87 Tuesday, December 27, 2016 |
Suresh Maurya
Dynamics CRM Consultant at IBM

Form events in MS CRM?

  • OnLoad Event
    • The OnLoad event occurs after the form has loaded.
    • It cannot prevent the window from loading.
    • Use the OnLoad event to apply logic about how the form should be displayed, to set properties on fields, and interact with other page elements.
  • OnSave Event
    • The OnSave event occurs when:
    • The user clicks the Auto save button button in the lower right corner of the form, even when there is no changed data to be saved.
    • Code executes the Xrm.Page.data.entity.save method, even when there is no changed data to be saved.
    • The user navigates away from the form and there is unsaved data in the form.
    • With auto-save is enabled, 30 seconds after data has changed and there is unsaved data in the form.
    • Code executes the Xrm.Page.data.save method and there is unsaved data in the form.
    • Code executes the Xrm.Page.data.refresh method passing a true value as the first parameter and there is unsaved data in the form.
  • Field OnChange Event
    • The OnChange event occurs when:
    • The data in a form field has changed and focus is lost.
    • Radio buttons or check boxes clicked.
    • Calling Xrm.Page.data.entity attribute.fireOnChange method.
    • The OnChange event does not occur if the field is changed programmatically using the setValue method. If you want call attribute.fireOnChange method.
  • Tab TabStateChange Event
    • The TabStateChange event occurs when the DisplayState of the tab changes due to user interaction or when the setDisplayState method is applied in code.
    • Use this event when you wish to change the src property of an IFRAME within the tab.
    • If you set the IFrame src property in the OnLoad event for an IFRAME within a collapsed tab, the value will be overwritten when the tab is expanded.
  • IFRAME OnReadyStateComplete Event
    • The OnReadyStateComplete event indicates that the content of the IFRAME has loaded and can be accessed in code.
    • Use this event when referencing IFRAME controls within your scripts.
  • Lookup Control PreSearch Event
    • The lookup control has a PreSearch event that occurs just before the control launches a dialog to search for records.
    • There is no UI to set event handlers for this event.
    • You must use the addPreSearch and removePreSearch methods on the lookup control to add or remove event handlers for this event.
  • OnProcessStatusChange Event
    • This event occurs when the status of a process instance changes.
    • Use the Xrm.Page.data.process.addOnProcessStatusChange method to add event handlers for this event
    • and the Xrm.Page.data.process.removeOnProcessStatusChange method to remove them.
  • OnStageChange Event
    • This event occurs when the user clicks the Next Stage or Move to previous stage buttons in the user interface
    • or when a developer uses the Xrm.Page.data.process.moveNext or Xrm.Page.data.process.movePrevious methods.
    • You can’t cancel the stage change using code in a handler for this event.
  • OnStageSelected Event
    • This event occurs when a stage of a business process flow control is selected.
    • You can’t cancel the stage selection using code in a handler for this event.
  • Knowledge Base Search Control Events
    • The knowledge base search control can only be added to forms for organizations that has the knowledge management feature enabled. This control has two events (OnResultOpened and OnSelection) that developers can programmatically assign event handlers to.
  • Subgrid OnLoad event
    • Subgrids load asynchronously from the form so you can’t reliably get access to the data in the subgrid in the form OnLoad event. But you can set an event handler for the OnLoad event of the subgrid.
    • This event will occur each time the data in the grid is refreshed, this includes when users sort the columns of the grid.
  • Editable Grid Events
    • OnRecordSelect
      • The OnRecordSelect event occurs when a single row (record) is selected in the editable grid. This event won't occur if a user selects different cells in the same row, or selects multiple rows.
    • OnChange
      The OnChange event occurs when a value is changed in a cell in the editable grid and the cell loses focus. This event can also occur when an attribute value is updated using the setValue method.
    • OnSave
      • The OnSave event occurs before sending the updated information to the server, and when any of the following occurs:
        There is a change in the record selection.
        The user explicitly triggers a save operation using the editable grid’s save button.
        The user applies a sort, filter, group, pagination, or navigation operation from the editable grid while there are pending changes.

Microsoft CRM 2011 -- Creating Charts

Dynamics CRM 2011: Sales Force Automation

Microsoft Dynamics CRM Online & Kinect Natural User Interaction Demo

With the exciting advances Microsoft is making in technology lately, it was only a matter of time before these technologies honed in on Microsoft Dynamics CRM. The wait is over - this video demonstrates how Microsoft Dynamics CRM Online can be used with the Kinect or Hololens.

Microsoft Dynamics CRM Developers help guide

mydynamicsmscrm.wordpress.com

Personalizing Microsoft Dynamics CRM 2011

How to personalize the user experience, either for an individual or more generally for roles, so that they have easy access to information most relevant to them.

Competitors : Create a Competitor

To create a Competitor record, follow these steps:

  • On the Navigation Bar, click Sales and click Competitors.
  • In the Command Bar, click New.
  • In the General section of the form, enter the following information as appropriate and observe any noted restrictions or requirements as needed:
    • Name: 
    • Website
    • Currency 
    • Ticker Symbol
    • Reported Revenue

Web Services in Microsoft Dynamics CRM

Microsoft Dynamics CRM provides web services that you can use to access data and metadata from your Microsoft Dynamics CRM instance.

Web services available in Microsoft Dynamics CRM are as following:

Usage of the web services in Microsoft Dynamics CRM include:

  • Performing CRUD operations against CRM data
  • Mobile application development
  • Portal development for non-crm users
  • Data Migration
  • Integration between Dynamics CRM and other applications like ERP
  • Custom user interface development for Dynamics CRM

SLA Enhancements in Microsoft Dynamics CRM 2015

CRM for Outlook Configuration in Microsoft Dynamics CRM 2015

What are the types of ribbons?

  1. Application ribbon:
    1. The applicationRibbon.xml file contains the definition of the core application ribbons.
  2. Entity ribbon.
    1. The entity grid ribbon is a collection of tabs that have an Id attribute value beginning with Mscrm.HomepageGrid.<entity logical name>.
  3. SubGrid Ribbons
    1. When a list of records for a different entity is displayed within a sub grid on the form of another entity or in a chart, the ribbon will change when the user places the cursor in the grid. A contextual group with the label List Tools is displayed. The single tab included in that contextual group will have the plural display name of the entity.
    2. The entity sub grid ribbon is a contextual group with a collection of tabs that have an Id attribute value beginning with Mscrm.SubGrid.<entity logical name>. For example, the tab with the text "Accounts" on account entity sub grid is Mscrm.SubGrid.account.MainTab.
  4. Form Ribbons
    1. Each entity form can have a specific ribbon definition. In the exported customizations.xml file, you must add your modified <RibbonDiffXml> (FormXml) to this location://ImportExportXml/Entities/Entity/FormXml/forms/systemform/form/RibbonDiffXml.
  5. Other Ribbons
    1. Several other special purpose ribbon tabs and a contextual group are defined byMicrosoft Dynamics CRM. Each tab is associated with a specific <TabDisplayRule> (RibbonDiffXml) that controls when they will display. The following table lists these tabs.

      Tab

      Root Id

      Description

      Web Resource Edit page tab.

      Mscrm.WebResourceEditTab

      Displays when editing Web resources within a solution.

      Form Editor tab

      Mscrm.FormEditorTab

      Provides Save, Edit, Select, and View groups of actions for entity forms.

      Form Editor Insert tab

      Mscrm.FormEditorInsertTab

      Provides buttons to insert Sections, Tabs, and Controls in entity forms.

      Dashboard Homepage tab

      Mscrm.DashboardTab

      Displays in the Workplace area.

      Visualization Tools Contextual Group

      Mscrm.VisualizationTools

      Displays when the New Chart button is clicked on the Charts tab displayed in the entity grid ribbon.

      AptbookTab Homepage tab

      Mscrm.AptbookTab

      Displays when viewing the Service Calendar in the Service area.

      Advanced Find tab

      Mscrm.AdvancedFind

      Displays in the Advanced Find window.

      Dashboard Editor tab

      Mscrm.DashboardEditorTab

      Displays when editing a dashboard.

      Documents tab

      Mscrm.DocumentsTab

      Displays if SharePoint integration has been enabled for the organization.

      Chart Editor tab

      Mscrm.VisualizationDesignerTab

      Displays when editing a chart from the solutions window.

      Search Tools Contextual Group

      Mscrm.ArticleSearch

      Displays when viewing the KBarticle entity.