This is another new feature addition in CRM 2013. What are Access Teams? In the previous versions of CRM record could be shared to other users or team to provide them access to the records. While sharing the records you could specify the permissions provided to the shared users to that record. The shortcomings here… Read More: Access Teams in CRM 2013 »
If you have upgraded from CRM 2011 to CRM 2013 you may have noticed that the forms in 2013 has been redesigned with the new look. After upgrading to CRM 2013 from CRM 2011, the Information form or any other classic form for any entity will be taken over to 2013. Moreover, if you have… Read More: Merge forms in CRM 2013 form customizations »
We got the first hint of the much awaited data type Image with the introduction of activity feeds where we were allowed to provide a profile image for a user. Though the Activity Feeds had it, it was still not available for other entities OOB or custom. In CRM 2013, the Dynamics CRM Product team… Read More: Now Store Images in CRM 2013 »
Until CRM 4 there were Workflows that could be used for asynchronous processing of business logic, generally used for setting up automated actions and defining sales process in Dynamics CRM. Since CRM 2011, the workflows became a category under Processes and there was another category Dialogs introduced. Dialogs provided for execution of Dialog scripts to… Read More: Introduction to Actions in CRM 2013 »
The December 2012 Update of Microsoft Dynamic CRM Online introduced Business Process Flow for the OOB Lead, Opportunity and Case entities. With CRM 2013 Microsoft has extended this feature further and allowed creating of business process flows for any entity including custom entities. Enabling Business Process Flow for an entity: The first step to… Read More: Business Process Flow in CRM 2013 »
CRM vNext announced appears to be round the corner. Code-named “Orion” the next release of Dynamics CRM is also the next major version of CRM to be called CRM 2013. Update/Upgrade Options: For the On-Premise Customers it would be an “Upgrade” from CRM 2011 to CRM 2013 similar to CRM 4.0 to CRM 2011. We… Read More: CRM vNext / Orion / CRM 2013/ Fall ’13 Update »
Many a times we come across situations where we accidentally, delete a particular record and wish to recover that record back in CRM. This is possible only if you have “Auditing” enabled for that respective entity. So from the audit history we can re-create deleted records in CRM. Let us take an example, supposing some… Read More: Re-create deleted records using Audit History »
In Dynamics CRM if we want to pass data to a web resource, then we use Xrm.Utility.openWebResourcefunction and pass as second parameter. But in this case we can’t pass Object or Array as parameter. So to solve this problem one can use JSON. Using JSON we can convert Object or Collection of Object (Array) in… Read More: How to pass Object or collection of Objects to a… »
In Dynamics CRM 2011, if we implement JavaScript for particular form we add script web resource in the Form Libraries list under form customization, if there is any related script which need to be referred, then we need to include that script as well in the Form Libraries. As you can see in the below screen,… Read More: How to load a web resource using Java Script »
Now we can check the attribute formats in CRM java script. To do this you just need to use the function “getFormat”. This function returns a string value that represents formatting options for the attribute. You can refer the below code to check the format of different types of attributes. functionGetFormatOfAttributes() { var attributeFormat;… Read More: Check attribute type/formats in CRM 2011 javascript. »