Tag: CRM

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.

 

Business Hours in Service Level Agreements (SLA) in CRM 2013


Hi,

Was looking into how the business hours works in SLA.

For this we a created new SLA record on CreatedOn field and which will update one of the fields on warning after one minute and some other field on failure after waiting for 5 minute.

And Applicable When -> when the Title field of Case contains “mm” text in it.

 


Following was the schedule

We created case record that satisfies the above condition at 3:28 P.M.

It updated one field on warning after one minute and then on 3:30 it went into wait condition and then resumed at 3:40 and showed failure at 3:43 as expected (i.e. total 5 minutes).

So it did consider the Break specified and on resuming ran for the remaining 3 minutes.

Hope it helps..

 

 

 

 

 

 


Fixed – Unhandled Exception: Microsoft.Crm.CrmException: Cannot create a lookup without the required parameters in CRM 2013


Hi,

Got this error in one of the steps in the Action. It was updating one of the lookup field using Update step.

The issue was that the lookup field was not in the form. Adding that particular field in the form back resolved the issue.

Hope this helps..