Every now and then, if your scripts are performing form changes, and you try to navigate without saving, you will be prompted to save. But what if you want to see exactly what was changed on a large form? The following function can show you the modified fields: function checkIsDirty() { var _mesage =... Continue Reading →
Form Type and JScript
The following form types are available in Dynamics CRM 2011: Value Form Type 0 Undefined 1 Create 2 Update 3 Read Only 4 Disabled 5 Quick Create (Deprecated) 6 Bulk Edit 11 Read Optimized To get the Form Type in JScript, use the following syntax: var _formType = Xrm.Page.ui.getFormType();
To Save or to Change the form
I’ve been doing this for so many times, I thought I’d share it with the new CRM customizers out there, as it’s a neat way of getting something done without delving too deep into development and plugins. This approach uses JScript to capture the Save event on a form, and to divert it on a... Continue Reading →
Attach a File on a Note – Permission Issues
So, one of these days I had a pretty interesting case. Just to give you an overview, on-premise environment, custom security roles, activity feeds installed. The issues was as follows: Navigating to any of the main entities, going on the Ribbon and adding a file that way worked just fine. Creating a note, then opening... Continue Reading →
Outlook client connectivity issue
One interesting case I had just the other day made me look like a fool. Just like in many cases, when you have issues connecting your Outlook to a CRM instance, there are a few basic steps you follow in trying to debug the issue. There is available a troubleshooting wizard at the following URL:... Continue Reading →
