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Archive

Archive for February, 2014

CRM 2013 new form lay out and Notes control

February 23, 2014 Leave a comment

In CRM 2013 when you create a new entity and open ‘Main’ Customization form, it looks as below

Default CRM 2013 Layout

Default CRM 2013 Layout

It’s not how CRM 2011 form looks. In CRM 2011, you get separate ‘General’ and ‘Notes’ tabs

How to get back CRM 2013 form like CRM 2011 with separate General and Notes tabs

  • Double click ‘General’ tab and select ‘tab layout’ as ‘One column’
  • You get a warning as mentioned in below screen
Tab-One column

Tab-One column

  • Now you will get only ‘General’ tab and lose the ‘Notes‘ tab from the form.
  • So, to get back ‘Notes’ tab back
  • Add a new ‘One Column’ tab and select the tab
  • From the ribbon choose ‘Notes’ control
Notes Control

Notes Control

  • Now the ‘Notes’ tab will be back on the form
Form with Notes Control

Form with Notes Control

  • Now the end user form looks below
Offer Form

Offer Form

Notes Control

  • In CRM 2013, we can define the way how Notes, Activity Feeds and Activities are displayed on the form.
  • These three elements are now combined into a single control.
  • You just need to add the ‘Notes’ control on to the form and open properties and choose ‘Default’ tab (I.e., Activities o Posts or Notes)
Activities Tab Properties

Activities Tab Properties

🙂

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Command bar – CRM 2013

February 18, 2014 Leave a comment

In CRM 2013, there is a major face-lift to the UI like no Navigation Bar, No conventional ribbons and introduction of ‘Command Bar’.

Below are few points about CRM 2013 Command Bar

  • The Ribbon Bar is still exists in CRM 2013, on non ‘refreshed’ entity Forms such as Connection Form and Price List Form, and is still present on all home list view grids in Outlook client.
  • Command Bar shows 5 controls at any one time before they are added to the ‘overflow’ section.
  • Command Bar does not display ‘Disabled’ controls instead they will come in ‘overflow’ section.
Command Bar

Command Bar

CommandClientTypeRule Display Rule

  • There is a new display rule CommandClientTypeRule determines the visibility of a control on the command bar.
  • Controls will be displayed on the Command Bar, if
    • Associated Command has no CommandClientTypeRule Display Rules
    • If it has a CommandClientTypeRule with Type=Refresh
  • ‘Type’ property has the following values:
    • Modern – Control is visible in the Tablet client
    • Refresh –  Control is visible in the Command Bar
    • Legacy   –  Control is visible on ribbons of non-refresh entities or in list views presented in Microsoft Outlook.

🙂

Related entity not coming up in view filter

February 9, 2014 1 comment

We got a below requirement

  • Contacts and Users will have N:N relationship
  • Create a view in Contact entity, to get ‘Contacts associated to User ‘

It’s a straight forward ask as all I need to create is a view in Contact, with filter criteria ‘Users contains data’. Isn’t it?

So I,

  • Created a new N:N relationship between Contact & User.
Contact and User N:N relationship

Contact and User N:N relationship

  • Create a new view ‘Contacts associated with Users’ in Contact entity and opened filter criteria.
  • To my surprise, I did not find ‘Users’ in ‘Select’ dropdown -> Related Entities section.
Filter Criteria - No User in Select

Filter Criteria – No User in Select

Reason –

  • The culprit is ‘Display Option’
  • Since I given ‘Display option’ as ‘Do Not Display’ that propagated to filter, which is weird but that’s how it works.

Fix

  • To get the ‘Users’ in filter criteria provide ‘Display Option’ and Publish.
Provide Display option

Provide Display option

  • Go back to the view’s filter criteria, now you will see the ‘Users’ in ‘Select’  dropdown
Filter Criteria with Users

Filter Criteria with Users

🙂