Archive

Archive for May, 2015

CRM 2015 Online Update 1 – Application and Customization changes

In this article I am going to brief about new changes and updates in CRM 2015 online update 1.

Trigger Custom Action from Workflow or Dialog

  • We can invoke a custom action directly from within a workflow or a dialog.
Trigger Custom Action from Workflow

Trigger Custom Action from Workflow

Steps on how to Create and Invoke Custom Action from Workflow

Validate Required Steps in Business Process Flow

  • System will now validate all the required steps in Business Process before moving to next stage.
  • Before Update 1 its possible to bypass validation using SDK calls.
Validate Required Steps BPF

Validate Required Steps BPF

Clear field values with business rules

  • Business rules now let us clear field values, on the client and server
Clear Field Values Business Rules

Clear Field Values Business Rules

Business Process Flow – Move back to previous Stage

  • We can go back to the previous stage in the business process flow regardless of entity type
  • You can choose desired previous stage and click ‘Set Active’.
BPF Cant move to Previous stage - Before Update 1

Cant move to Previous stage before Update 1

BPF Choose Previous Stage and Set Active

With Update choose Previous Stage and Set Active

Date and Time field new behavior

  • We got two new time zone independent behaviors for the Date and Time data type (Date Only and Time Zone Independent).
  • Below are different Formats and Examples.
Date Field Formats

Date Field Formats

Date Field Changes Examples

Date Field Changes Examples

Calculated and Rollup Fields

  • With new updates to Calculated fields we can compute the difference between the two dates by using new built-in functions
  • Note that “Now” operator gives SQL Server Time in UTC not Local System Time.
Calculated and Rollup Fields

Calculated and Rollup Fields

Global Most Recently Used (MRU)

  • With Global MRU, provided an access to most recently viewed records (up to 30 records).
Global MRU

Global MRU

Global MRU Storage

Global MRU Storage

“Older Than X” Enhancements in Advanced Find

  • We can now filter on additional units of time including minutes, hours, days, weeks, and years.
  • The Older Than X clauses can be used with Advanced Find, the saved view editor, and queries that are based on FetchXML.
Advanced Find Older Than Operator

Advanced Find Older Than Operator

Navigation and Themes

Plug-in Trace Logs

  • System administrators and developers can now configure CRM to write trace logs to a new CRM entity – ‘Plug-in Trace Log’.
  • These logs can then be viewed within the CRM web application, also from Advanced Find.
  • We cannot extend the “Plug-in Trace Log entity”. We can only view or delete records of the entity.
  • By default, permission to view the logs is enabled for System Administrators and System Customizers, but can be granted to other users
  • Enabling Activity Tracing
    • We can enable\disable from Settings -> Administration -> System Settings -> Customization
    • Enable Plug-in trace log

      Enable Plug-in trace log

    • The setting provides the following options:
      • Off
      • Exceptions – log messages only if an exception is encountered in the execution pipeline
      • All – log all messages, even if there was no exception.

How is “Plug-in Trace Logs” different from developers logging in to their own custom entity?

  • The problem with writing logs to our own Custom entity is due to the fact plug-ins execute in transaction and the transaction is rolled back whenever an exception occurs anywhere in the event pipeline. As a result, the records written to the custom entity would also be rolled back.
  • And with new ‘Plug-in Trace Logs’ entity, the messages are logged even if an exception is encountered and the rest of the transaction is rolled back

References

🙂

CRM 2015 – Navigation and Themes

With the advent of CRM Online 2015 Update 1, we got much awaited New Navigation Bar pattern (Vertical Stacked Menu) and Themes. New Navigation Bar –

CRM 2015 - Navigation Bar

CRM 2015 – Navigation Bar

Themes –

  • With Themes, We can create a custom look and feel, to our CRM web application.We can change CRM applications
    • Logo
    • Navigation bar color
    • Header color
    • Default entity color
    • Default Custom entity color
    • Control Shade & Border
  • We can define multiple themes, but only one can be set and published as the default theme.
  • The theme customization is supported in Microsoft Dynamics CRM for Outlook
  • To create a new Theme, Navigate to Settings -> Customizations -> Themes
CRM 2015 - Themes

CRM 2015 – Themes

  • We can create your own theme and Publish (Once published, Theme propagates to all Users)
CRM 2015 - Themes (Preview_Publish_Clone)

CRM 2015 – Themes (Preview\Publish\Clone)

  • You can Clone new Theme from existing Theme and Preview
  • “Preview Theme”, sets a cookie in browser allows us to use theme until either you exit the preview or delete cookies.

Below is sample theme I created, I added my own Jpg web resource as ‘Logo’ and got color hexadecimal codes from Color Hex site

CRM 2015 - New Theme

CRM 2015 – New Theme

Deploying Themes across Organizations

  • We cannot include ‘Theme’ in CRM Solutions as Theme is not solution aware.
  • However, you can export the Theme and import it to target solution.
  • The imported theme must be published to take an effect
CRM 2015 - Export Theme

CRM 2015 – Export Theme

Theme Best Practices

Theme Best Practices

Theme Best Practices

Changing Specific Entity Color

  • We can change the color of desired entity in Entity Definition
CRM 2015 - Set Color Of Entity

CRM 2015 – Set Color Of Entity

CRM 2015 - Account Entity Changed to Green

CRM 2015 – Account Entity Changed to Green

CRM 2015 - Set Color Of Entity Limitations

CRM 2015 – Set Color Of Entity Limitations

Refer MSDN Article for more details. 🙂

Categories: CRM 2015 Tags: , ,