Blog Archives

What is ‘Ticker Symbol’ field format in Microsoft CRM?

Ticker Symbol is a one of the formats of field type ‘Single Line of Text’ in Microsoft CRM.

 

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This is a kind of text field which stores the value as string but clicking on this field value would open the ‘MSN money page’ [Stock Market details] for the text in the field value. Read the rest of this entry

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MB2-700 Dynamics CRM 2013 Applications Certification Helper – Question#1

Which two record types require a reference to the subject tree? Each answer presents part of the solution. (Choose TWO)

A. Sales Attachments

B. Case Resolution Activity

C. Cases

D. Sales Literature

E. Knowledge Base articles

Read the rest of this entry

How to setup Routing Rule in CRM 2016/2015/2013 Update

In versions prior to CRM 2013, an entity could only be routed to default queue of the owner of the record when record is created or assigned. For any other conditional routing, custom development was the way to go.

Now with CRM 2013 update and above versions, we can configure rules to automate routing of Cases. At the moment this feature is only available for Case Entity.

 

Create Routing Rule Set:

  1. Go to Settings->Service Management->Routing Rule Sets

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2. Create a new Routing Rule Set. One Routing Rule Set can have multiple rule items. Provide the Routing Rule Set Name and save the record to create rule items under this rule set. Read the rest of this entry

How to set and clear field notification in CRM 2013 using JScript – CRM 2013 Feature

There is a new client API  feature introduced in CRM 2013 – Setting Form and Field level notifications through Jscript.

Let’s have a look at how to set notification on a field on Account form.

The requirement is to check and notify if Phone field on the account form is empty.

Sample Code has been added to OnSave() event of Account:


function AlertOnAccountForm() {

    //Set Field Notification
    if (Xrm.Page.data.entity.attributes.get('telephone1').getValue() == null) {
        Xrm.Page.getControl('telephone1').setNotification('Phone Number should not be empty');
    }

}

And the UI will be like this on save of account form:

Field notification

How to set form notification in CRM 2013 using JScript – CRM 2013 Feature

There is a new client API  feature introduced in CRM 2013 – Setting Form and Field level notifications through Jscript.

Let’s have a look at how to set the form notification on the Account form.

We will be using the new Xrm.page.ui.setFormNotitication() method to achieve this.

Xrm.Page.ui.setFormNotification(message, level, uniqueId);

Parameters

message | Type: String. The text of the message.

level | Type: String. The level of the message.

The level defines how the message will be displayed.

  • ERROR : Notification will use the system error icon.
  • WARNING : Notification will use the system warning icon.
  • INFO : Notification will use the system info icon.

uniqueId | Type: String. A unique identifier for the message used with clearFormNotification to remove the notification.

Sample Method which calls this method – registered on the OnSave() event of Account form

function AlertOnAccountForm() {
 Xrm.Page.ui.setFormNotification('Sample Error Notification message for Demo ', 'ERROR', '1');
 Xrm.Page.ui.setFormNotification('Sample information Notification message for Demo ', 'INFORMATION', '2');
 Xrm.Page.ui.setFormNotification('Sample Warning Notification message for Demo ', 'WARNING', '3'); }

And the form UI will be like this:

FormNotofication_screen

Read the rest of this entry

Unable to enable .Net Framework 3.5 in Windows Server R2 Update – CRM 2013 installation blocker

As part of installing CRM 2013 for one of our clients we have faced an issue where we couldn’t enable .Net Framework 3.5 in windows server 2012 R2. Here is why and what did we do to fix it.

possible reasons:

  1. Windows Server R2 Update might have the security update 2966827 or 2966828 already installed in the server and this would block enabling .Net Framework 3.5.
  2. Internet connection in server is not working

In case of reason#1 – you may uninstall security update  2966827 or 2966828 and try to enable .Net 3.5

 

In case of reason#2 – you can select the alternate source path which has the windows server R2 source files to install .Net Framework 3.5

Steps to follow:

Step 1. Select  ‘ Specify alternate source path’ while adding .Net 3.5 feature

Add Roles And Features-Net3_5

Step #2: provide path to the source folder [usually <Image drive>:\Sources\SxS ] and continue with the feature enabling. This should work.

Add Roles And Features-Net3_5_2

 

 

MB2-703 CRM 2013 Customization and Configuration Guide explained – Question#6

Question #6:

 

You are creating a custom entity.

Which three communication and collaboration features can be disabled after they are enabled? Each correct answer presents a complete solution.
A. Sending email

B. Access Teams

C. Document management

D. Mail merge

E. Notes

 

Answer: Once the entity is created and the features are enabled, ‘Sending Email’ feature as well as ‘Notes’ feature cannot be disabled. Features like ‘Access Teams’, ‘Document Management’, ‘Mail Merge’ can be disabled after they are enabled.

crm_customization_image

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Answer to this question would be options B,C & D

MB2-703 CRM 2013 Customization and Configuration Guide explained – Question#5

Question #5:

You are using Microsoft Dynamics CRM Online.
You plan to create an entity named Project. The Project entity will have 15 custom fields.
Which two properties can you change after you create the entity? Each correct answer presents a complete solution.
A. Ownership

B. Number of fields

C. Define as activity entity

D. Display Name

Answer: After creating the entity, additional fields can be added to the entity. Display name of the entity can be changed any time after it is created. Ownership type of the entity and the property to define it as an activity entity cannot be modified once the entity is created. Hence, answer would be options B & D

MB2-703 CRM 2013 Customization and Configuration Guide explained – Question#4

Question #4:

 

What type of relationship exists between the Marketing List entity and the Contact entity?

A. One-to-many (1:N)

B. Many-to-one (N:l)

C. Native many-to-many (N:N)

D. Manual many-to-many (N:N)

 

Answer: There is a Native N:N relationship between Marketing List and Contact. Due to this the intermediate entity that joins Contact with Marketing List entity is not available on the CRM UI. Answer is C.

MB2-703 CRM 2013 Customization and Configuration Guide Explained– Question#3

Question 3: You need to add a new custom entity to a Microsoft Dynamics CRM database. Which three actions can you perform to achieve this goal? Each correct answer presents a complete solution.
 
A. Execute a workflow.

B. Import a Solution.

C. Run a dialog.

D. Create a new entity in the default Solution.

E. Import data.
 
Answer: You cannot create a new entity by executing a workflow. But, you can create a new entity by importing a solution package which contains a new custom entity. Running a dialog will not create a new entity. You can create a new entity while importing a csv file in to CRM system using the data import feature in CRM. Hence the answer should be B, D and E