Microsoft Dynamics CRM

Colored Grid for Dynamics CRM

A very common scenario is the need to be able to color CRM Grids.

Following add-on serves the purpose extremely well with great configuration and support for coloring either the back color or row color of any CRM gird:

Colored Grid for Dynamics CRM

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Colored Grid for Dynamics CRM Online/On-Premise addresses some of the following pain points for coloring CRM grids. Out of box CRM grids does not have the capability to show an interactive differentiation of records in terms of the key attributes. The add on provides an easy to configure solution that caters to this problem. Key features of this application are:

• Provides colored formatting for any entity and for any view. It also provides the capability of selecting the option set attribute on which basis the user wants to do the formatting.
• User can also choose whether to highlight the text color or the background color.
• Multiple configurations of colored formatting can be done. Like any other CRM entity they can be easily copied to another CRM instance using out of box import and export.
• Provides visual indicator to CRM users for relevant rows.

Add-on Link:Click here

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Text color option:

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Hope it helps and Happy CRMing!

ABOUT THE AUTHOR:

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Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

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Microsoft Dynamics CRM

{Code Tip} Accessing fields in CRM header and footer using JavaScript

Many a times there is need to access CRM fields in javascript which are present in either header or the footer. Here are snippets to access fields for enable/disable, get/set and control visibility which exist in either header or footer of a CRM form.

Header Field Scripts:

//Set Enabled to True:

Xrm.Page.getControl(‘header_ fieldname’).setDisabled(false);

//Set Enabled to False:

Xrm.Page.getControl(‘header_ fieldname’).setDisabled(true);

//Set Visibility to False:

Xrm.Page.getControl(‘header_ fieldname’).setVisible(false);

//Set Visibility to True:

Xrm.Page.getControl(‘header _ fieldname’).setVisible(true);

//Get Attribute Value in Footer:

Xrm.Page.getControl(‘header _ fieldname’).getAttribute().getValue();

//Set Attribute Value in Footer:

Xrm.Page.getControl(‘header _fieldname’).getAttribute().setValue(VALUE);

Footer Field Scripts:

//Set Visibility to False:

Xrm.Page.getControl(‘footer_ fieldname’).setVisible(false);

//Set Visibility to True:

Xrm.Page.getControl(‘footer_ fieldname’).setVisible(true);

//Get Attribute Value in Footer:

Xrm.Page.getControl(‘footer_ fieldname’).getAttribute().getValue();

//Set Attribute Value in Footer:

Xrm.Page.getControl(‘footer_fieldname’).getAttribute().setValue(VALUE);

Hope it helps and Happy CRMing!


Check this out
About the Author:

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Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

Microsoft Dynamics CRM

{Error resolution} Create Incident Error: The specified contact doesn’t belong to the contact that was specified in the customer field in Dynamics CRM 2015 and up

Error Description: in CRM 2015/2016 User can select contact and account on the Business process flow which are unrelated. When user hit save, reports an error “Invalid Contact – the specified contact doesn’t belong to the account selected as the customer Specific a contact that belongs to the selected account and then try again.”

In the scenario below, I have tried to Add contact “Allan Saddler” in the test CRM Data to A. Datum and I am presented with the error:

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Error resolution:

In this case if the fields are to be filled in using Business process flow area only users need to be trained to only pick contacts which are related to the account.

An alternative solution is to remove Contact selection from Business process flow area and utilize CRM form instead. See in the below screenshot, Contacts are automatically being filtered for different accounts:

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Changing the Account causes the filters to be applied again:

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Hope it helps and Happy CRMing!


Check this out

About the Author:

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Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en