to show hide , set disabled / enable fields or nullify fields which were not present as fields on form in Dynamics CRM 2013 but just were accessible on business process stage on the form. Here are the ways to do the same i found:

Enable/Disable Business Process stage field:

Xrm.Page.getControl(‘header_process_fieldname’).setDisabled(false);  //Enabled

Xrm.Page.getControl(‘header_process_fieldname’).setDisabled(true);  //Disabled

Show/Hide Business Process stage field:

Xrm.Page.getControl(‘header_process_fieldname’).setVisible(true);  //Show

Xrm.Page.getControl(‘header_process_fieldname’).setDisabled(false);  //Hide

Get Value/ Set Value Business Process stage field:

Xrm.Page.getControl(‘header_process_fieldname’).getAttribute().setValue(value);  //Set Value

Xrm.Page.getControl(‘header_process_fieldname’).getAttribute().getValue();  //Get Value

Set and Remove Notification on Business Process stage field:

Xrm.Page.getControl(‘header_process_fieldname’).setNotification(“Notification message”);  //Set Notification message

Xrm.Page.getControl(‘header_process_fieldname’).clearNotification(); // Clear Notification message

Set Required levels on Business Process stage field:

(Xrm.Page.getControl(‘header_process_fieldname).getAttribute()).setRequiredLevel(‘required’); //Required level

(Xrm.Page.getControl(‘header_process_fieldname).getAttribute()).setRequiredLevel(‘none’); //none level

(Xrm.Page.getControl(‘header_process_fieldname).getAttribute()).setRequiredLevel(‘recommended’); //Recommended level

Note: I have noticed this code will work when current stage field in business process on form is visible on UI.

Hope it helps!

Microsoft Dynamics CRM

Get/Set currency field values in JavaScript for Dynamics CRM

I noticed a peculiar scenario today in which currency field value on CRM forms were not accessible using Xrm.Page.getAttribute(“Currency field name”).getValue() and Xrm.Page.getAttribute(“Currency field name”).setValue(Value)

The resolution is in such cases you can access currency fields in below manner:

// To get currency field

Xrm.Page.data.entity.attributes.get(“Currency field name”).getValue();

// To set currency field

Xrm.Page.data.entity.attributes.get(“Currency field name”).setValue(Value);

 

Hope it helps!


Check this out

Trying to Learn Dynamics CRM: Download!

Learn Dynamics CRM App on Google Play store

Microsoft Dynamics CRM

User Cloner for Dynamics CRM

I had created a while back, just checked it and works great on CRM 2013 version as well.

User Cloner for Dynamics CRM 2011

User Cloner for Dynamics CRM 2011 is utility for all CRM administrators, consultant who have to deal with user issues on CRM 2011 and want to check whether user has proper access by replicating his security role permissions to another user. It is also useful when all security allocations of a user need to be assigned to other user in CRM 2011. It allocates the following from a source user to any target user:

· Map Source User Business unit to Target User

· Map Source User Security Role to Target User

· Map Source User Teams to Target User

· Map Source User Field Security Profile to Target User

· Remove existing Security Role of Target User

· Remove existing Teams of Target User

· Remove existing Field Security Profile of Target User

  **Using Map Source Business Unit will also change all records owned by source user to target user in the business unit**

Codeplex link : http://userclonerfordynamicscrm2011.codeplex.com/

Microsoft Dynamics CRM

{Workaround} Show symbols on out of box grids with minimum effort: Dynamics CRM

We often have requirement to show status in some graphical representation/symbol on out of box CRM Grids. So, here is a workaround which can help in supported way to achieve the same.

There is extended ASCII set in which we can include following kind of symbols on option set value texts ( which can be set in scripts to represent some symbol dependent on business requirement) . In the example below, I have used two symbols one filled star, other unfilled star to denote various status of Access Request:

image

Following is the complete list of symbols that can be used(Just copy and paste ones you want into your option set text fields):

Alphanumeric

· ① ② ③ ④ ⑤ ⑥ ⑦ ⑧ ⑨ ⑩ ⑪ ⑫ ⑬ ⑭ ⑮ ⑯ ⑰ ⑱ ⑲ ⑳

· Ⓐ Ⓑ Ⓒ Ⓓ Ⓔ Ⓕ Ⓖ Ⓗ Ⓘ Ⓙ Ⓚ Ⓛ Ⓜ Ⓝ Ⓞ Ⓟ Ⓠ Ⓡ Ⓢ Ⓣ Ⓤ Ⓥ Ⓦ Ⓧ Ⓨ Ⓩ

· ⓐ ⓑ ⓒ ⓓ ⓔ ⓕ ⓖ ⓗ ⓘ ⓙ ⓚ ⓛ ⓜ ⓝ ⓞ ⓟ ⓠ ⓡ ⓢ ⓣ ⓤ ⓥ ⓦ ⓧ ⓨ ⓩ

Arrows

· ► ◄ ▶ ◀ ▷ ◁ △ ▲ ▽ ▼ ◢ ◣ ◥ ◤

· ↨ ↕ ↑ ↓ → ← ↔ ↘ ↙« »

· ☚ ☛ ☜ ☝ ☞ ☟

· ✈ ➳ ➽

Astronomy

· ☾ ☽ ☼ ☀ ☄

Card Suits

· ♥ ♦ ♣ ♠

· ♡ ♢ ♤ ♧

Chess Pieces

· ♚ ♛ ♜ ♝ ♞ ♟

· ♔ ♕ ♖ ♗ ♘ ♙

Crosses, Stars & Flowers

· ☩ ☨ ☦ ✙ ✚ ✛ ✜ ✝ ✞ ✠

· ╰☆╮✡ ۞ ★ ☆ ⋆ ✩ ✮ ✯ ✰ ❇ ❈ ❅ ❄ ❆

· ❀ ✿ ❁ ✾

Greek Letters

· ∂ ∆ ∏ ∑

Miscellaneous

· ✉ ✍ ✎ ✏ ✐✑✒ ⌨

· ✂ ✄

· ☎ ☏ ✆

· ⌛ ⌚

· ♨ ☠ *๑ ۩ ۞

Music

· ♪ ♫ ♩ ♬ ♭ ♮ ♯ ¶

Planets

· ☉ – Sun,

· ☿ – Mercury

· ♀ – Venus (Female)

· ♁ – Earth (or ⊕)

· ☾ – Moon (or ☽ ● ◯)

· ♂ – Mars (Male)

· ♃ – Jupiter

· ♄ – Saturn

· ♅ – Uranus

· ♆ – Neptune

· ♇ – Pluto

Religious

· 卐 卍 ☯ ✡☨ ✞ ✝☥ ☦ ☧ ☩ ☪ ☫ ☬ ☭ ✌ ☮

Smiley

· ☺ ☻ ツ ㋡ ㋛

Weather

· ☁ ☂ ☃

Zodiac

· ♈ – Aries (The Ram)

· ♉ – Taurus (The Bull)

· ♊ – Gemini (The Twins)

· ♋ – Cancer (The Crab)

· ♌ – Leo (The Lion)

· ♍ – Virgo (The Virgin)

· ♎ – Libra (The Scales)

· ♏ – Scorpio (The Scorpion)

· ♐ – Sagittarius (The Centaur)

· ♑ – Capricorn (The Goat)

· ♒ – Aquarius (The Water Bearer)

· ♓ – Pisces (The Fish)

Sources for ASCII set:

· http://vnamedia.net/

· http://facebook-emoticons-symbols.blogspot.com/

Hope it helps!