Today’s tip is from Eric Regnier. Got a tip? Send it to jar@crmtipoftheday.com (and don’t forget to include either your Twitter handle or LinkedIn profile link for the eternal appreciation link) Do you know that business rules (scope = entity) work on editable grids? Pick one of the following answers: Nope didn’t know but will […]
Dynamics 365/CRM customizations inflicted by a customer are always fun. How can I tell their customizations apart? Easy, by the new_ prefix. Where things get really complicated if the customer later asks you to do something they are not sure how to. Just recently I was asked to stop couple fields from being locked if […]
In this Video we look at the new options available with Business Rules in the application. Not only does this include the updated editor, but we also look at the new Recommendation Action that is available. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new […]
Friday. ‘Nuff said. Dynamics CRM 2016 introduced a new feature that allows you to create Business Rules, that can execute based on Business Process Flows. Here we show you how to configure this option. If you prefer reading, this non-animated version will guide you through. Give us your feedback, all of it: good, bad, and […]
Quite often developers complain about getting javascript errors when the form does not contain any scripts or events. Explicit script definitions are not the only source of the possible errors: Business Rules are deployed on the client as generated javascript. While it’s unlikely that business rules will generate an erroneous script, it’s worthwhile disabling the […]
In CRM 2015, if you use CRM mobile and you have a business rule that references a lookup field, if you create a new record in the lookup field, the business rule will not fire. This issue is fixed in CRM 2016
tl;dr Setting data validation error on the form level with Xrm.Page.ui.setFormNotification call will NOT stop form from closing, setting errors on individual controls with Xrm.Page.getControl(arg).setNotification, on the other hand, will. To achieve even better results, use business rule instead of the javascript. Slightly longer version Friend of mine pinged me to help with the script […]
Empowering users in Dynamics CRM is great but one needs to be prepared to troubleshoot adventures of a power user. If you have a rule that locks the field when certain conditions are met, beware what happens when this field is editable. That’s right, the last edit will be lost. Why? because locking the field […]
tl;dr Longer Had an awesome Skype conversation with the customer while driving sitting in a parked car with the engine switched off, parking brake applied and keys out of ignition. Here’s my thousand words’ version.
From time to time there is a need for a business rule that simply copies value from one field into another unconditionally. For example, with the faxes being slowly but surely on their way out, we might simply want fax field to hold a copy of the main phone number. Well, not really, but let’s […]
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