Some helpful Dynamics CRM workarounds and tips that will save you time

Some helpful Dynamics CRM workarounds and tips that will save you time:

dynamics-crm-webrange-tips

1.  Remove Entity from Advanced Find without removing users access via security role

If you just want to remove the entity from the AdvancedFind and still want users to access the entity from the CRM’s other areas like main menu and from related entities, you should be able to do this using the SDK.

The sample code if provided in the above mentioned link.

2.  Filter a lookup field in Business Process flow (BPF) in Dynamics CRM

Unfortunately there is no out of the box way to apply “related records filter’ on a lookup field in the Business process flow.

But from Dynamics CRM 2013 onwards  it is possible to access the fields in BPF via JavaScript and achieve similar results. The sample code if provided in the above mentioned link.

3.  Enable Save button on Quick Create forms after validation errors using javascript

There is a bug in Dynamics CRM quick create forms. After the validation is fired, the save button is disabled and it won’t let you save the form even after correcting the validation errors.

The workaround is given in the above link.

4.  Use JavaScript to automatically select the correct Business Process Flow based on a Field Attribute in Dynamics CRM

This one is one of my favorite automatons.

With the release of Dynamics CRM 2015, it is now possible to use JavaScript to change the selected Business Process Flow based on a Field Attribute’s value. The Xrm.Page.data namespace is extended to include methods under Xrm.Page.data.process. The full JavaScript code is given in the above link.

5. Improve the performance of Dynamics CRM pages

If you are facing performance issues on Dynamics CRM page load you should try the tips provided in the above link.

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Ricky Saini

Ricky Saini
Dynamics CRM, SharePoint, Office 365, Windows Azure and .Net Architect/Consultant/Freelancer in Australia ( Melbourne, Sydney and Canberra)

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