Tag: Microsoft Dynamics CRM

New version of Chrome doesn’t showModalDialog method.

As an alternate we can use Xrm.Internal.openDialog method

• And in the HTML Web Resource page

We need to refer ClientGlobalContext.js.aspx

To return value to the parent window and close the current window

Helpful links

https://debajitcrm.wordpress.com/2014/04/29/exploring-the-xrm-internal-namespace-in-crm-2013/

https://dynamicsofdynamicscrm.wordpress.com/2014/04/28/call-crm-2013-modal-window-for-webresources/

https://mscrmmindfire.wordpress.com/2014/04/23/open-dialog-box-like-crm-2013/

MOST IMP – It is unsupported

Hope it helps!!

Hi,

Recently we added Social Pane to one of our custom entity form in CRM 2013. It was only showing Notes and Activities tab. Posts tab was missing.

To get the Posts tab we need to activate Post for that custom entity, which can be done through Post Configurations page.

However the Post Configuration area was missing in our CRM’s site map navigation.

To add it back, we need to follow the steps mentioned this post

http://www.crmcodex.com/2013/11/mscrm-2013-missing-posts-tab-on-the-new-activity-feeds/

i.e. to add the following SubArea

<SubArea Id=”nav_administration” ResourceId=”Homepage_Administration” DescriptionResourceId=”Administration_SubArea_Description” Icon=”/_imgs/ico_18_administration.gif” Url=”/tools/Admin/admin.aspx” AvailableOffline=”false” />

<SubArea Id=”nav_social” ResourceId=”Social_SubArea_Title” DescriptionResourceId=”Social_SubArea_Description” Icon=”/_imgs/area/16_social.png” Url=”/tools/social/social_area.aspx” AvailableOffline=”false” />

<SubArea Id=”msdyn_postconfig” ResourceId=”Activity_Feed_Configuration” Entity=”msdyn_postconfig” />

Add Email and Post Configuration to SiteMap

https://technet.microsoft.com/en-us/library/dn486920%28v=crm.6%29.aspx

Hope it helps..

Nested Quick Create form in CRM 2015

In CRM 2013,

If we click on Create button for Quick Create a record

Say for e.g. Contact record

And want to create a new Account record to be associated to it

We need to click on “Look Up More Records” and then “New”

This opens up the default Contact form

However in CRM 2015,

We have a New Button

It will open the Quick Create Form for the account record instead of the default form as in the case of CRM 2013.

On creating and saving the account record, it will close the Account record and populate the lookup in Contact record

Navigation Tour dialog box opens up when user sign in to CRM.

If we want to disable this,

Go to Administration à System Setting à General Tab

Multi Entity Search

CRM 2015 have added option for multi entity

With Maximum 10 entities at a time (can also be used for filtering the result)

Clicking on “+” in the result opens the quick create form for that record

To set up Quick Find search, Go to à Adminsitration à System Settings

Click on Select to select the entity and specify the order for them.

Maximum of 10 entities can be added for search. (Supports custom entities)

The Search is based on Quick Find View of the respective entity. i.e. based on Find Columns defined in it.

The result displays first 4 column of the Quick Find View.