MS CRM 2013 Entity Sub-grid constantly refreshes

We are making some customizations to the Account, Contact and Opportunity entities and the developers are finding out that the subgrids for Contacts, Accounts an Opportunities keep refreshing (or Flashing) as we called now.
I when and look for the cause and how to eliminate the flashing on the sub-grids.

• Select from the Navidation Settings
• Select again from the navigation Solutions or Customizations
• Click on the Main Solution we are working on or select Customize the system
• Select the Entity tab (Account, Contact, Opportunity)
• Click on Forms
• Edit the main Form for the Entity in this case Account
• Click on the Contacts sub-grid on the right column
• On the ribbon click Change Properties
• Under Data Source Section update the Default View and select the Active Contacts replacing the view called Active Contacts Subgrid View
• click on the Set button to complete the propertie changes
• Save and Close
• Do the same for the Recent Opportunities, change the subgrid default view to another
• when all the customization are completed then Publish All Customizations

Do not forget to refresh your internet explorer and try again.
So far I seen a lot better improvement on the form with a different subgrid default view and stop with the flashing notification.

hope this help!

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abe.

Microsoft Dynamics CRM 2013 and Compatibility View

We are working on a demo for a customer, and the lead asked me if I have done any code changes on the Opportunity OnLoad event, where i responded to no changes on the OnLoad event, after that I asked what was the issue and he just show me the following error message

I was looking at the Privacy settings that I just blogged about and was not related to that issue, also I check the settings for Internet Explorer in my case I’m using IE 10 and not the laters, so I change the Compatibility Settings and it seems that was the solution.


What are the Internet Explorer Compatibility settings and where to find them?

• use the ALT key to get to the tool bar for IE
• Select the Tools tab
• Under the Tools Tab you can find the Compatibility View Settings like show in the following image

• Click on the Compatibility View Settings
• The following form will show to add the website

• Click on the Add button to add the website
• Also check the option with the message “Display all websites in Compatibility View”
• Click on the Close button to complete the process

That seems to eliminate the issue with the Opportunity refresh behavior, however I seen some interesting behavior on other IE versions and it seems will not work for other versions like IE 11.


Hope this will help you to discipate some of the most common user distractions and support calls for the same IE behavior.


Please send me your comments and questions or other tips to eliminate some of these issues.

New Blog site post: microsoft-dynamics-crm-2013-and-compatibility-view

Abe.

MS Dynamics CRM Eliminating Error Notifications

Working on Mirosoft Dynamics CRM 2013 or 2011 some times we get error message notifications when we are clicking to fast or want to return to a previous screen, this is common due that we are not allowing the application to complete with client side scripts or leting complete the retrieve process, ther error message will ask if you want to send the error message to Microsoft support or discard the error message; we can disable the error message notification updating the system settings.

The following steps will gide you to update the Privacy settings that will disable the error message notification

• On the top Navigation select Settings
• When in the Settings Navigation select and Click the Administration option
• In the Administration page, on the right column click on the option for Privacy Preferences
• Select the Web error notification preference, and click on the checkbox for Specify the Web Application error notification preference on behalf of users
• Select on the option Never send an error report to Microsoft
• Click Ok button
• Refresh the page and test the changes

Now we can test the error notification is disable to ask for sending or not the error message to Microsoft. To test you can open an Opportunity and then inmediately when the information is loading, click the Back button on the browser and the web application will not display the error message notification.

This will eliminate a lot of support calls and frustrated users!

Hope this help!

Abe Saldana
CRMBuzz

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