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Showing posts from March, 2016

Dynamically Create HTML table in Dashboard in MS CRM 2015/16

<html><head>  <title>Test</title>  <meta><meta><meta><meta><meta><meta><meta></head>  <body style="word-wrap: break-word;">  <script src="ClientGlobalContext.js.aspx" type="text/javascript"></script>  <script src="../WebResources/aac_sdk_jquery_1.9.1.min" type="text/javascript"></script>  <script src="../WebResources/aac_SDK_REST" type="text/javascript"></script>  <script src="../WebResources/aac_JavaScriptRESTDataOperations" type="text/javascript"></script> <script type="text/javascript"> function getphonecall() { var currentUserID = Xrm.Page.context.getUserId(); if(currentUserID != null) { var serverUrl = Xrm.Page.context.getClientUrl(); //alert(serverUrl); var oDataEndpointUrl = serverUrl +"/XrmServices/2011/OrganizationData.svc/&

Adding fields to Quick Global Search Result in MS CRM 2015/16

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With the Release of CRM 2015, one of the most exciting feature is Quick Find Search/Global Search/Universal Search. There are many blogs already existing to explore this functionality. What I am going to tell you today is, how to change what you want to see in the search results? Yes, its true; you can change it as per your requirement. Following is a screenshot wise step by step process to achieve the same: On the top navigation, locate to quick search and type text>>click enter (I am searching an account named ‘Movida’) Currently, what you can see is Account Name, Account No. & Primary Contact If you wish you to change it to Account Name, Account No. & Address 1:City; Go to settings>>Customization Click on customize the system Expand Entity & Go to Account>>View Locate-Quick Find Active Accounts under views Double click on Quick find view to modify it; the first three columns here are the fields which you see in the results of G

Transporting System Settings with Solutions

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When you export a solution you are given the option to include various system settings to be transported with your solution and take effect in the target environment. This post provides some insights into what these system settings are and provides a list of the settings that are transported with the solution. Upon solution export you are presented with the following dialog for exporting organization system settings: However, the list above does not correspond exactly to the tabs of the system settings dialog: So for example, if you want to transport the Date format with your solution, which of the above settings should you include in the solution? Is it even possible to transport all system settings with the solution? The following screenshots of all the system settings specify which system settings are included in which section of the solution export settings, and which ones are not transported at all. Here are the possible settings you can include and I’m using a color code

Workflow Activity Input and Output Parameters and Data Types in MS CRM 2013/15/16

Microsoft Dynamics CRM supports two types of parameters for a workflow activity. Input Parameters Output Parameters Input Parameters The input parameter is annotated with the .NET attribute  "Input" . DefaultAttribute DefaultAttribute class can be used to specify a default value (using  "Default"  attribute) for an input parameter.  Bool [Input("Bool input")] [Output("Bool output")] [Default("True")] public InOutArgument<bool> Bool { get; set; } DateTime [Input("DateTime input")] [Output("DateTime output")] [Default("2013-07-09T02:54:00Z")] public InOutArgument<DateTime> DateTime { get; set; } Decimal [Input("Decimal input")] [Output("Decimal output")] [Default("20.75")] public InOutArgument<decimal> Decimal { get; set; } Double [Input("Double input")] [Output("Double

Hide Posts From Social Pane in CRM 2013/2015/2016

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In CRM 2013/15/16 Microsoft introduced the Social Pane, also known as Record Wall. Recently in our project we had a requirement to disable posts for a particular security role. To do that the first thing we did is to remove the Post Privileges for the security role. Please refer to the screenshot below. As you can see, remove all the privileges for the POST entity from the security role. However after this change is made, when the user logs into the application, this is how it looks to the user. However what we needed to do is to hide the Posts tab altogether for this security role. A little bit of searching and found the below link. This gave us exactly what we needed. https://community.dynamics.com/crm/b/crmsoftwareblog/archive/2013/10/26/hide-post-tab-in-social-pane-microsoft-crm-2013.aspx All you need to do is call the method HidePosts() as mentioned in the link in the onload of the form and check for the currently logged in users security roles. And then hide the