Tag Archives: Dynamics CRM Orion

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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CRM 2013 Beta: Business Process Flows Part 3

The third part of this post is about extending the business process flow for a single entity, which was discussed in this post, to a multi-entity flow. If you are not sure what a business process flow is in Dynamics CRM 2013, take a look at another post here.

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CRM 2013 Beta: Business Process Flows Part 1

CRM 2013 has introduced a new functionality known as “Business Process Flows” (not to be confused with “Business Rules”, “Real-Time Workflows” or “Background Processes” – they are all different functionalities in CRM 2013!). In this post I shall focus on “Business Process Flows” and why I think this is one of the most important new additions to Dynamics CRM 2013.

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CRM 2013 Beta: Business Rules

Note: CRM 2013 is not due to be released until October 2013. The information provided in this blog might different from the final product.

CRM 2013 provides a new functionality called “Business Rules” (not to be confused with “Business Processes”). It gives non-technical users the ability to do several kinds of client-side validation that require Javascript (i.e. development) in CRM 2011. When I first heard of this functionality I was fairly excited. After all, the less scripts required, the less development required, the less gap to meet; that hopefully means cost-saving for the customer. What’s not to like?

However, I started to play with it in the beta release of CRM 2013 and I found the functionality somewhat incomplete. Let me elaborate in this post….

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CRM 2013 Beta: The Dreaded Form “Auto-Save”

Note: CRM 2013 is not due to be released until October 2013. The information provided in this blog might different from the final product.

Why the title to this post you ask? This is because an auto save functionality means most developers would have to seriously rethink the way they develop their plugins, workflows and client side Javascript to prevent code from triggering excessively of course. That is, more work to do for a developer!

Let’s start by taking a look from the end-user’s perspective.

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