From the Microsoft Dynamics CRM Blogs

Корисні джерела

 http://blogs.office.com/ 

http://www.microsoftblog.com.ua/ 

http://blogs.technet.com/b/tasush/ 

http://roadmap.office.com/en-us 

http://blogs.windows.com/ 

http://azure.microsoft.com/blog/  

https://community.dynamics.com/crm/b/default.aspx 

 

 

From the Microsoft Dynamics CRM Blogs: Avoiding form reload; Routing rules; Calculated fields; Casting error

  • Avoiding Form Reload When Switching CRM Forms Based on a Field;
  • Using Routing Rule Set in Microsoft Dynamics CRM 2013;
  • Calculated Fields in Dynamics CRM 2015;
  • CRM 2011/CRM2013 – Investigating a Casting Error with ActivityParty

Avoiding Form Reload When Switching CRM Forms Based on a Field

This post comes to us from Gonzalo Ruiz’ Dynamics CRM blog, offering a solution for avoiding a certain kind of double form load scenario.

Ruiz says quite often you define different forms for a given entity and you do a form switch based on a field rather than based on the security role of the user.

The problem with this approach is that there is often a double form load because when the wrong form loads, then the record re-loads using the appropriate form.

“The effect is bad user experience because the form loads twice so it doubles the form load time,” he explains.

You can find out what the solution is here.

Using Routing Rules in Microsoft Dynamics CRM 2013

On the Himbap blog, Microsoft MVP Mahendar Pal talks about a new feature introduced in Microsoft Dynamics CRM 2013 SP1 and Microsoft Dynamics CRM Online Spring ’14 that allows users define case routing rules.

Users can set up different queues based on different business scenarios and then define case routing rules to route cases to these queues, he explains.

To learn where to go to define routing rules, as well as which users can create and modify routing rules, check out the post here.

Calculated Fields in Dynamics CRM 2015

On the PowerObjects Dynamics CRM blog, Joe CRM says that often it’s necessary to have calculated fields on a form. For example, you may have a few fields and you also want to have the total on the form. Before Dynamics CRM 2013, you’d have to do calculations via JavaScript. Then 2013 introduced Business Rules, which can be used to place a calculated value in a field. The author explains:

“Let’s take a hypothetical example, where we have a few fields and we need to display the calculated total. So we have the actual item cost, the assemble cost and optional accessory cost. We want to have a field for the total cost of the assembled item.”

You can read more about calculated fields in CRM 2015 here.

CRM 2011/CRM2013 – Investigating a Casting Error with ActivityParty

On Hosk’s Dynamics CRM Blog, Hosk, aka Ben Hosking, says he was getting an odd error while he was casting an ActivityParty to an Entity.

Here’s the casting error: error in getproduct Unable to cast object of type “Microsoft.Xrm.Sdk.Entity” to type “Hosk.Dynamics.Entities.ActivityParty.”

He explains:

“What I was trying to do, is when the user updated the ServiceAppointment Entity, I would check the resources (which can either be a user or equipment). If it’s equipment, I can then look up the value of a product and show a few product details on the ServiceAppointment record. I was using early bound records but when I tried to get the ServiceAppointment.Resources I got a casting error.

Hosk knew the problem wasn’t that the Resources field was empty because he was checking it and it definitely had a value – the only problem was he got an error every time he tried to get it.

You can read about how he tracked down the error here.

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