Form Notification in CRM 2013 using Javascript OR How to Display Form Level Notifications in CRM 2013 using Javascript

For Field Level Notifications, please refer the below post.

http://crmorion.blogspot.com/2013/10/field-level-notification-in-crm-2013.html

Form Notification is an interesting feature in CRM 2013.

Syntax:

Xrm.Page.ui.setFormNotification(message, level, uniqueId);

message- string

uniqueId- string

level - string, possible values are given below.

Following are the 3 possible form notifications ( Called Levels )

 ( CRM 2013 SDK )

• ERROR : Notification will use the system error icon.
  
• WARNING : Notification will use the system warning icon.
  
• INFO : Notification will use the system info icon.

Lets try to understand this with a sample scenario. And later you could make changes as per your scenario.

Scenario: We have Credit limit and Annual revenue fields on the Account form. If the user enters a credit limit value greater than annual income and try to save the form, we need to notify the user with a message that the credit limit shouldn't cross the Annual revenue value. 

Here is the js code to display a 'Warning' notification.

function onSaveSetCreditLimitFormNotification()

{

var annualRevenue=Xrm.Page.getAttribute("revenue").getValue();

var creditLimit= Xrm.Page.getAttribute("creditlimit").getValue();

if(creditLimit > annualRevenue)

{

Xrm.Page.ui.setFormNotification("Sorry, Credit Limit should be less than the Annual Income","WARNING","CreditlimitMessage");

}

else

{

Xrm.Page.ui.clearFormNotification("CreditlimitMessage");

}

}

In this case, we would call the function on the Onsave event of the form ( Account )

We need to include this code in a Webresource file and make the function call as shown below.

Save the form and  Publish it.The next step is to test the results.

So we got the warning notification as shown. And notification gets cleared for the right value.

Similarly we could have info notification

Xrm.Page.ui.setFormNotification("Sorry, Credit Limit should be less than the Annual Income","INFO","CreditlimitMessage");

For which we gets the below info notifcation.

Error notification is also possible as show below.

Xrm.Page.ui.setFormNotification("Sorry, Credit Limit should be less than the Annual Income","ERROR","CreditlimitMessage");

Ribbon Editor for CRM 2013 OR Ribbon Customization in CRM 2013 using tool

As you all know, Ribbon customization has got a great significance in CRM 2013 as well.

I would like to recommend the following Ribbon Customization tool. Please note that I haven't tried all scenarios but got good outcomes for the customization that I tried with this tool.

It provides a good overview of the Ribbon structure in CRM 2013. In my opinion its a nice tool.

The installation and short demo could be found in the below link. Also you could find the Ribbon Workbench download links.

Ribbon workbench by Scott Durow -- "http://www.develop1.net/public/page/Ribbon-Workbench-for-Dynamics-CRM-2011.aspx"

( Ref: http://www.develop1.net/public/page/Ribbon-Workbench-for-Dynamics-CRM-2011.aspx)

CRM 2013 - Supported Browsers and Mobile Devices

CRM 2013 - Supported Browsers and Mobile Devices

( Ref :  Implementation guide from http://msdn.microsoft.com/en-us/dynamics/crm/dn451296 )

"Users can access the Microsoft Dynamics CRM web application on the most recent versions of the following browsers:

·      Internet Explorer on Windows

·      Firefox on Windows

·      Safari on Mac OS X

·      Chrome on Windows or Google Nexus 10

For a mobile device, such as an iPad or smartphone, the following apps are available:

·      Microsoft Dynamics CRM for iPad

·      Microsoft Dynamics CRM for Windows 8"

What's new in CRM 2013 OR New Features in CRM 2013

Here is a list of some of the cool features in CRM 2013.

Quick View Forms in CRM 2013 --http://crmorion.blogspot.com/2013/10/quick-view-forms-in-crm-2013-or-how-to.html

Quick Create Forms in CRM 2013-- http://crmorion.blogspot.com/2013/10/quick-create-forms-in-crm-2013-or-how.html

Business Rules in CRM 2013 --http://crmorion.blogspot.com/2013/10/business-rules-in-crm-2013-or-how-to.html

Business Process Flows in CRM 2013 -- http://crmorion.blogspot.com/2013/10/process-guidance-in-crm-2013-or.html

Entity Images in CRM 2013 --http://crmorion.blogspot.com/2013/10/entity-image-in-crm-2013-or-image.html

Autosave feature in CRM 2013--http://crmorion.blogspot.com/2013/10/autosave-feature-in-crm-2013-or-how-to.html

Phone Numbe format in CRM 2013-- http://crmorion.blogspot.com/2013/10/phone-number-format-in-crm-2013-or-how.html

Lync Calls in CRM 2013 OR Click to Call feature in CRM 2013-- http://crmorion.blogspot.com/2013/10/lync-calls-from-crm-2013-or-how-to-make.html

Skype Calls in CRM 2013 OR Click to call feature in CRM 2013-- http://crmorion.blogspot.com/2013/10/skype-calls-from-crm-2013-or-how-to.html

Field Level Notification in CRM 2013 -- http://crmorion.blogspot.com/2013/10/field-level-notification-in-crm-2013.html

How to get the Current User Id in CRM 2013 using javascript

Here is the javascript code snippet to retrieve the current user id in CRM 2013.

var userId = Xrm.Page.context.getUserId();




(Ref : CRM 2013 SDK )

How to get the Id of the Current Record in CRM 2013 using javascript

With reference to CRM 2013 SDK, here is the code snippet to retrieve the id of the current record in CRM 2013 using javascript.

var recordId = Xrm.Page.data.entity.getId();