CRM 2013: JavaScript – Retrieve record using OData/REST endpoint without jQuery

The CRM 2013 SDK states that jQuery in form scripts and ribbon commands is not recommended. So how do I RETRIEVE (or create, update, delete) attribute values for a related record using JavaScript? It turns out that using Ajax and the OData endpoint to manipulate the XMLHttpRequest object is the key.

In addition, I shall make use of several new XRM methods, including “Save”,  “alertDialog” and “getClientUrl” method. So, here we go!

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CRM 2013: Install CRM Server and Reporting Extensions With Minimum Permissions and Without Internet

How do we install CRM 2013 Server where the server has no internet access and CRM must be installed with the minimum set of permissions possible? Rather painfully but it can be done! To find out, read on…

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CRM 2013: How To Set A Lookup Value With Non-Primary Field As Reference When Importing Csv Data?

How do I set a lookup field on an imported entity record when I only have a non-primary (text) field as reference to the lookup entity?

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CRM 2013 Beta: JavaScript – Form/Control Notifications and Preventing Autosave

In this post I shall discuss some of the new ad exciting changes in the CRM 2013 SDK for client side JavaScript. In particular I shall highlight 4 new Xrm.page methods to do with placing notifications on a CRM 2013 form, and how to prevent auto-save via JavaScript.  To find out more, read on…

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CRM 2013 Beta: Real-Time Workflows

In this post I shall discuss real-time workflows, a very nice functionality that Microsoft introduced in Dynamics CRM 2013. The concept of workflows have been around since Dynamics CRM 3.0, but throughout the releases for Dynamics CRM 4.0 and Dynamics CRM 2011, workflows have always been asynchronous (once triggered, the process is run in the background). In this latest incarnation of Dynamics CRM 2013, the ability to build real-time workflow means developers no longer have to rely on writing client-side JavaScript or CRM plugins to handle synchronous processes.

Note: Workflows in Dynamics CRM should not be confused with “Business Rules” and “Business Process Flows”. For more information on both of those topics, see my earlier posts on Business Rules and Business Process Flows.

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CRM 2013 Beta: Inline Lookup, Inline Subgrid and Composite Controls

CRM 2013 has introduced three new controls that users can work with on an entity form that has been “refreshed” (i.e. a form that is displayed in the new UX offered by CRM 2013). In this blog post I shall focus on these three controls, namely, inline lookup control, inline subgrid controls and composite controls.

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