Tuesday, 19 November 2013

Dependent Picklist(Option Set) in CRM 2013

Solution Features

  • It provides a generic, re-usable JScript library that can be used for any pair of option set fields.
  • It allows for a chain of dependent option set fields. Because each dependent option set field options are filtered based on the value of another field, additional option set fields options can be filtered by the option chosen in the first dependent option set field. This allows for the possibility of a set of hierarchically dependent option set fields.
  • The filtering of dependent options is set in an XML Web resource. This allows for changing the option mappings without changing the code. Editing an XML Web resource is easier for a non-developer to configure options with less opportunity to break the code.
  • The solution supports multiple languages. The filtering is based solely on the data value of the options rather than any text in the options.
  • Filtering works for any number of instances of an attribute control on the form. 

Install the solution
Step 1 : Save the CRM solution on your disk - 
Step 2 : Import the solution – Settings / Solutions / Import Click on Browse Button and select the solution DependentPickLists_1_0_0_0_managed.zip.
Click on next buttons and close the form.
Refresh the web page.
How to Use:

 Refer to the sample example shown in the link below by Remi Boigey, Partner Technical Consultant @ Microsoft France, for implementation.
http://blogs.msdn.com/b/paf/archive/2011/04/21/how-to-easily-create-dependent-picklist-in-crm-2011.aspx

Ribbon Workbench for Dynamics CRM 2013

Dynamics CRM 2013 Ribbon Features

Ribbon Controls

Add a Standard Button
Add a Flyout Anchor
Add a Split button
Add a Menu Item
Rename an existing control
Hide an existing control
Move controls by customising tab/group/menu section

Commands

Modify standard commands
Modify display rules
Modify enable rules
Add new commands

Groups

Add a new group to an existing or new tab
Move a group within an existing or new tab
Change the position of buttons
Change the layout template of an existing or new tab
Rename an existing Group

Menus

Add additional menu sections to an existing menu
Add new menu items
Re-order menu items and sections

Tabs

Add a new Tab
Customise an existing Tab
Rename an existing Tab
Change the scaling behaviour

Ribbons Types

Entity & Application
Home Page
Sub Grid
Form Ribbon
Visualisations Tab
Jewel Menu
Support for Command Bar editing in CRM 2013 Dynamic switching between Command Bar / Ribbon

 Ribbon Workbench for Dynamics CRM 2013 beta is available for download below:

Scalable Security Modeling with Microsoft Dynamics CRM 2013

Scalable Security Modeling with Microsoft Dynamics CRM 2013



I am pleased to announce the release of the white paper, Scalable Security Modeling with Microsoft Dynamics CRM 2013, which is available for download from the Microsoft Download Center at:
http://go.microsoft.com/fwlink/?LinkID=328757.


This paper describes how security modeling features in Microsoft Dynamics CRM for authorization work at scale, the implications associated with these features functioning at high volumes, and guidance on common and recommended usage patterns for modeling Microsoft Dynamics CRM security at scale, incorporating teams as appropriate.  


Find out what’s changed in Microsoft Dynamics CRM 2013

Find out what’s changed in Microsoft Dynamics CRM 2013

  • Goodbye Navigation Pane
  • Hello, Customer Data
  • Find work areas under the logo
  • Find the different record types
  • Check what’s under more commands
  • Pick up where you left off
  • Quickly navigate to other related info
  • Enter data in new ways
  • Edit info inline
  • Quickly create new records
  • Add notes
  • Follow guided business processes
  • Track key decision makers for your deals
  • Add or edit product items inline
  • Records are saved automatically
  • Looking for your reports
  • Find the Run Reports command
  • Locate the Advanced Find command
View & Download ebook at : http://rc.crm.dynamics.com/rc/downloads/Whats_changed_in_CRM_2013.pdf