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Continue reading →: Show custom messages as banner notifications – CRM 2011
In CRM 2011, one way to show custom messages is using Jscript ‘alert’ function. In one of our requirement we have to display a custom message on CRM form banner like OOB notification. We can achieve this using Jscript, but it’s an unsupported way and there are no guarantees that…
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Continue reading →: ‘Selected record types not defined for connection roles’ – Error
In CRM, ‘Connections’ are relationships between two entity records in the system. It’s a way to create a relationship (link) between two entities records. I got the below error when I try to connect one of my custom entity record with ‘Account’ by the role ‘Referred by’ Fix We have to…
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Continue reading →: Undefined Error – Activity Feeds CRM 2011
You might have experienced the below script error, when you click on ‘What’s New’ link on Sitemap To fix this error, check if the logged in user has “Activity Feeds” security role or not. “Activity Feeds” security roles comes, when you import the “Activity Feeds” managed solution in to…
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Continue reading →: Role based Dashboards – CRM 2013
With the release of CRM 2011, we got System dashboards/charts and Personal dashboards/charts feature. Dashboards/charts visibility System charts are like System views, only Users with System Administrator or System Customizer can create and view-able by all users. Personal charts are like Personal views, only visible to User who created them…
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Continue reading →: Notifications using script – CRM 2013
CRM 2013 has a new feature to display notifications (i.e., Errors,Warnings and Information’s) like a banner message using JavaScript. We can create both Form level notifications as well as Field notifications. Form notifications This method display notifications on the top of the record form. …
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Continue reading →: Legacy Feature Check Tool – CRM
The next major release of CRM (CRM 2013) is slated to release and will be dropping support for some of the legacy features. The following legacy components that will not be supported in the next release: The 2007 web service endpoint from HTML\JavaScript web resources. Plug-ins and custom workflow activities…
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Continue reading →: Plug-in on related entities during ‘Cascade All’ actions
Assume the relationship behavior between ‘Contact’ and ‘Appointment’ is “Cascade All” on ‘Assign’ action. By virtue of that, if a Contact has 2 Appointments, if I change the owner of ‘Contact’ the related 2 Appointment owner also changes. In one of the requirement, we have to restrict the Cascade operation…
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Continue reading →: CRM 2013 – Release Preview Guide
Next major version of CRM release, CRM 2013 is due to release in the fall of 2013. The CRM 2013 “Release Preview Guide” highlighting some of the key investment areas is available. Click to Download Release Preview Guide Click here to see – What’s Changing in the Next Major Release
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Continue reading →: Multiple forms of type Main are found. No Record Walls are added – CRM 2011 Activity Feeds Error
I was getting below warning message, when I tried to configure Activity Feeds for entity ‘Contact’ and selected the “Enable walls for this type of record form” check box Multiple forms of type Main are found. No Record Walls are added. Configure the walls to the required forms manually Reason…
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Continue reading →: Xrm.Utility is undefined error – CRM 2011
Other day when I deployed my solution on a new CRM server, I was getting “Xrm.Utility is undefined” script error. I refered“Xrm.Utility” JScriptin my code to open forms which was causing script issue. Reason & Fix The CRM server is not having UR 8 Since Xrm.Utility object was added in…
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Rajeev Pentyala – Technical Blog on Power Platform, Azure and AI 