Microsoft Dynamics CRM 2013 Notebook

In this post, I am going to note down all the useful add-ons, information, tips and tools regarding with MS CRM 2013.


Add-ons

Advanced Find on record forms (CodePlex)
CRM Chart Map (CodePlex)
Custom Ribbon Button to get the Guid of the record
Dynamics CRM Custom Email - Email Templates for Custom Entities (CodePlex)
Duplicate Detection (CodePlex)
EasyNavigate SiteMap (CodePlex)
Form Message Web Resource (CodePlex)
Multi-Entity Search with SparkleXRM (GitHub)

Quick Navigation Web Resource (CodePlex)

Quick View Menu (CodePlex)
Properties dialog

Start Menu style navigation
Tool Tip Manager
tuneMultiCheckBox (CodePlex)

Libraries/Frameworks
BPFHelper Library (CodePlex)
CrmRestKit.js (CodePlex) (How to)
PFE Core Library for Dynamics CRM (CodePlex)
SparkleXrm - Features (GitHub) (Code Snippets)
XrmServiceToolkit (JavaScript Library for MSCRM 2011 & 2013) (CodePlex)

Information

Depreciated Features

• 2007 WebService Endpoint
• CRM 4.0 Custom Workflow Tools
• CRM 4.0 Client Side Scripting
• CRM 4.0 Plugins
• Duplicate Detection
• ExtensionBase tables
• Get Started Pane
• ISV Folder
• Read-Optimized Forms
• Solution Down Level Tool
• Workplace and Personalization Options

New Features

• Access Teams
• Auto-Save
• Bing Maps Integration
• Business Process Flow for All Entities
• Business Rules/Portable Business Logic (PBL)
• Composite Controls
• Command Bar in place of Ribbon
• Custom Actions
• Customizable ToolTips
• ExecuteAsyncRequest (only for ImportSolutionRequest)
• FetchXML Enhancements
• Image Field
• Inline Editable Grids
• Inline Lookup Controls
• Mobile Client App (MoCA) (Download Links)
• New Client API Methods (JavaScript)
• Javascript Notifications (setNotication vs setFormNotification)
• Save & Refresh
• Client Methods (getClient, getClientState)
• Dialogs (alertDialog, confirmDialog)
• Context Methods (getUserName)
• Data Methods (getIsValid, setFormDirty)
• Entity Methods (getPrimaryAttributeValue)
• Attribute Methods (setPrecision)
• Control Methods (setShowTime, setIsAllDay, addCustomFilter, addPreSearch, removePreSearch)
• Utility Methods (isActivityType, openEntityForm, openWebResourceDialog (Postponed to next release))
• Quick Create Forms
• Quick View Forms
• Security Role Specific Dashboards
• Simplified Navigation
• Social Pane
• SQL Encryption
• Synchronous Workflows

9 Nifty New CRM 2013 Features
Top 10 New Features of CRM 2013
TOP 15 New Features of CRM 2013
Top 7 New Features in CRM 2013
New Features & Comparison of Microsoft Dynamics CRM 2011 versus CRM 2013
Upgrading to the CRM 2013 User Experience
What’s changed in Dynamics CRM 2013
What’s new in CRM 2013 for Developers
What’s new for CRM Online Fall '13 and CRM 2013
Microsoft Dynamics CRM 2013 What's New slide

Changes in CRM 2013 Service Pack 1
Configuration Migration Tool
Case Creation and Routing (Details)
Entitlements
Number of Command Bar Buttons
Queue Enhancements (Part 1, Part 2)
Server-Based Sharepoint Integration
Service & Case Changes
Service Level Agreements
Service Management module
Status Reason Transitions (Part 1, Part 2, Part 3) (another blog Custom State Model Transitions)
Timer Control
Unified Service Desk aka USD

PowerObjects Spring ’14 Wave Update
Close a Case with Open Activities
Create Holiday Scheduling
Create Parent and Child Case Relationship
Parent and Child Case Settings Configuration
Plug-in Registration Tool Gets New Look
Service Level Agreements

New Feature blogs by cRM Musings (Service Management, Service Queues and Routing, Service Management SLA's)
New Features in Dynamics CRM 2013 Service Pack 1
New Help Center for Dynamics CRM Online Spring ’14 and Microsoft Dynamics CRM 2013 SP1
Top 10 Spring ’14 Wave Updates for Dynamics CRM
What’s new for CRM Online Spring '14 and CRM 2013 Service Pack 1
What’s New in the Spring ‘14 Release / Service Pack 1 (Case Hierarchies, Entitlements, SLAs, Insights)
What's New With Queue

What’s New in Dynamics CRM Spring ’14: Marketing

Microsoft Dynamics CRM 2013 White Papers & Technical Documentation
Microsoft Dynamics CRM 2013 Implementation Guide
Microsoft Dynamics CRM 2013 Software Development Kit (SDK)
Microsoft CRM Online Data Migration to Microsoft Dynamics CRM on-premises
Configuring Claims-based Authentication for Microsoft Dynamics CRM Server
Process Enablement with Microsoft Dynamics CRM 2013
Microsoft Dynamics CRM 2013 for E-mail Router Installing Guide for use with Microsoft Dynamics CRM Online
Microsoft Dynamics CRM 2013 Logical Entity Relationship Diagrams
Manage Your Microsoft Dynamics CRM Online Subscription
Access Teams with Microsoft Dynamics CRM 2013
Scalable Security Modeling with Microsoft Dynamics CRM 2013
Microsoft Dynamics CRM 2013 Performance Counters
Connectivity and Firewall Port Requirements for Microsoft Dynamics CRM 2013
Delivering an Extensible CRM Solution Using Agile Development
Using multi-tenancy in Microsoft Dynamics CRM 2013 to address challenges in enterprise business environments
Microsoft Dynamics CRM Online security and service continuity guide
Microsoft Dynamics CRM Online security and compliance planning guide

Microsoft Dynamics CRM 2013 Resources

Microsoft Dynamics CRM Online SDK

Useful Dynamics CRM 2013 Documentation
Videos & eBooks
Video resource knowledge base
New Videos for Microsoft Dynamics CRM 2013 SP1 and Spring '14

Others
Access Teams in a Nutshell
Common queries regarding Dynamics CRM Asynchronous Service
Compatibility with Dynamics CRM 2013
CRM admin best bets
CRM for tablets browser and app support
Default status and status reason values
Explaining the built-in SYSTEM and INTEGRATION users
Keyboard shortcuts
Maintenance Jobs
Microsoft Dynamics CRM 2013 Resources
MSCRM Videos & eBooks
Multiple Currencies
Owner Teams vs Access Teams
Save Event Arguments
Upgrade Tips and Considerations for CRM 2011 to 2013 (Part 1, Part 2)and other information

Tips
.NET
Manage Appointment Status Reasons (Adding Optionset Values for System Attributes through API)

Business Process Flow
Enable Business Process Flows for Custom Entity

How to Change a business process

Manage Cross-Entity Business Process Flows

Charts
!!!Placeholder

Command Bar
Create a command bar button for your custom activities
Showing "Save and New” button
Resend stuck emails
Restore Add Activity buttons
Restore Hidden button on the Command Bar

Custom Workflow Activities
Manage Access team membership using connections

Customization
Access Team View in Dynamics CRM
Add Mail Merge Button
Adjust Field Label Sizes
Controlling Access to Access Team Templates
Create a Customer Service Schedule for SLA
Create a 1:1 relationship
Create new Exchange Email Server Profile
Design and scalability considerations when using Access Teams
Embed Charts into Forms
Expand the Email Description Field in Dynamics CRM
Make a subgrid “+” button launch a new record form
Make the SLA timers change colour
Manage Auto-Save
Pass Custom Parameter with query string
SharePoint Integration
Use Hyperlinks & Images in KB Articles

General
All you want to know about Auto-Save
Capture a signature in a CRM form using html5
Change Navigation Bar Colours and Sandbox Text (Dynamics CRM On-premise Sandbox Instances)
Colorizing Service Calendar
Color Code Your Calendar for Tracked Appointments in Microsoft Dynamics CRM
Create Lookup Attributes
Data Encryption
Data Migration Tips
Disable Notes Section
Disable Welcome Screen
Display a CRM Dashboard in an HTML Page
Enable Text Selection on CRM Web Resources in Dynamics CRM
Extend the 10000 Record Limit when exporting to Excel
Increase the performance of crm form
JavaScript Bookmark to Enter Debug Mode of CRM Form (Show Logical Names of the Attributes) in CRM 2011/2013
Logging and Handling Microsoft Dynamics CRM 2013 Exceptions (Part 1, Part 2)
Migrate to the cloud
Monitor CRM System
Move reports to new SSRS server
Performance Report

Remove CRM generic script error popup
Restrict AD browsing when adding new users

Show Overlay Rather than open a new window
Test CRM for Tablets from a PC browser
Use Custom Actions as Storing the Value for Configuration
User-Owned or Organization-Owned Entities?
Utilize GUID’s for Importing Data to Multiple Orgs
What to Do with Unwanted Activity Types

JavaScipt
Add a button on Form
Attach OnClick event in Sub grid Records Using JavaScript
Block click-to-call in CRM
Bookmarklets to aid Microsoft Dynamics CRM 2013 Development
Change color for text fields
Change Grid view background color
Create dialog windows
Disabling all fields
Dynamically Set the Document Location with JavaScript
Filter data grid values
Filter Lookup using addCustomFilter
Form Notification With Timeout
jQuery and Dynamics CRM 2013
Hide Post Tab in Social Pane
Highlight lookup Border in case of error
Leverage Actions to get around JavaScript cross-domain challenges
Lock Read-only users from Form ribbon click
Manage Auto-Save for individual forms of entity
Manipulate Look up to show Multiple Entity Record
Open Dialog box like CRM 2013
Open Entity Form in new Window
Open pre-populated child record form
Populate the Email “FROM” field with the Email address of the user’s Queue
Put Icons in Sub-grids
Read SubGrid Records using JavaScript
Regex for JavaScript mobile phone validation
Retrieve image using JS and ODATA
Retrieve Single Record with ODATA in CRM with Java Script
Retrieving Multiple Records with ODATA in CRM with Java Script
Retrieve record using OData/REST endpoint without jQuery
Script Loading Deep Dive
Sdk.Soap.js
Show your dialog in CRM 2013 modal style
Simulate OnLoad Event for Form Updates
Update Entity Image using Rest endpoint without jQuery

Portable Business Logic (PBL)
Business Rule Scope Defaults
Create If Then Else Logic in Business Rules
Hide a Field with Portable Business Logic
Hide a Tab using Portable Business Logic
Understanding Portable Business Logic
Show Language specific error messages using Business Rules/PBL

Plugin

Create folder in sharepoint site from CRM record via plugin
Create word file from html and send it as attachment
Difference between setting OwnerId and AssignRequest in Create Plugin
Download the attachment of a note within a plugin
Generate SSRS Report as PDF Using Plugin
Trigger Plugin from Ribbon Button Using Custom Actions
Update Opportunity on 'Close as Won' or 'Close as Lost'
Use of Shared Variables in Plugin

Process
Automatically Triggered Background Workflow Processes Scope
Execute a Workflow Upon Change of Business Process Flow Stage in Dynamics CRM
Reminder Workflows Done Right

Report
Access "Special" Activity Data with CRM Report Wizard
Audit Report in SSRS
Convert Dynamics CRM Entity GUID in SSRS
CRM Report Scheduler
Right and Centre Align Images in a Table
Use SSRS To Show The Report Hierarchy (Part 1, Part 2)

Sample Codes

.NET Sample Codes
Add Notes Attachment in Email
Attach SSRS Report in Email Attachments
Change process and stage programmatically
Create Custom Actions
Create Email
Duplicate Detection for Qualify a lead to an Account
Get Business Closure Dates
Get label and value for OptionSet in CRM
Read all Notes having attachment related to case entity
Usage of Custom Actions in .NET and JavaScript

JavaScript Sample Codes
Basic JavaScript Reference
Clone/Copy Existing Record by Auto Populating Values without Saving the Record
Get the Object Type Code of an EntityPrevent a record from being saved
Lock Form using script along with locked panel in footer
Refresh Form using script
Set Unresolved Email Id's in party List from Java Script
Show Business Process Area expanded on form
SOAP Authentication to CRM Online using JavaScript
SOAP Authentication to CRM On Premise (ADFS) using JavaScript
Usage of Custom Actions in .NET and JavaScript

SQL

Get the sql server database of an organization
Query License Key
Query Report Definitions
Usage Audit Report
Use SQL Tracing to find the SQL query generated for Dynamics CRM Platform Operations for CRM On-Premise

Third Party Libraries
Bootstrap and Dynamics CRM 2013
JqGrid Theme
Resco javascript Fetch all account example
Simple Dynamics CRM Lookup using Kendo UI

Unsupported Customizations
Change UI, CSS and Navigation Bar


Tools
Configuration Migration Tool
Custom Code Validation Tool (Download)
CRM DevTools (Chrome Extension)
CRM Early Bound Generator (CodePlex)
Dynamics CRM 2013 Easy Solution Importer
EasyPlugins - Setting up Plugins in Graphical Way (CodePlex)
Legacy Code Checker Tool (Download)
Local to Global Option Set Converter (CodePlex)
Migrating Images from Notes to EntityImage (XrmToolBox Plugin)
PFE CRM Trace Tool
Security Role Browser (CodePlex)Trace Reader (CodePlex)

Demian_Rasko's Toolbox for Dynamics CRM 2011/2013 (CodePlex)

• Currency Exchange Rates

MSCRM ToolKit (CodePlex)

• Reference Data Transporter
• N:N Associations Transporter
• Data Export Manager
• Export Entities Structure
• Deployment Properties
• Solutions Transporter
• Solutions Import Jobs Viewer
• Workflow Execution Manager
• Records Counter
• Audit Export Manager

XrmToolBox (CodePlex)

• Access Checker
• Assembly Recovery Tool
• Attribute Bulk Updater
• Audit Center
• Easy Translator
• FetchXml Tester
• Form Libraries Manager
• Form Parameter Manager
• Iconator
• Metadata Doc Generator
• Privileges Discovery
• Role Updater
• Script Finder
• SiteMap Editor
• Solution Import
• Solution Transfer Tool
• Sync Filter Manager
• View Layout Replicator
• Web Resources Manager

Tutorials
Dev VM and Connectivity(Hyper-V)
Install Email router
Installation steps of Microsoft Dynamics CRM 2013
Setting up a Microsoft Dynamics CRM 2013 development server on Windows Azure
Setting up Visual Studio with the Developer Toolkit for Microsoft Dynamics CRM
Update Plugin Tutorial using the CRM 2013 Development Toolkit

Solution Samples
Add Title and Case Number to the Subject Line of an Email sent from CASE entity
Automated Deployment of Solutions and Data Automatically (Application Lifetime Management Part 1, Part 2, Part 3, Part 4)
Dashboard Samples
Display Microsoft CRM records with no recent Activities
Field Inspection for Dynamics CRM 
Financial Services Demo
Find Open Opportunities with NO Activities (without having to use FetchXML)
Measure KPI’s with a Custom Entity (Video Tutorial)
Set Ticket Aging with Workflow
Simple Approval Process


Workaround Solutions
Context Sensitive Sub-Grid Commands (SubGrid to Associated View button missing)
CRM will not work if IE Add-on blocking is enabled via Group policy
Custom Code creating a report as a PDF attachment in SP1
Custom Filter Error There was an error processing your request
Dynamics CRM service accounts when Reports created by report wizard fail during execution
Field that has an enabled event is disabled in bulk edit
rsProcessingAborted Error Fix: Setting up Service Principal Names SPN values for Microsoft

Others
Articles
Real Time Workflow or Plugin?

Books
CRM Book - PowerObjects

Exam
MB2-703 – Business Units and Security Roles Study Information
MB2-703 – Customization and Configuration Certification Solution Exam Cram Notes

Installation and Configuration
Required Components Direct download links
Setup Document Management with SharePoint Online and Microsoft CRM Online (2013)

Integration with Others
Card Scanner in Dynamics CRM
Conditional Formatting In Outlook for Dynamics CRM Data
Microsoft SharePoint 2013/2010 Document Management Integration (Part 1, Part 2, Part 3)
Simple CRM Lead Capture using Azure & Web API
Stop Automatic CRM to Outlook Syncing for Contacts
Use Google Maps in Dynamics CRM
Yammer Configuration On-Premise

Update Rollups and Service Packs
Update Rollup 1 (Build Number 6.0.0001.0061)
Update Rollup 2 (Build Number 6.0.0002.0046)

Service Pack 1 (Build Number 6.1.0000.0581)

Useful Libraries
CSV Helper

Others
Fiddler2: The tool that gives you Superpowers – Part 1, Part 2, Part 3, Part 4
JavaScript Fundamentals for Absolute Beginners