Category: CRM

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…

ERD Generator for Dynamics CRM 2011/2013 is a Windows Form application that is can be used for Dynamics CRM 2011 or Dynamics CRM 2013.

URL:

This tool allows you to build ERD (Entity relationship diagrams) that are dynamically updated based on the published CRM entities and Fields. You can pick a source entity and build ERD around it. It generate a VISIO output but also lets you pick CSV to document Entity relationships.

It generates a CSV having details like:

It generates ERD in VISIO:

Hope it helps!

Hi Guys,

I recently experienced the migration from SharePoint 2010 to 2013. I was earlier hiding Ribbon using the SPSecurityTrimmedControl and CSS. But in SP 2013 MS has divided whole ribbon in two section: s4-ribbonrow and suiteBar

Hiding the ribbon is as much as easier as it was in 2010 version. But here we just need to take care of above two mentioned sections. I have gone thorough some of the blogs where people are saying that we have change the html file(Seattle.html or oslo.html) and design manger will take care of creating master page for you (ref: Hide Ribbon).

But there is another traditional way of doing same, follow the given steps:

1) Open the master page file in the SharePoint designer.

2) Add the style tag to hide the ribbon for all the user:

#s4-ribbonrow, #suiteBar { display : none; }

3) Now we have to do…