Lock or Unlock Business process flow fields using JavaScript in CRM

Use the below syntax to lock or unlock the business process flow fields in a crm record using javascript,

Lock:

Xrm.Page.getControl(“header_process_FieldSchemaName”).setDisabled(true);

UnLock:

Xrm.Page.getControl(“header_process_FieldSchemaName”).setDisabled(false);

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Email Signatures in Dynamics 365 9.X

It is an interesting feature to add your different Email Signatures for every email that you send, like the same we do for outlook.

Follow the below steps to create Email Signatures in Dynamics 365 9.X.

Step 1: Login Dynamics 365 CRM and Click on Settings/ Gear Icon on the Top Right Corner of the CRM page.

Email Signatures - Options

Step 2: Click on Email Signatures and Click on New.

Email Signatures - Create New

Step 3: New Email Signature record will be opened and give the Title of the Signature, select the Language and custom Email Signature in the Email Body.

Save the record.

If you want this Email Signature to make it as Default for any Email that you send, click on Set as Default button on the Ribbon.

Email Signatures - Save Signature

If you don’t want this signature to be default, then click on Remove Default on the Email Signature record.

Email Signatures - Remove Default

Step 4: To test this Signature, Go to Sales -> Activities and click on Email button on the ribbon.

Email Signatures - Create Email record

Step 5: New Email record will be opened with the Default Signature.

If you want to insert any other signature, click on INSERT SIGNATURE button on the ribbon.

or

Click on the Icon as shown in the below picture.

Email Signatures - Insert Signature in Email

Hope you have learned a new feature today 🙂

 

How to get list of all Entities Display Name, Logical Name and Other info using SQL Query in MSCRM?

Use the below query to get all the list of Entities Display Name, Logical Name and Object Type Code.

SELECT 
DISPLAYNAME.LABEL 'Display Name', 
EV.NAME 'Logical Name',
ObjectTypeCode 'Object Type Code'
FROM 
ENTITYVIEW EV INNER JOIN 
LOCALIZEDLABELLOGICALVIEW DISPLAYNAME
ON (EV.ENTITYID = DISPLAYNAME.OBJECTID) AND (DISPLAYNAME.OBJECTCOLUMNNAME = 'LOCALIZEDNAME')
WHERE 
LANGUAGEID = 1033 -- Add this if you want to filter records using language Id. For Example : LANGUAGEID 1033 is English
--AND ISCUSTOMENTITY = 1 -- Remove this if you want to show the system entities as well 
--AND ISACTIVITY = 0 -- Add this if you want to filter out the activity entity
--AND EN.NAME NOT LIKE '%MSDYN%' -- Add this if you want to remove like post album, filter, etc
ORDER BY 1

Output:

How to get list of all Entities Display Name, Logical Name and Other info using SQL Query in MSCRM

Inspired from Miss Dynamics CRM blog

How to get the number of Tables and their records information in MSCRM On-premise?

Follow the below steps to get the volume of Tables,

Step 1: Open MSCRM SQL Database.

Step 2: Under Databases, select the required <CRM_Org_Name>_MSCRM database. Right click on it and click on Reports -> Standard Reports -> Disk Usage by Table.

Disk Usage by Table

Step 3: Disk Usage by Table report will be displayed as shown below.

Disk Usage by Table Report

Other way to do the same is,

Step 1: Select the required MSCRM database. Click on F7 or View -> Object Explorer Details.

Disk Usage by Table - View Object Explorer Details

Step 2: Object Explorer will be opened in a new window. Right click on the header to select the required data columns to be displayed as shown below.

Disk Usage by Table - Object Explorer Details

Hope you got the results successfully :):):)

How to enable Image for an Entity in Dynamics CRM?

I have created a custom entity named “Country” and want to set an image for it.

Follow the below steps to do the same.

Step 1: Open CRM. Goto Settings -> Customizations -> Customize the System -> Entity.

Step 2: Create an Image Data Type Field in the Country Entity as shown below.


Enable Image for an Entity - Data Type Image

Step 3: Open the Country Entity Main Form.

Enable Image for an Entity - Country Form

Step 4: Click on Form Properties and click on Display Tab.

Select the Show image in the form to opt the feature.

Enable Image for an Entity - Country Form - Display Settings

Step 5: Save and Publish the Entity.

Step 6: Open any existing record or create a new Country record. Click on the Default Image on the record to upload the Image.

Browse for the required file and click on OK.

Enable Image for an Entity - Country Record - Browse File

Step 7: Image will be updated automatically and shown in the record.

Enable Image for an Entity - Country Record - India

Hope you have successfully uploaded the required image for your record.

 

Show Ribbon Buttons Only in Mobile Or Tablets in CRM

Configure the below Enable Rule for the required ribbon buttons to show Only in Mobile/ Tablets and not in CRM Web.

Show Or Hide Ribbon Buttons in Mobile or Tablets

Use the below function,

function ShowOrHideDeviceButtons() {
 var showOrHideFlag = false;
 // Form Factor = 2 - Tablet
 // Form Factor = 3 - Phone
 if (Xrm.Page.context.client.getClient() == "Mobile" && (Xrm.Page.context.client.getFormFactor() == 2 || Xrm.Page.context.client.getFormFactor() == 3)) {
 // Add code that should only run in CRM for phones here
 showOrHideFlag = true;
 }
 return showOrHideFlag;
}

Output:

Dynamics 365 for phones App View: Highlighted ribbon buttons can be seen only in Mobile/ Tablet.

Show Or Hide Ribbon Buttons in Mobile or Tablets in CRM App

CRM Web View: Buttons are not displayed in CRM Web View.

Show Or Hide Ribbon Buttons in Mobile or Tablets in CRM Web

Hope you learned a new thing today :):):)