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  • Blog Post: Workflows in CRM 2013

    In CRM 2013 we can create synchronous (real time) workflow. Go to Processes à New Processs à Select Category as Worfklow Make sure that the "Run this workflow in the background (recommended) checkbox is unchecked else it would create an asynchronous workflow. Another new...
  • Blog Post: Setting Default values for New Record Form using Form Query String Parameter Tool in CRM 2013

    The Form Query String Parameter Tool in CRM 2013 (CRM 2011) can be used for quickly creating the URL that can be used to set default values for the New Record Form Download the managed solution http://download.microsoft.com/download/7/0/F/70F64BCE-35BC-43EB-8F64-68BD10512F73/FormQueryStringParameterTool_1_0_0_0_managed...
  • Blog Post: Auto Save in CRM 2013

    Auto Save is a new feature in CRM 2013 forms. After the record is created and the record is edited first time, the auto save occurs every 30 seconds. Auto Save feature is not configurable i.e. its duration cannot be set. It can be disabled at organization level for all the forms. Settings –>...
  • Blog Post: alertDialog and confirmDialog in CRM 2013

    CRM 2013 have added 2 new methods alertDialog and confirmDialog. These new methods have been added by keeping Tablets in mind. Instead of using window.alert and window.confirm we need to use these two new methods to display message to the user. Xrm.Utility.alertDialog( message , onCloseCallback...
  • Blog Post: Executing request messages in background (asynchronously) using ExecuteAsyncRequest in CRM 2013

    CRM 2013 has introduced new request ExecuteAsyncRequest to execute the Request messages in async. This message can be used for resource intensive or long running requests in background. However right now only the ImportSolutionRequest message is the only message that is supported with the ExecuteAsync...
  • Blog Post: Setting and retrieving Date Encryption key programmatically in CRM 2013

    System admin can manage Data Encryption through Settings à Data Management à Data Encyrption area. To programmatically retrieve and update the Encryption key we can use the RetrieveDataEncryptionKeyRequest and SetDataEncryptionKeyRequest RetrieveDataEncryptionKeyRequest retrieveDataEncryptionKeyRequest...
  • Blog Post: setShowTime in CRM 2013 to show Time for DateTime Control

    setShowTime method can be used to show time along with date for the DateTime control. Xrm.Page.getControl( arg ).setShowTime( bool ) Xrm.Page.getControl('createdon').setShowTime(true); Cheers, Shraddha Dhingra
  • Blog Post: addPreSearch and addCustomFilter in CRM 2013

    Using these new methods we can now easily filter the lookup in CRM 2013. Using addPreSearch we can specify a handler to PreSearch Event. Inside the handler we can specify our fetch xml query that can be used for filtering. The filter applied in the fetch xml will be combined with the any previously...
  • Blog Post: Notifications in CRM 2013

    Notifications is one of the features that is available now in CRM 2013. We used to implement it in an unsupported manner in CRM 2011. This is how we can set the notification using the setFormNotification method Xrm.Page.ui.setFormNotification( message , level , uniqueId ); Message –...
  • Blog Post: Custom tooltips in CRM 2013

    In CRM 2013, we now have OOB way to specify custom tool tips for the fields using the description text. The description appearing as Tool Tip To achieve the same in CRM 2011 we had to go the unsupported way. Check this post. http://crmxpg.nl/wp/2010/10/14/display-tooltips-for-fields...
  • Blog Post: getUserName new method in CRM 2013 to get the current logged in user’s name.

    A new method getUserName method has been added in CRM 2013 form programming model. This method returns the name of the current user. Calling the above function in on load of the form This method is only available in the Updated Entities i.e. Cheers, Shraddha Dhingra
  • Blog Post: Connecting to CRM 2013 Online SOAP and OData endpoint through Windows 8 App.

    In this post we will see how to connect to CRM 2013 Online through a Windows 8 App. Steps: Create a new windows store project in Visual Studio. We need Windows Azure Authentication Library for Windows Store Beta for our app. To install it, run the following command int Package Manager...
  • Blog Post: Connecting to CRM 2013 Online SOAP and OData endpoint through External Client Application (Windows Forms Application)

    With CRM 2013, external client application can now authenticate with the Microsoft Dynamics CRM OData and SOAP web service end points. Steps: Create a new windows application project in Visual Studio. Right click the project in solution explorer and select Manage NuGet Packages. Search...
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