Following is the code to dynamically load a particular form:

1. First get the form Id from Form name

2.  Navigate to the retrieved form Id by first comparing the current form with the form you want to navigate to.

Call this function on the OnLoad event of the form.

Cheers!!

Shraddha Dhingra

In our project we created "Case Stage Specific SLA". 

By this I mean that we created a Business Process Flow having 5 stages - Registration, Inspection, Work Order, Complain Resolution and Customer Survey. We wanted one SLA to be triggered when the case is in Inspection BPF stage. As soon as the case comes to Work Order BPF stage then another SLA should be triggered. Following are the steps to do the same:

1. Create a new SLA with the following details:

2.  We will be creating two SLA items now - one for Inspection stage and another for Work Order stage.

     For the case to move from one BPF stage to another the user needs to enter the mandatory information required to move to the next stage.

     In our case we took "Inspector" for "Inspection" BPF stage and "Estimation" for "Work Order" BPF stage.

   Go to SLA details and create a new SLA item "Inspection Stage Specific SLA"

   Set "Applicable when" Inspector Contains data and Estimation does not contains data which means that case has come to Inspection BPF stage.

   Set "Success Criteria" as when Inspector contains data and Estimation contains data which means that case has moved from Inspection stage.

   We had set Warning time as 1 minute and Failure time as 2 minutes for demo. It can changed as required.

 3. Now create another SLA item in the SLA for Work Order BPF stage

     Go to SLA details and create a new SLA item "Work Order Stage Specific SLA"

     Set "Applicable when" Estimation Contains data and Issue Fixed does not contains data which means that case has come to Work Order BPF stage. Issue Fixed is the mandatory information required to move from Work Order Stage to the next stage.

     Set "Success Criteria" as when Estimation contains data and Issue Fixed contains data which means that case has moved from Work Order stage.

     We had set Warning time as 1 minute and Failure time as 2 minutes for demo. It can changed as required.

4. Activate the SLA and Set it as Default

Cheers!!

Shraddha Dhingra

1. Create a custom workflow activity from visual studio that accepts “From User” which is the user from which the mail will be sent and "Template Name" which is the Email template name as an input parameter

     From ID input parameter

       Template Name input parameter

 2.   Write the following code in Execute

3. GetTemplateByTitle method

4. SendEmail  method

5. CheckOwnerIsUserOrTeam method

6. GetMembersOfTeam method

7. Create a workflow with the following details (i.e. add a step to call our custom workflow activity)

Cheers!!

Shraddha Dhingra

If the users like to change the Business Process Flow stage dynamically then this can be done by creating a custom workflow activity and use it in a workflow.

1. Create a custom workflow activity from visual studio that accepts “Stage Name” as an input parameter

      2.   Write the following code in Execute

      3.   Create a workflow with the following details (i.e. add a step to call our custom workflow activity)

 SLA Item:

Neither the email was sent nor the task was getting created.

Solution:

Select Resolve By KPI in SLA KPI

Default value selected in SLA KPI is First Response by KPI

Changing SLA KPI from First Response by KPI to Resolve By KPI solved the issue

Cheers!!

Shraddha Dhingra

It demonstrates one possible way we can integrate CRM and SharePoint.

More Details on the feature

https://download-codeplex.sec.s-msft.com/Download?ProjectName=tasks365app&DownloadId=770652

Earlier it was created as an Auto Hosted App, however Microsoft later discontinued SharePoint it so converted it to SharePoint Hosted

https://www.andrewconnell.com/blog/sharepoint-autohosted-apps-are-no-more-deprecated-discontinued-dead

https://msdn.microsoft.com/en-us/library/office/dn722449(v=office.15).aspx

The app can be downloaded here

https://tasks365app.codeplex.com/

Click below to see the working demo

https://favs.sharepoint.com/sites/contoso/_layouts/15/appredirect.aspx?instance_id={3B94492B-E77E-4AF7-BD5A-D5BB1E8E5672}

username - sally@favs.onmicrosoft.com

password – Secure!1

Cheers,

Shraddha Dhingra

Go to Processes à New Processs à Select Category as Worfklow

Make sure that the "Run this workflow in the background (recommended) checkbox is unchecked else it would create an asynchronous workflow.

Another new feature that we have in CRM 2013 is the Execute as option.

We can choose whether we want the workflow to run in the context of the Owner of the workflow or to the user who triggered it.

For understanding the workflow context in CRM 2011, check this post

https://gonzaloruizcrm.blogspot.com.au/2011/05/processesworkflow-ownership-faqs.html

Similar to pre post event in plugin we now have Start When option, in which we can choose the workflow to run After or Before a particular event.

Let us take a simple example

Here if the contact's role is Influencer and if the user tries to Deactivate the record, we will cancel the operation.

After publishing the workflow if we want to deactivate the contact record where role is set to Influencer, we will get the following error

i.e. ISV code aborted the operation and the event will be cancelled.

Now if we want to convert this synchronous workflow to asynchronous, we can deactivate the workflow the active workflow and we will get the following option

Similarly if we have created an Asynchronous workflow, we can convert it to synchronous

Cheers,

Shraddha Dhingra

Download the managed solution

https://download.microsoft.com/download/7/0/F/70F64BCE-35BC-43EB-8F64-68BD10512F73/FormQueryStringParameterTool_1_0_0_0_managed.zip

Open the configuration page of the managed solution

Click on Open the Form Query String Parameter Tool

Select the entity and the form for which the parameters has to be set

Select the field and specify the values for it.

Based on the field selected and values specified the URL would be auto generated.

Test URL button opens the form with the default values set

Copy Function button allows us to copy the function that is auto generated by the tool

More details

https://msdn.microsoft.com/en-us/library/jj860466.aspx

Cheers,

Shraddha Dhingra.

Auto Save feature is not configurable i.e. its duration cannot be set.

It can be disabled at organization level for all the forms.

Settings –> System Settings –> General Tab (first tab) –> Enable Auto Save on All forms –> 

There is no option of disabling it on any specific form. To do so we can make use of getSaveMode() method in Client SDK.

We can call the following method on the on save event of the form for which we want to prevent the auto save (passing execution context as the first parameter)

The Auto Save features on saves the date that has been changed since the form was last saved.

It won't save the field that is currently being edited.

It displays the changes in the form after auto save but the entire form is not reloaded.

It impacts CRM auditing as well and also triggers any workflows and plugin associated with that event.

https://dynamicscrmgirl.wordpress.com/2013/08/13/crm-2013-beta-the-dreaded-form-auto-save/

Clicking on New, Close or Qualify actions on the Command bar also saves the record.

Closing the form also saves the record.

Cheers,

Shraddha Dhingra.

• Xrm.Utility.alertDialog(message,onCloseCallback)
• Xrm.Utility.confirmDialog(message,yesCloseCallback,noCloseCallback)

Usage:-

Xrm.Utility.alertDialog("Message on alert dialog", function () {

// Change the subject after the alert dialog is closed

Xrm.Page.getAttribute("subject").setValue("New Subject");

});

Xrm.Utility.confirmDialog("Message on confirm dialog", function () {

Xrm.Page.getAttribute("description").setValue("Yes call back selected");

}, function () {

Xrm.Page.getAttribute("description").setValue("No call back selected");

});

AlertDialog

ConfirmDialog

On Selecting OK à

On Selecting Cancel à

Cheers,

Shraddha Dhingra