Tip #1092: Chrome trick to make new field appear in the list

Screwdrivers

Browsers to Dynamics 365 are like a set of screwdrivers to a random screw. Sometimes you need a Phillips, sometimes – flathead, and on odd occasion HP hex is required. We already covered browsers war in the past but not a day goes by without a new discovery. Consider, for example, today’s training session by […]

Tip #965: Pass Parameters to Quick Create Form

Create together

If additional initialization logic is required when a form is opened, Dynamics 365 offers a choice between setting default field values (easy) and configuring custom parameters (not as easy but straightforward). Quick forms also take parameters when opened. But, as Daryl “Always Raising” LaBar has discovered, sometimes it just does not work. Short version: If […]

Tip #471: What will stop your form from closing

Failed import using business rule

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 […]

Tip #402: My form script changes aren’t working

“I made an update to a form script in Dynamics CRM, but I don’t think it worked–it still acts the way it used to before I made the change. What’s happening?” What most likely is happening is that your browser is caching the old form script. When you update CRM customization, if you change a […]

Tip #373: Careful with delete button

As it turns out, Spießrutenlaufen is no longer exclusive developers domain and can be equally applied to the customizers. Shan “Smoke ’em” McArthur reminded all of us (and not for the first time) that it’s not all unicorns and rainbows with managed solutions. If you ever delete a form for the entity that is part […]

Tip #211: When upgrading, don’t forget the team form

When upgrading a deployment of Microsoft Dynamics CRM to version 2013, it is easy to overlook some of the back-end forms. These don’t get the attention of entities like Accounts and Cases, but they are very important to the people who use them. One of my favorite new forms in 2013 is the Team form. […]

Tip #192: Defensive script writing

Event Handler Dependencies

(Today’s tip is actually two-in-one but we’ll get to that.) Over the years as a CRM jackofalltrades I learned that to create truly reusable, bug-free and resilient systems is very important to write your scripts as if the next team member, who comes after you, dedicated their entire career to destroying your life’s work. Consider […]

Tip #188: How to Display Entity Image on CRM Form

Display Entity Image

Entity Image is introduced Dynamics CRM 2013. This is a really useful feature where we could have better presentation to quickly glance on the record. As the adage says: “A picture is worth a thousand words”. It seems quite common requirements for customizing the form, but it is not automatically enabled on the form. To […]