Tag: CRM

Field Level Security in CRM 2015


Now supported for System (OOB) Attributes.

Contact’s “Job Title” attribute in CRM 2011


Contact’s “Job Title” attribute in CRM 2015

Can be enabled for email data type attribute

In CRM 2011

In CRM 2015

 

Address field are also supported.

https://www.youtube.com/watch?v=Czc9sKvWd9k

Custom Position Hierarchy in CRM 2015


To achieve the same security model that was implemented using Manager Hierarchy earlier

(https://nishantrana.me/2014/10/04/hierarchical-security-modelling-manager-hierarchy-in-crm-2015/)

in Custom Position Hierarchy we need to follow these steps.

To create Custom Position Hierarchy

  • Open Settings à Security à Hierarchy Security
  • Select Custom Position Hierarchy à Configure (Set Hierarchy Depth as 2)

  • Create a new position record “position 1” and add a user to it “Ceo”

  • Similarly create Position 2 and Position 3 record add “Manager A” and “First Name”

The Hierarchy à

Record created by user at position 3 is read only for the CEO user at Position 1 and editable for Manager User in Position 2 as we have set the depth as 2.

Business Rules in CRM 2015


Supports Else, Else If Condition

businessrule

Server side support

Set the scope to Entity.


Supports Default Values

In CRM 2013


In CRM 2015


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)

ProcessClientReference

 

 

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

  • The same restriction of having only 5 entities applies to CRM 2015 also.


  • The entity relationships supported are of type 1: n only and it is optional.
  • Each process can have maximum 30 stages.
  • And each stage can have maximum 30 steps.
  • There can only be one active process at a time.
  • No closed entity loop, the entity used earlier can be referenced again.