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!

New CRMBuzz.co blog post

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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Abe Saldana

Microsoft Dynamics CRM 2013 New Features Videos

 

Getting started with Microsoft Dynamics CRM 2013

Here are some tips to help you get started with Microsoft Dynamics CRM 2013. Learn how to get around, and how to work with dashboards and contacts

Getting started with Microsoft Dynamics CRM 2013

Microsoft Dynamics CRM 2013 User Experience Overview

The new Microsoft Dynamics CRM has a cleaner, faster and more intuitive user interface, all to drive your productivity. In this video, Eric Boocock, Senior Product Marketing Manager at Microsoft Dynamics shows new elements like the touch enabled navigation model, a new version of the customer record, a new command bar and more. Eric also demos the new Microsoft Dynamics CRM, in Firefox.

Microsoft Dynamics CRM 2013 User Experience Overview

Business Process Overview

In this video, Eric Boocock, Senior Product Marketing Manager for Microsoft Dynamics CRM shows you how agile process guidance lets you rapidly respond to a changing business. Learn how processes change Microsoft Dynamics CRM from data capture system to outcome driven and how to build and configure processes to meet your business needs

Microsoft Dynamics CRM 2013 Business Process Overview

 

Microsoft Dynamics CRM 2013 for Tablets

Mobile applications keep sales people connected to data, team members and customers. With access to Microsoft Dynamics CRM on your Windows 8 tablet, you have the tools you need to not only look smarter but be smarter. Eric Bookcock, Senior Product Marketing Manager for Microsoft Dynamics CRM shows how you can build relationships with your customers, on the go, through Microsoft Dynamics CRM for tablets.

Microsoft Dynamics CRM 2013 for Tablets

 

Abe Saldana

This is my personal opinion and not represent my employer or Microsoft

Microsoft Dynamics CRM 2013/2011 Make Happy Customer Stories

 

The Live Global Launch this  past Monday (11/04/2013) Microsoft Dynamics CRM 2013 from Barcelona, Microsoft showcase some of the most interesting customer stories like Pandora, ServCorp and Metro Bank (even having champagne on stage), these are just some of the 74 videos with customer stories, that have a total of 3 hours and 50 minutes of content for your sales representatives to show to the potential customers how Dynamics CRM 2013 will be the better choice for your next cloud based CRM application on comparison with other competitors.

Review and follow some of the stories and customer implementations using the most updated CRM version 2013, with new features and benefits for the organizations.

The following is the YouTube link with 74 videos with companies like:

• Hitachi Solutions America
• Pandora
• Metro Bank
• ServCorp
• Nissan
• PGA Tour
• Element Six

and many more other customer stories

Microsoft Dynamics CRM 2013 Make Happy!

 

 

 

Abe Saldana

This is my personal opinion and not represent my employer or Microsoft

Microsoft Dynamics CRM 2013 Adding a custom button to the Home Grid

 

Today I received a call from a customer that had been upgraded to Microsoft Dynamics CRM 2013, and was looking for the custom buttons we created on MS Dynamics CRM 2011 and now with the upgrade they are not display or not showing for the Entity Home Grid.

Immediately went and  look for the buttons and realized the custom button  was not available anymore, the JavaScript web resource the button called was there and enabled, next on my plan was to add the buttons back.

In this case I when and look for a CRM 2013 Ribbon tool, and found a beta version for Ribbon Work Bench 2013, that help me to create the buttons I need for the customer

Develop1 – Ribbon Workbench for CRM 2013

The only limitation is that by default the entity will only display 5 elements (buttons) on the navigation at any time, so depending on the need the button will need to move back to the initial of the list, in the other case it will end up on the “…” list items

Let me show you about this limitation or what I called the Quick 5.

Not on the Quick 5 buttons

 

Hope this will help you in the same way help me to understand the new CRM 2013 UI and Navigation.

 

Abe Saldana

This is my personal opinion and not represent my employer or Microsoft

CRM 2013 Custom Site Map section and Ribbon Button

 

Working on updating and upgrading solutions to the new UI for CRM 2013, we encounter that the customer and sometimes even us (Developers and Customizers) are lost in the new CRM 2013 navigation, and need to remember where we put the custom entities and how the development was assigned to the original sections (Sales, Service, Marketing, Settings). for that reason I used the Sitemap tool and created a section called “Custom Area” and added the custom entities to that section or tab.

These are some of the screen shots I got for the  demo version I created as a proof of concept

then next I was able to add custom entities to the navigation tab

when I created the Sitemap I was able to see the custom area as part of the entity definition and configuration, also I was able to assign the custom entity or other entities to the same custom area, like in the previous screen shoot I was able to assign the Account entity.

 

Using the SiteMap tool (XRMToolBox by Tanguy92 )

The sitemap tool used to customize the navigation was a CRM 2011 version, so you can use the tool and make updates to  CRM 2013

 

 

Our customer is now happier to find the custom entities and related information on a single location.

This will help is some cases, however having an option for the customer to continue be productive and not to be looking all over the navigation and try to remember the location that was on the previous version site map; at the end is better to have a happier customer than been annoyed by the upgrade.

 

Abe Saldana

This is my personal opinion and not represent my employer or Microsoft.

How to add a Subgrid Ribbon Context Button to Update a field using oData!

I got the request on one of my projects for Dynamics CRM 2011, to add a button for the subgrid context, that when the user selected one of more than one record the button will be enable and the button will update one of the status fields for the Event Attendance, not the most common thing for me, however I decided to tackle the request.

I used the following Tool Visual Ribbon Editor, and you will see screenshots for the button configuration.

Created the Button and called "Attendance", the next step is to create the Actions and the Enable Rules

in the actions I created a JavaScript function with the name "processrecords" a lot of imagination on the function name. Added to the library EventAttendee_Ribbon.js  web resource file, and the most important part was the CRM Parameter

Cmd Parameters: SelectedControlSelectedItemIds (this will pass the parameters for the function and then assign the Grid Selected ID’s)

Next the options for Enable the button when selecting 1 or more records from the subgrid.

Applies to: SelectedEntity
Maximum:
Minimun: 1

Save and Publish the button configuration, update the web resources for the JavaScript

Testing the Button and selecting a couple of records

Final Test Results and Validation.

The following is the Javescript code I used to update the values for the record. the code was using oData and JQuery to update the selected records.

 in the same web resourse file I included the Jquery.js, also the SDZK.Rest.js and finally the code on the next image

Hope this help you in your projects.


Abe Saldana.