Dynamic Form Navigation

We can create multiple forms for an entity and assign form to users based on their role. By default it opens the form which was used last time by the logged in user. Following is the code to dynamically load a particular form: 1. First get the form Id from Form name     2.  Navigate…

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Case Stage Specific SLA in CRM 2015

This blog assumes that you have basic knowledge of SLA and BPF(Business Process Flow) and have worked on it before. In our project we created “Case Stage Specific SLA”.  By this I mean that we created a Business Process Flow having 5 stages – Registration, Inspection, Work Order, Complain Resolution and Customer Survey. We wanted one SLA to…

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Send Mail To Team using Custom Workflow Activities in CRM 2013/2015

If the users like to send mail to all the team members when a case is assigned to a team. This cannot be done OOB so to achieve this we can write a custom workflow activity and use it in a workflow to send mail to all the members of the team. 1. Create a custom workflow activity from…

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Set Business Process Flow Stage using Custom Workflow Activities in CRM 2013/2015

Business Process Flow ensures that every time the user works with a customer they follow the same steps and enter data consistently. To move from one stage to another, user has to enter the information/fields required per stage and then click on “Next Stage”. If the users like to change the Business Process Flow stage…

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Task not getting created in SLA in CRM 2015

We had created a new enhanced SLA which had an SLA item having an email in Success Actions and a task in Failure Actions.      SLA Item:   Neither the email was sent nor the task was getting created. Solution: Select Resolve By KPI in SLA KPI Default value selected in SLA KPI is First…

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Tasks 365 SharePoint 2013 Hosted App – Integrating CRM 2013 and SharePoint 2013 online.

Tasks 365 is a SharePoint Hosted App that let the users manages all their active tasks both in SharePoint Portal and CRM 2013 online at a single place through Calendar Interface.   It demonstrates one possible way we can integrate CRM and SharePoint. More Details on the feature http://download-codeplex.sec.s-msft.com/Download?ProjectName=tasks365app&DownloadId=770652 Earlier it was created as an…

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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 feature that we have in CRM 2013 is the Execute…

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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.zip Open the configuration page of the managed solution Click on Open the Form Query String Parameter Tool Select…

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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 –> System…

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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) Xrm.Utility.confirmDialog(message,yesCloseCallback,noCloseCallback)   Usage:-   Xrm.Utility.alertDialog(“Message on alert dialog”, function () { // Change…

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