Category Archives: CRM 2013 New Features

Enable Form Notifications

The question was asked!, how can I enable the Form Notifications on Microsoft Dynamics CRM 2013.
The notification section is not available on all the forms, like custom entity forms, and I want to add notifications to those forms with other validation on fields events.

using the browser developer tools on the forms where the notification is available, i found the following element “crmNotifications” that will display the notification and show the message

///////////////////////////////////////////////////////////////
// Enable Form Notifications
///////////////////////////////////////////////////////////////


function Notifications() {

    var crmNotificationsDiv = document.getElementById("crmNotifications");
    crmNotificationsDiv.style.display = "block";

    Xrm.Page.ui.setFormNotification('Notifications Error', 'ERROR', '1');
    Xrm.Page.ui.setFormNotification('Notifications Warning', 'WARNING', '2');
    Xrm.Page.ui.setFormNotification('Notifications Info', 'INFO', '3');
    alert('Completed Notification!');
}

function NotificationMsg(FieldName, Msg, TypeMsg, MsgId) {
    var crmNotificationsDiv = document.getElementById("crmNotifications");
    crmNotificationsDiv.style.display = "block";

    Xrm.Page.ui.setFormNotification(Msg, TypeMsg, MsgId);
    Xrm.Page.ui.setFormNotification(Msg, TypeMsg, '2');
    Xrm.Page.ui.setFormNotification(Msg, TypeMsg, '3');
    Xrm.Page.getControl(FieldName).setNotification(Msg);
}

function clearNotifications(FieldName, MsgId) {

    Xrm.Page.ui.clearFormNotification(MsgId);
    Xrm.Page.ui.clearFormNotification('2');
    Xrm.Page.ui.clearFormNotification('3');
    Xrm.Page.getControl(FieldName).clearNotification();

    var crmNotificationsDiv = document.getElementById("crmNotifications");
    crmNotificationsDiv.style.display = "none";
}


The code will help you to add a message on a single line or the same message on all 3 lines, also you can assign the message to a specific field, the clearNotifications as the function indicates will clear all the messages on the notifications section.

I been using the following functionality, with my custom entity forms and it works fine, a little more work need to be implemented but that will be implemented in the near future.

hope you can use the following code!, and also please remember that the code is unsupported and can stop working with the coming roll up or Service packs updates.

Contact us for a free consultation if you have any further questions.

Abe Saldana.

Microsoft Dynamics CRM 2013 Customization New Features – Customizable Tool Tips

Microsoft Dynamics CRM 2013 Customization New Features - Customizable Tool Tips
Microsoft Dynamics CRM 2013 Customization New Features – Customizable Tool Tips

This course describes how to use customizable tool tips in Microsoft Dynamics CRM 2013.

the tooltip uses the Field metadata and the description to display the tooltip description.

How to change the settings to use Skipe or Lync to make the calls when clicking on a phone number

Setting –> Administration –> System Settings –> General  and select Skipe or Lync and then click OK button.

abe.

Global Launch!

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! Playlist Link for all videos!

 

 

Abe Saldana

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

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 Link

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 Link

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 Link

 

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 Link

 

Abe Saldana CRMBuzz.co

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