"тнιѕ вℓσg ¢συℓ∂ ѕανє уσυя мσηєу ιƒ тιмє = мσηєу" - ∂.мαηנαℓу

Sunday, 22 December 2013

New CRM 2013 SDK

New CRM 2013 SDK could be downloaded from the following link

http://www.microsoft.com/en-us/download/details.aspx?id=40321


This download inludes UII as well.

"User Interface Integration (UII) solution framework, which includes a deployment guide, development guide and api reference. UII uses Microsoft Dynamics CRM for the delivery of configuration data for the Integrated Agent Desktop. It includes development and run-time components. Applications built with UII can provide unified access to customer information across different systems and can aggregate different modes of customer interactions or channels." (REF: Microsoft CRM 2013 SDK Download).

Thursday, 14 November 2013

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.


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");




Wednesday, 13 November 2013

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)

Tuesday, 5 November 2013

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"

Saturday, 2 November 2013