You have completed your CRM configuration, you have tested your forms, everything is working great, and users are now “live” in the system. Even if everything is as perfect as possible, users may occasionally see some random script errors. Like any web application, a number of different factors can conspire to occasionally create an error […]
Tip #111: CRM Responsiveness Insight
Want to test the performance of your CRM hosting environment – OnPremise or CRM Online from a specific location? Just use one of these urls: 1. Onpremise – http:// or https://<yourExternalserverURL>tools/diagnostics/diag.aspx 2. Online – https://crmorgname.crm.dynamics.com/tools/diagnostics/diag.aspx where crmorgname is your unique org name – what you normally enter to get to CRM and then use CRM, […]
Tip #90: Simulate OnLoad event for form updates
As some people noticed, in CRM 2013 OnLoad event handlers are not firing after save of the form. This is by design as form saves and refreshes are now granular. That means that some of the code migrated from 2011 may not work as expected if it relies on OnLoad event being fired after every […]
Tip #63: Execute javascript code during debug session
There are times when you want to quickly test out a piece of form Javascript code in the Developer Tools console. Microsoft Dynamics CRM 2013 renders form content in frames and you have to prefix frames[0] or frames[1] to “Xrm.” to get the code running. In Chrome you can choose the target frame that you […]
Tip #33: Create a two-action ribbon button
Do your users have a CRM process that requires them to perform two unrelated actions in CRM? For example, a marketing department needs to run a mail merge and then have a workflow update the same selected records. Since these are separate actions, it can be cumbersome to the users, and can also have a […]
Tip #28: Beware of autosave in your scripts
CRM 2013 introduced autosave feature that, depending on a specific scenario, could be really helpful. There is also ability to switch autosave off across the organization using Administrator > System Settings dialog. Unfortunately, this flag only controls form behavior when user explicitly edits the record. The record will still be saved if user navigates away […]
Tip #20: Use alertDialog and confirmDialog to display messages to users
If your javascript code is peppered with alerts and confirms, it’s time to stock up on the invigorating drink of your choice and rewrite. The reason is very simple – CRM for tablets does not like anything that blocks execution. New stablemates are alertDialog and confirmDialog – use them to display messages to users and […]