Nishant Rana

Search in CRM 2015

Global Search Box

Available in the Tool Bar.

Multiple Entity Search

It is based on Quick Find.
Shows first three fields in the Quick Find View in the result. Can be filtered using the “filter with” drop down box.

Clicking on the search result opens the respective record.
Clicking on + opens Quick Create form for that entity.

Enabling an entity for Search

Go to Administration à System Settings

Supports max 10 entities at a time.

Business Rules in CRM 2015

Supports Else, Else If Condition

Server side support

Set the scope to Entity.

Supports Default Values

In CRM 2013

In CRM 2015

New addOnStageSelected and addOnStageChange method for process in CRM 2015.

Using addOnStageSelected and addOnStageChange method of Xrm.Page.data.process we can add function to trigger when a Stage in selected in the form or when the stage changes.

Clicking on a different stage

Clicking on a Next Stage

We can also use movePrevious() and moveNext() to move within the Process.

Business Process Flow Client Side Script Reference in CRM 2015

Sharing a mind map for quick and easy reference of new methods added for Business Process Flow in CRM 2015

(click for full screen)

http://goo.gl/ukjhkn

Hide and Collapse/Expand Process using JavaScript in CRM 2015

Expand/Collapse Process

Xrm.Page.ui.process.setDisplayState(“collapsed”); // “expanded”

Hide Process from form

Xrm.Page.ui.process.setVisible(false);

My Notes on Business Process Flow in CRM 2015

In CRM 2013 we were restricted to only those Entities that were 1: n related.
In CRM 2015 we can select any entity on which Business Process Flow is enabled.
Here test is an entity which has business process flow enabled, however it is not related to Contact record i.e. our primary entity