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Archive for January, 2013

CRM 2011 sub grid grey out/freezing issue – workaround

January 30, 2013 Leave a comment

We have a custom entity form having 2 sub grids.

Subgrid

Subgrid

The problem was, when we open the record and click on ‘Save’ ribbon button (I.e., updating record)

  • Sub grids are not getting refreshed
  • Sub grid section is greying out
Subgrid - grey out

Subgrid – greyed out

To fix the sub grid refresh issue, we used below retry logic as workaround

Retry logic

  • On page load, check for the “ready state” of your ‘Sub grid’
  • If sub grid load properly (i.e., readyState == “complete”) no issues
  • Else If readyState != “complete”
    • Wait for 1 second and check for the sub grid state
    • Repeat  it for 5 times (i.e., Wait for 5 seconds)
    • If sub grid not loaded thereafter also, reload the page

Jscript to implement the Retry logic

function refreshGrids() {

    var mySubgrid = document.getElementById(“{Sub grid name}“);

    if (mySubgrid == null || mySubgrid.readyState != “complete”) {

        if (indxCount == 5) {

            // Reload the page after 5 attempts

            if (window && window.parent) {

                    window.parent.location.reload(true);

            }

        }

        // Wait 1 second and then call same function again    

        setTimeout(‘refreshGrids()’, 1000);

    }

return;

}

Where to place the above function

  • Register “refreshGrids()” function, on “onload” event of JScript

🙂

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CRM 2011 Service update – Polaris released

January 29, 2013 Leave a comment

Microsoft has released its CRM 2011 December 2012 Service Update, codenamed “Polaris”.

Here  is video of Polaris user experience enhancements by CRM team.

Download the SDK from here

Polaris has much awaited cross browser support and list of new capabilities

  • Cross browser support
    • Versions of Mozilla Firefox and Google Chrome on Windows PCs.
    •  Firefox and Apple Safari will be supported on Macintosh desktop computers.
    • Safari support on Apple iPad tablets for sales users.
  • New sales and customer service user interface options
  • New integration points for Yammer, Skype, and Bing Maps, Microsoft Office 2013 compatibility
  • The enhancements made to the activity feeds include a new feature called Like/Unlike
  • Bulk Data Load API
    • To support bulk data load scenarios, this release introduces the ExecuteMultipleRequest message.
    •  This message supports the execution of multiple message requests using a single web method call

How existing JScripts work with Polaris

  • Multi browser support potentially has an impact on existing deployments of CRM 2011 that contain any JScript or HTMLs (i.e., Any web resources that have been created to hide/show fields etc.).
  • Microsoft has provided a tool named Microsoft Dynamics CRM 2011 Custom Code Validation Tool to identify potential issues with custom JavaScript in JavaScript libraries and HTML web resources.
  • Go through this CRM team blog to know the usage of Custom Code Validation Tool

 

Useful videos from Demo CRM Online

🙂

Deleting personal views in CRM 2011

January 21, 2013 Leave a comment

Today I was trying to delete one of my “Personal View” and to my surprise I had to spend some time to figure out the delete option.

Below are the steps to delete “Personal Views” in CRM 2011

  • Go to “Advanced Find”
  • Choose the entity which you have Personal View as “Look For”
  • Click on “Saved Views” ribbon button
Look For - Adv Find

Look For – Adv Find

 

  • Choose the view and you can delete or deactivate it !
Saved views button

Saved views button

🙂

Minimum privileges required to access CRM application

January 8, 2013 1 comment

To access CRM application using either Browser or Outlook and perform common tasks all users must be assigned at least one security role with below minimum privileges.

Below is the matrix

Entity Name

Privilege(s)  

Access Level

Security role “Tab” Name
User Entity UI Settings Create, Read, Write User Core Records
User Settings Read User Business Management
Customizations Read Organization Customization
System Form Read Organization Customization
View Read Organization Customization
Web Resource Read Organization Customization

Below are minimum privileges you need to define for some common tasks

Access CRM using Browser:

  • To render the Home page: prvReadWebResource, prvReadCustomization
  • To render an Entity grid (that is, to view lists of records and other data): Read privilege on the entity, prvReadUserSettings, prvReadQuery
  • To view single Entitie in detail: Read privilege on the entity, prvReadSystemForm,  prvCreateUserEntityUISettings, prvReadUserEntityUISettings

Access CRM using Outlook:

  • To render navigation for CRM and all CRM buttons: prvReadEntity, prvReadQuery
  • To render an Entity grid: Read privilege on the entity, prvReadCustomization, prvReadWebResource, prvReadUserQuery
  • To render Entities: Read privilege on the entity, prvReadSystemForm, prvCreateUserEntityUISettings, prvReadUserEntityUISettings, prvWriteUserEntityUISettings

We can get more information in the Helper page from “Security Role” form (Refer Navigation below)

Security role helper page

Security role helper page

🙂

Entity Ownership in CRM 2011

January 2, 2013 3 comments

In CRM 2011, when you create a new entity you can define the entities “Ownership” by choosing “Ownership” option

Entity Ownership

Entity Ownership

So what does it mean? Entities, can be owned by

  • Organization
  • User or a Team

Lets see the difference between both

Organization owned entity

  • Records of “Organization owned entity” can be viewed by the whole organization
  • Records cannot be shared or Assigned
Share/Assign

Can’t Share/Assign Org owned entity record

  • The security roles for organization-owned entities have two access levels: None and Organization
    • i.e., You cannot define “Access levels” like (User level, Business unit level, Parent: Child Business unit level)

User or a Team owned entity

  • Records of “User or a Team owned entity” can be limited to users or teams, so that you restrict data access to authorized users
  • The user-owned or team-owned entities have five access levels: None, User level, Business unit level, Parent: Child Business unit level, Organization

🙂