CRM 2013 – Understanding Business Rules

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Originally posted on Hosk's Dynamic CRM Blog:

What are business rules

Business rules were added to CRM 2013 and a way to provide client side scripting/validating/field or section hiding without having to write any JavaScript.  For context server side customization’s are plugins/workflows (e.g. code written in C# is executed on the server)

Business rules are also known as portable business logic (although I don’t know anyone who calls them that) because they also work on the mobile app.

What can business rules do

  • Set field values
  • Show/hide fields – Visibility
  • Enable/disable fields
  • change the requirement levels on fields (e.g. business required, recommend)
  • Show error messages

All the features above were usually done using Javascript in CRM 2011.

I have written a quick guide to business rules here

Why are business rules useful

Business rules are useful because they allow non developers to provide the functionality mentioned above on forms.  Business rules can be used on Main and…

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Types of fields in Dynamics CRM 2013

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Originally posted on Microsoft Dynamics CRM Blog:

As you use fields in your customizations the first thing you need to understand are the types of fields you can create and edit and some of the system fields an entity may have. The following table summarizes field types available in Dynamics CRM 2013.

Field data type Description
Single Line of Text Up to 4000 characters of text can be in this field. You can set a maximum length to less than this. This field has several format options that will change the presentation of the text. These options are Email, Text, Text Area, URL and Ticker Symbol and Phone.
For more information check Single line of text format options below.
Multiple Lines of Text Up to 1,048,576 characters of text can be in this field. You can set a maximum length to less than this. When you add this field to the form you can specify the…

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Sample code: Using jqGrid in ASP.NET page to show CRM data

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Sample code: Using jqGrid in ASP.NET page to show CRM data

Just sharing a simple ASP.NET page that uses jqGrid to show contact records in CRM and allows user to search.

Here is the code SampleJQGrid.zip (remove .doc)

Hope it helps ..

Hide “Page-“ from title of SharePoint Page

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To hide the “Page -“text from the page title

Open the BlankWebPartPage.aspx in the page designer and remove the tag highlighted in green.

http://stackoverflow.com/questions/13303764/page-layouts-not-available-in-sharepoint-designer

However, sometimes the Page Layouts link is missing. This is a common scenario:

•you have a subsite in a site collection

•the publishing feature is activated in the subsite, but not in the site collection

•you want to edit/add page layouts on the site collection level, to be used within your subsite

•when you open the site collection in SharePoint Designer, you can’t see Page Layouts in the Site Objects panel You now have 2 options: you can either activate the publishing feature in the site collection (and the Page Layouts link comes back), or you can use the All Files link and browse to the master pages and page layouts library (_catalogs > masterpage.) Either option will do, unless you really don’t want the publishing feature in the site collection