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Continue reading →: Auditing User’s Team membership in CRM
Recently we got a requirement to track Team membership of a User (i.e., Log when a User gets Add/Remove from a Team). We checked whether the OOB Audit feature would fulfill this requirement. Audit feature does logs an entry every time we add/remove a User from Team but as separate events.…
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Continue reading →: Duplicate detection functionality in CRM 2013
In CRM 2013, Duplicate record detection feature on create/update form has been removed due to the ‘Auto Save‘ functionality, which saves the form frequently. Below are the 2 ways we can bring back the functionality. Solution provided in CRM 2013 SDK In SDK there is a recommend approach to enable…
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Continue reading →: New JScript syntaxes – CRM 2013
With the advent of CRM 2013, below are the new set of client API methods Context Xrm.Page.context.getUserName() – Returns username of the currently logon user Xrm.Page.context.getClient() – Returns the client (i.e., Returns “Outlook”, “Web”, or “Mobile”) Xrm.Page.context.client.getClientState() – Returns whether user is working online or offline. Note – Xrm.Page.context.isOutlookOnline and isOutlookClient methods…
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Continue reading →: My blog report for the year 2013
First of all thanks to all my blog visitors who posted valuable comments and suggestions. I wish you all a great year ahead that starts with happiness and ends with that too. Happy New year 🙂 WordPress.com prepared a 2013 annual report for my blog. Here’s an excerpt: The Louvre Museum has…
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Continue reading →: Identify “Auto Save” in JScript onload & onsave events – CRM 2013
CRM 2013 has got a new ‘Auto Save” feature which periodically saves the form after new data entered. Problem with frequent auto save The problem with this design is whenever auto-save fires, it causes unwanted execution of the registered onload & onsave events. To identify ‘Auto Save’ event in ‘onload & onsave’…
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Continue reading →: Field’s tooltip in CRM 2013
In CRM 2011, when you hover mouse pointer on a field you get field’s ‘Display Name’ as Tooltip. In CRM 2013, there is a slight design change. Whatever you specify in field’s ‘Description’ appear as Tooltip. 🙂
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Continue reading →: Table alias is not unique amongst all top-level table and join aliases – Exception
Recently we upgraded from UR 8 to UR 13 and from then I was getting ‘Unexpected’ error when I was adding members to my ‘Dynamic Marketing list’ using ‘Advanced Find’ window. Below is the error log from my Event viewer Exception type: CrmException Exception message: Table alias a_7f4fc1baff99e111bef200155dc87c59 is not…
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Continue reading →: Free CRM online book by Power Objects
Power Objects has come up with a free online CRM book. The content of this book covers below topics Basics Administration Extending CRM The best part is, this book will be updated as the CRM software changes. Check this out @ CRM Book 🙂
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Continue reading →: Why ‘RetrieveMultiple’ plug-in not firing when I choose ‘Activities’ roll-up view
I had a plug-in registered on ‘Activities’ (i.e., ActivityPointer) on ‘RetrieveMultiple’ message. The Plug-in getting triggered when I open ‘Activities’ from any where (i.e., From ‘Advanced Find’, Sitemap on workplace area, Associated views of all custom entities) except when I open an account and click on ‘Activities’ associated/roll-up view. Reason For…
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Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI 