Category: CRM 2011

Often we have requirement to read option set Text/Value quickly, I wrote a script to quickly read all option sets on a form

Go to Google chrome console(Press F12 in Chrome), select the option Console as per screen, Note that contentIframe0 is selected :

and run following script on your form :

var attributes = Xrm.Page.data.entity.attributes.get();

var optionSetAttributes = ”;
var optionSetValues = ”;
Xrm.Page.ui.controls.forEach(function (control, index) {
if (control.getControlType() == ‘optionset’) {
optionSetValues = ”;
var controlName = “#” + control.getName() + “_i”;
optionSetValues += control.getName() + ” option set values below: nn”;
$(controlName).find(‘option’).first().nextAll().each
(function () {
optionSetValues += ‘<div>’ + ‘Value: ‘ + $(this).attr(‘value’) + ‘,Title: ‘ + $(this).attr(‘title’) + ‘</div>’;
}
);
}
optionSetAttributes += ‘<div>’ + optionSetValues + ‘</div>’;
});

var htmlString = ‘<div style= “overflow:always”>’ + optionSetAttributes + ‘</div>’;
$(“#processControlCollapsibleArea”).after(htmlString);

var w = window.open(“Surprise”, “#”);
var d = w.document.open();
d.write(htmlString);
d.close();

You will get following…

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…

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…