It’s the story of the big brown bear with his death list. Continue reading

In our Dynamics CRM, we do have one single entity for companies and consolidated companies. As an example, look at this:

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YouTube or AdMob are companies, which are all integrated in the consolidated company Google LLC. (Google LLC is parent account)

And now imagine to have some opportunities for YouTube, some for AdMob and also some for Google LLC itself. Now, I want to show all of the opportunities in one subgrid as shown below. (‘Katja 1-3’ is equal to ‘YouTube’, ‘Verbund Neu Created’ is equal to ‘Google LLC’).

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This time, I want to refer to an article which helped me today: “magnetism – Adam Murchison” Editable grids are an awesome new feature within Dynamics 365, if you haven’t had a chance to play around with them then I suggest you do. Inside the editable grid the JavaScript on the main form is not […]

Sometimes, it is useful to use business process. The customer is forced to make his input in a guided way. In my case, I wanted to show the customer different fields in stage one of the business process, but I wanted to make some fields only mandatory (required), in stage two or further. The first […]

I want to check, if the user is member of a special team. If he is member of the team, I want to show some tabs. If the user is not a member of this team, I want to hide the tabs. Use following Javascript to check, weather the current user is member of the […]

Nerd

In my example, I wanted to find out GUID for a special team in CRM. So I navigated via Settings – Security to Teams: As I clicked on ‘Team’, I got the following result: I searched for my Team which is called ’54 – Corporate Finance’: I clicked on the business unit (the first blue […]

Create something great

Step 0: What we want to do We want to create a company by only clickin’ a button. After the button is clicked, we got a new company called ‘Company Obsolet’ with the phone number ‘12345’ and the fax number ‘54321’. Step 1: Create button in Ribbon Workbench You have to go to Ribbon Workbench and […]

Step 0 – What we want to do

The standard dialog process looks really ugly. There’s a huge window opening by clickin’ a button and the user sees a big white page. It looks like a beast. So let’s find the right code to make this dialog a beauty again, before the last leaf of the rose falls down to the floor.


The beast:

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The beauty:

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This is our company:

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As you can see on top, I created a button labeled ‘VERBZUTEST’ with which I want to start my dialog to add this single company to a group of company.

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