{Tips and Tricks} Multiple column sorting in Views for Dynamics CRM 2011/2013

One of the recent queries by an old pal was how can we sort more than 1 column dynamically as needed on views.

I was trying to find through this and found that if you click shift while clicking column header on a view you can dynamically sort with as many columns as you want:

Just need to press shift while clicking column headers. Taking example of My Open Leads view in below screen:

· Multiple columns ascending:

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· Some columns ascending, some columns descending:

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Please note that this is dynamic, will not persist once you navigate away from the views. But very useful, just in case you need them.

Ask your Query : Click here

Hope it helps!

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Spell Check settings in Dynamics CRM 2011/2013

Recently our customer asked us for Spell check/correction utility for Dynamics CRM 2011/2013. After some digging I found that this is already available in Internet explorer:

Spell check settings.

Go to Internet explorer Settings-> Manage Add-ons

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Pick Spelling Correction(Notice checkbox should be ticked, you can default language here as well)->

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Apply change and close, now for testing let’s put some spelling mistakes in an email:

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When I right click I get spelling correction suggestions:

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Applicable to IE 10 and above

Ask your Query : Click here

Hope it helps!

Script Search Utility for Dynamics CRM 2011/2013

Script Search Utility for Dynamics CRM 2011/2013 addresses some of the following pain points while configuring, documenting and trying to resolve issues related to scripts in Dynamics CRM 2011 and Dynamics CRM 2013. Key features of this application are:

• For documentation purpose, Ability to search script files for specific text in script like unsupported scripts during CRM upgrade
• For documentation purpose, Ability to search scripts for attribute names in CRM scripts.

This tool also lets you copy search result to clipboard.

Download link: Click here

How to use :

Download the doc file, rename it to zip file, extract it and you are done.

For any issues/ bugs, you can connect me directly at –deepeshsomani@hotmail.com

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This tool uses the Connection Control for Microsoft Dynamics CRM 2011 which is available at https://connectioncontrol.codeplex.com. I recommend using this tool for anyone who needs to connect to CRM instances be it office 365, on-premise or IFD.

Ask your Query : Click here

Hope it helps!

{Utility}Dialogs Property box in Dynamics CRM 2013 Form

I really used to like the CRM 2011 Dialogs Properties window. If you have forgotten, here is a screen which might make you remember the properties dialog on the form:

image

I just wanted to have a working one in CRM 2013 as well. A little drilling made me understand that is it pretty much available in CRM 2013 as well (in system pages of CRM), so here is what I did:

Step 1:

Embed one html web resource called properties in the Admin forms I Need:

You can directly download doc file from here convert it to html and then upload as html web resource to your forms.

Source code below:

<html xmlns=”http://www.w3.org/1999/xhtml”&gt;

<head>

</head>

<body id=”bodyId” onload=”onload()”>



<script src=”ClientGlobalContext.js.aspx” type=”text/javascript”></script>

<script type=”text/javascript”>

function onload() {

var url = window.parent.Xrm.Page.context.getClientUrl() + “/_forms/properties/properties.aspx?id=” + window.parent.Xrm.Page.data.entity.getId().toString().substr(1, (window.parent.Xrm.Page.data.entity.getId().toString().length – 2)) + “&objTypeCode=” + window.parent.Xrm.Page.context.getQueryStringParameters().etc;

document.getElementById(“tt”).src = url;

}

</script>

<title></title>

//Iframe with id ‘tt’ needs to be embedded here

</body>

</html>

Step 2:

Add a Tab named properties to the form and put web resource inside it.

The screen will look pretty much like the one below:

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Note: This webresource is reusable for all CRM entities.

Ask your Query : Click here

Hope it helps!

{Work Around}Issue with Fields locked on form but not in Business Process Area : Dynamics CRM 2013

One of the issues I had noticed earlier with Business process area in Dynamics CRM 2013 during CRM 2013 Rollup 1 was that business process area didn’t take the fields in CRM 2013 Form (specially on load) into consideration while showing field as enabled/disabled, visible/not visible etc. I find the same issue still existent with CRM 2013 SP1 Rollup 1. What I am trying to say is say we need some fields as disabled on the form, CRM 2013 Business process area does not take it into consideration and Business process area is still editable. Look at the scenario in below screen. Here we have the same field in two places, one in the business process area and one on the form, highlighted in red rectangle below. You can notice that the field is disabled on form, but still enabled in Business Process area which just breaks the disabled field in the form:

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For Scenarios like this, following a good workaround:

We need to create a business rule without any condition, Refer screen below:

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Once this is applied, the field will be locked in both places (Marked in green rectangles):

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This is extensible in sense that as we need more disabled fields, we just need to keep it adding to the business rule.

Ask your Query : Click here

Hope it helps!

Business Rules without any condition –Dynamics CRM 2013

I wonder if anybody ever tried this before. Often we need to trigger a business rule on form irrespective of the form values, something which always needs to be done. In CRM 2013, one of my colleagues pointed out to me that there is no actual need of putting any If condition. So I tried it with account name field, showing error message at all times on Account name field in Account entity. First I tried if Business rule will be allowed to be saved and activated. To my surprise, it is allowed in CRM 2013, just have a look below:

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The next thing to check was what is going on in the Account form now. It had the error message as soon as I opened the form, which was permanently there(Look at highlighted rectangle in red):

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So, whenever you want to trigger a business rule without any condition, it is possible to do so.

Ask your Query : Click here

Hope it helps!

{New Feature}Embedding Views in Forms without command and navigation bar (CRM 2013 SP1 and above)

When I was doing a CRM upgrade for one of my earlier projects (CRM 2013 Rollup 1), there was a requirement of showing unrelated records (no relationship entities) on VIEW on a form. We tried lot of approaches and ended up making custom web resources. IN SP1 for 2013, Microsoft product team has added a little wonder as a result of which now it is possible to achieve it (I also need to mention about my bond friend who actually asked for it and I came across this, Thanks bond Friend,anonymity is guaranteed to 007!)

So here is the screen for my form:

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What needs to be done here is below:

Step 1: Make an html web resource, see code below:

<html><head>

<title>Live Feed</title>

<style type=””text/css””>

html, body {

border: none;

margin: 0;

overflow-y: hidden;

overflow-x: hidden;

}

</style>

<meta charset=””utf-8″”>

<meta></head>

<body style=”word-wrap: break-word;”>

//Iframe here

https://servername/main.aspx?etc=2&extraqs=%3fpagemode%3diframe%26sitemappath%3dSFA%257cCustomers%257cnav_conts&pagetype=entitylist&viewid=%7b00000000-0000-0000-00AA-000010001004%7d&viewtype=1039&cmdbar=false&navbar=off

</body></html>

Note: Notice URL of the view here:

“&cmdbar=false&navbar=off” in the end

Reference from MSDN:

navbar

This capability was introduced with the CRM Online Spring ’14 and CRM 2013 Service Pack 1 releases.

Controls whether the navigation bar is displayed and whether application navigation is available

using the areas and subareas defined in the sitemap.

· on
The navigation bar is displayed. This is the default behavior if the navbar parameter is

not used.

· off
The navigation bar is not displayed. People can navigate using other user interface

elements or the back and forward buttons.

· entity
On an entity form, only the navigation options for related entities are available.

After navigating to a related entity, a back button is displayed in the navigation

bar to allow returning to the original record.

cmdbar

This capability was introduced with the CRM Online Spring ’14 and CRM 2013 Service Pack 1

releases.

Controls whether the command bar is displayed.

· true
The command bar is displayed. This is the default.

· false
The command bar is hidden.

Step 2: Add this web resource to your form and you are done!

Ask your Query : Click here

Hope it helps!