Skip to main content

Microsoft Dynamics CRM 2011 – Role Based Forms

Microsoft Dynamics CRM 2011 – Role Based Forms (Courtesy : http://www.powerobjects.com/blog/2010/12/07/microsoft-dynamics-crm-2011-role-based-forms/)

Another exciting new feature in CRM 2011, is the ability to have different forms for different security roles. For Example: You may want the Account form show different fields, for different security roles to maximize the important information that is displayed for each role.
Each Entity has two forms created by default: A “Main” Form and a “Mobile” Form. (Mobile Express)
By Default, the “Main” form is set so that all security rolls use this form whenever they access the Entity. However, with a few minor changes, additional Forms can be created to Rearrange/Add or Remove Information to maximize productivity for different users in CRM.
Let’s take a look at the Account Form.... Read More

Comments

test said…
Nice article. Good work.
Ivana said…
Thanks for sharing very good stuffs about CRM, it provides useful information to engage more customer and increase the sales. Since there are so many CRMs on the market, it’s good to look for ones that fit your needs and provides contact manager app so that it will be easy for you to access using different devices.

Popular posts from this blog

CRM 2011 Useful JavaScript tidbits

http://www.powerobjects.com/blog/2011/01/14/crm-2011-useful-javascript-tidbits/ Get the value from a CRM field var varMyValue = Xrm.Page.getAttribute(“CRMFieldSchemaName”).getValue() ; Set the value of a CRM field Xrm.Page.getAttribute(“po_CRMFieldSchemaName”).setValue(‘My New Value’); Hide/Show a tab/section Xrm.Page.ui.tabs.get(5).SetVisible(false); Xrm.Page.ui.tabs.get(5).SetVisible(true); Call the onchange event of a field Xrm.Page.getAttribute(“CRMFieldSchemaName”).fireOnChange(); Get the selected value of picklist Xrm.Page.getAttribute(“CRMFieldSchemaName”).getSelectedOption().text; Set the requirement level Xrm.Page.getAttribute(“CRMFieldSchemaName”).setRequiredLevel(“none”); Xrm.Page.getAttribute(“CRMFieldSchemaName”).setRequiredLevel(“required”); Xrm.Page.getAttribute(“CRMFieldSchemaName”).setRequiredLevel(“recommended”); Set the focus to a field Xrm.Page.getControl(“CRMFieldSchemaName”).setFocus(true); Stop an on save event event.returnValue = false; Return array

Abort event through plugins

Suppose you are writing a pre -event plugin in which you compare to  old and new values and on certain condition would like to cancel the Save or  Update and stop the execution, it was simple in CRM 3 with an Abort() method while in CRM 4, you have to manually raise and throw a  Invalid-Plugin-Exception, while this gives a dirty error message on your MSCRM screen, you can make it better by entering you own Message explaining why the record could not be saved: throw new InvalidPluginExecutionException("Execution has been stopped due to this reason");

Using MS CRM Calendar in your custom ASP .NET pages *** Not fully Supported Customisations ***

Hi, Have you been creating custom pages in line with MS CRM for creating , viewing and updating entity records ? Have you placed controls such as Date picker Lookup on your custom page and have tried in vein to make those look like MS CRM ? I found a way to use the same MS CRM calendar control as it appears in the application... For getting this calendar on your asp .net page, follow the steps below: 1) Create a copy of the date.js javascript file located in your-server/crmsite-folder/_static/_controls/datetime folder, give the copy some name like date_myapp.js. 2) Open the following .js files from different sub folders in side the  your-server/crmsite-folder/_static      folder :       Global.js       encodedecode.js       xmlutil.js       util.js       remotecommand.js              Copy and whole content of each file one by one and keep pasting the same to the end of your date_myapp.js file. 3) Now open any CRM entity record page, for example a new Account crea