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Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

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UK365GUY

Microsoft Business Applications Blogposts, YouTube Videos and Podcasts

Helping Businesses with Technology

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CASCADING TWO OPTIONSETS IN MS CRM 2015

uk365guy
/*
1. Create one seperate Jscript file.
2. Onload_Consultant_Schema() function attached onLoad event on Consultant 
3. disciplineOptionSet_OnChanged() function attached onChange event on Discipline attribute on consultant
*/
//onChange event
disciplineOptionSet_OnChanged = function () {
    var optionsetControl = Xrm.Page.ui.controls.get(“new_subspecility”);//this is the child or dependent optionSet
    var options = optionsetControl.getAttribute().getOptions();
    var type = Xrm.Page.getAttribute(“new_discipline”).getValue();//this is the parent optionSet
    if (type == 356110000) {
        optionsetControl.clearOptions();
        for (var i = 0; i < options.length – 1; i++) {
            if (   options[i].value == 356110019
                || options[i].value == 356110020
                || options[i].value == 356110021
                || options[i].value == 356110022
                || options[i].value == 356110023
                || options[i].value == 356110024
                || options[i].value == 356110025
                || options[i].value == 356110026
                || options[i].value == 356110027
                || options[i].value == 356110028
                || options[i].value == 356110029
                || options[i].value == 356110030
                || options[i].value == 356110031
                || options[i].value == 356110032
                || options[i].value == 356110033
                || options[i].value == 356110034
                || options[i].value == 356110035
                || options[i].value == 356110036
                || options[i].value == 356110037
                || options[i].value == 356110038
                || options[i].value == 356110039
                || options[i].value == 356110040
                || options[i].value == 356110041
                || options[i].value == 356110042
                || options[i].value == 356110043
                || options[i].value == 356110044
                || options[i].value == 356110045
                || options[i].value == 356110046
                || options[i].value == 356110047
                ) {
                optionsetControl.addOption(options[i]);
            }
        }
        //TO DO : Disable/Enable field
    }
    else if (type == 356110001) {
        optionsetControl.clearOptions();
        for (var i = 0; i < options.length – 1; i++) {
            if (options[i].value == 356110003 || options[i].value == 356110034) {
                optionsetControl.addOption(options[i]);
            }
        }
        //TO DO : Disable/Enable field
    }
    else if (type == 356110002) {
        optionsetControl.clearOptions();
        for (var i = 0; i < options.length – 1; i++) {
            if (options[i].value == 356110049) {
                optionsetControl.addOption(options[i]);
            }
        }
    }
    else if (type == 356110003) {
        optionsetControl.clearOptions();
        for (var i = 0; i < options.length – 1; i++) {
            if (options[i].value == 356110050) {
                optionsetControl.addOption(options[i]);
            }
        }
        //TO DO : Disable/Enable field
    }
    else if (type == 356110004) {
        optionsetControl.clearOptions();
        for (var i = 0; i < options.length – 1; i++) {
            if (options[i].value == 356110051 || options[i].value == 356110052) {
                optionsetControl.addOption(options[i]);
            }
        }
        //TO DO : Disable/Enable field
    }
    else if (type == 356110005) {
        optionsetControl.clearOptions();
        for (var i = 0; i < options.length – 1; i++) {
            if (   options[i].value == 356110018
                || options[i].value == 356110019
                || options[i].value == 356110016
                || options[i].value == 356110003
                || options[i].value == 356110000
                || options[i].value == 356110014
                || options[i].value == 356110004
                || options[i].value == 356110009
                || options[i].value == 356110017
                || options[i].value == 356110015
                || options[i].value == 356110002
                || options[i].value == 356110001
                ) {
                optionsetControl.addOption(options[i]);
            }
        }
        //TO DO : Disable/Enable field
    }
    else {
        optionsetControl.clearOptions();
        for (var i = 0; i < options.length – 1; i++) {
            optionsetControl.addOption(options[i]);
        }
        //TO DO : Disable/Enable field
    }
}
//onLoad event
Onload_Consultant_Schema = function () {
    disciplineOptionSet_OnChanged();
}
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HOW TO INTEGRATE MICROSOFT DYNAMICS CRM 2015 WITH MICROSOFT SHAREPOINT 2013

uk365guy
In this article we will see the procedure to integrate Microsoft Dynamics CRM 2015 with Microsoft SharePoint 2013, both on-premise installations.
You can use the document management capabilities of SharePoint from within Microsoft Dynamics CRM. You can store and manage documents in the context of a Microsoft Dynamics CRM record on a server that is running SharePoint and leverage the SharePoint infrastructure to share, manage and collaborate efficiently. Because the documents are stored on a server that is running SharePoint, non-Microsoft Dynamics CRM users can directly access the documents on the server, provided they have the appropriate permissions on the server that is running SharePoint Server to do so. 
Step 1: Click on CRM -> Settings -> Document Management as shown below.
 
 
Step 2: You will settings available under the document management settings.
 
 
Step 3: Click on Document Management Settings, enter the SharePoint site URL where you want to save documents. Click Next. In case you don’t have the Microsoft Dynamics CRM List Component it will give you the following warning.
 
 
 
Step 4: We need to setup SharePoint for this List Component. For that download the List component for the correct version of CRM and upload it into the Solutions Gallery of SharePoint.
 
 
 
Step 5:  Activate the solution and be sure that the Status is activated.
 
 
 
You may get errors in activation. To rectify, make sure the Microsoft Dynamics CRM Sandbox Processing Service and Microsoft SharePoint foundation Sandboxed Code Service services are started.  
 
 
 
Step 6:  Document management can be enabled for those entities in Microsoft Dynamics CRM that can be customized. By default, document management is enabled only for the following entities in a new installation of CRM.
  •  Account 
  •  KbArticle 
  •  Lead 
  •  Opportunity 
  •  Product 
  •  Quote 
  •  SalesLiterature
You can enable document management for an entity, as shown below.
 
 
 
Step 7: Once document management is enabled for an entity, you will see the option for documents as shown below.
 
 
 
Step 8:  You can add document location for this entity assuming the location is created and the appropriate permissions are set on SharePoint.
 
 
 
Step 9: And if everything goes right, you will see the familiar (at least to me) interface of SharePoint from within Dynamics CRM as shown below. You can start uploading documents and use document management functionality.
 
 
 
Step 10: In case you do not want to manage the folder structure on your own and let CRM make it for you, if the CRM List Component is installed correctly, you get an option for creating a folder structure based on the entities.
 
 
 
CRM users and non-CRM users can work together to achieve common business goals through improved communication by this integration. 
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DIFFEREBENCE BETWEEN MS CRM ONLINE AND ONPREMISE

uk365guy
               DIFFEREBENCE BETWEEN MS CRM ONLINE AND ONPREMISE 

 Many companies considering Microsoft Dynamics CRM are weighing the options of installing Dynamics CRM On Premises or going with CRM Online. In this document we compare the two platforms, look at what is similar, and compare the differences.

Core Application FunctionalityThe core application functionality is at parity, with the same core application entities and extensibility features.ExtensibilityCustomizations developed in a supported way for CRM on premise can be moved to CRM Online (and vice versa), and plugins, workflows and any custom extension can be used in either Online or On Premises deployments. Any supported code will work in both CRM online and On Premises.MobilityCRM clients for phone, tablet, and Outlook (including offline) work exactly the same between CRM Online and CRM On Premises.
Integrations with other Microsoft platformsIntegration with other Microsoft platforms such as Sharepoint, Exchange, Lync, and Yammer work with both CRM On Premises as well as CRM OnlineIf you currently use Office 365 for Exchange or SharePoint, CRM Online will allow you to standardize user management and offer enhanced server side integration with SharePoint Online, Exchange Online, and PowerBI.Data Integration OptionsIntegration options are similar between CRM online and On Premises. Third party integration tools like Scribe Insight and SSIS with Kingswaysoft work with both CRM On Premises and CRM Online. Integration performance will vary based on the data loaded. Very large data integrations are typically faster with CRM On Premises if the integration server is close to the CRM server as latency is very low. CRM Online integration performance can be improved by optimizing the integration, using the bulk load API, or by reducing latency to the cloud by running the integration from a Microsoft Azure server. 

Capability
CRM Online
CRM On Premises
Exchange synchronization
CRM for Outlook, Email Router, or Server synchronization(if using Exchange online/O365)
CRM for Outlook, Email Router, or Server Synchronization(if using Exchange on premises)
SharePoint Integration
Server Side with SharePoint Online(if using Client-side Integration
Server Side with SharePoint
Inside View (Insights)
Included
Additional cost
Social Listening
Included
Additional cost
Workflows/dialogs
200
Unlimited
Custom Entities
300
Unlimited
SSRS Reporting
FetchXML, or T-SQL from a locally replicated reporting server
FetchXML or T-SQL
Power BI Reporting
Yes
No
Upgrade/Update Process
Office 365 admin approve the upgrade it is installed, update rollups applied automatically.
Upgrade and update rollups installed by your adminstrator
Direct server access
No
Yes
Phone App
Yes
Yes if environment externally facing via ADFS
Tablet App
Yes
Yes if environment externally facing via ADFS
Storage
Limited to the amount of CRM Online storage purchased
Limited to the amount of storage available on your server
Release cycle
Two releases per year. Spring release functionality exclusive to CRM Online, so  new functionality available online first
Fail release released to both CRM Online and On Premises, includes the functionality released in the spring release.
Migrating
CRM Online customers can migrate On Premises at any time.SQL database provided to client at scheduled time that can be imported to an On Premises deployment.
CRM On Premises customers can migrate to CRM Online and customization for entities can be imported, however, on premises database cannot be moved to Online data center, so a data migration is required.
Sandbox environments
CRM Online provides non production environments as part of your subscription that can be used for dev/test/UAT. The number of organisations received depends on the numbers of users.
Non production environment can be installed, depending on local server availability.

 

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UK PHONE NUMBER VALIDATION JAVASCRIPT IN MS CRM 2015

uk365guy


                        



                      Add formatPhoneNumber function onChange Event of “your mobile attribute”

                      function formatPhoneNumber() {

                      var phoneNumber = Xrm.Page.getAttribute(“new_mobile”).getValue();
   
                     if (typeof (phoneNumber) != “undefined” && phoneNumber != null) {
                     if (phoneNumber.getValue() != null) {
                    var sTmp = phoneNumber.getValue().replace(/[^0-9]/g, “”);
                   phoneNumber.setValue(sTmp.substr(0, 5) + ” ” + sTmp.substr(5, 6));
                    }
                 }
               }




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MICROSOFT DYNAMICS CRM NEW FEATURES IN 2011/2013/2015/2016

uk365guy
Hi there

Please find the some of the new features of the microsoft dynamics crm  2011/2013/2015/2016
as follows:

This below links for Microsoft dynamics crm 2016

http://www.powerobjects.com/2015/12/15/the-force-is-strong-with-this-version-top-new-features-in-microsoft-dynamics-crm-2016-online/

What is new for Administrators and Customizers in Microsoft Dynamics CRM 2016 and CRM online

https://technet.microsoft.com/library/dn531078(v=crm.8).aspx

What is new In Microsoft Dynamics CRM 2016

https://www.microsoft.com/en-us/dynamics/crm-customer-center/what-s-new.aspx

What is new for Developers in Microsoft Dynamics CRM 2016

https://technet.microsoft.com/en-us/library/gg309589.aspx

This below links for Microsoft dynamics crm 2015

http://www.powerobjects.com/2014/09/16/top-10-new-features-dynamics-crm-2015/

What is new for Microsoft Dynamics CRM ONLINE 2015 UPDATE 1

https://msdn.microsoft.com/en-us/library/gg309589(v=crm.7).aspx#BKMK_NewInSpring2015

This below links for Microsoft dynamics crm 2013

http://www.powerobjects.com/2013/09/06/top-10-new-features-of-crm-2013/

This below links for Microsoft dynamics crm 2011

http://www.enterpriseappstoday.com/crm/top-10-features-of-microsoft-dynamics-crm-2011.html

http://www.mareeba.co.uk/blog/2011/01/microsoft-dynamics-crm-2011-new-features.html

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