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While only supported in On-Premise scenarios as of now, this is a feature that can bring a lot of value and simplify administration. But what it is… let’s see:

For each CRM 2013 user and queue a mailbox record is created and associated to an Exchange server profile which defines the connection settings. Then, server-side synchronization takes this information when processing email for all mailboxes associated to an email server profile. Furthermore, it will synchronize appointment, tasks and contacts. Not that far from what the email router was synchronizing. The advantage though:

Outlook does not have to be running anymore for this sync to take place. So, basically, tasks and appointment assigned to a salesperson or any other staff on the road can appear on their mobile device almost instantly. Nice…

For more details on this feature, and how to configure it see the documentation at:

http://www.microsoft.com/en-us/dynamics/crm-customer-center/email-processing-through-server-side-synchronization.aspx

Note that there is a migration wizard to help you move from the email router to server-side synchronization.

Enjoy !

Often times we created scripts with alerts to the user, or getting some sort of simplistic interaction with the user. Some of those do change in Dynamics CRM 2013.

If we used window.alert or window.confirm now it’s time to stop that. The new SDK has a warning for us to use the newly provided functions.

alertDialog

instead of using window.alert now the recommended way is to use

Xrm.Utility.alertDialog(message, onCloseCallback);

confirmDialog

instead of using the old window.confirm now we should use

Xrm.Utility.confirmDialog(message, yesCloseCalback, noCloseCallback);

Observe the use of the callback function to continue processing your business flow.

Unfortunately these are only available for the entities where the UI has been updated, but they will definitely come in handy.

The change was prompted by the support for all browsers, and the use of tablets and other devices. On tablets, calls to functions that block the flow of code is not allowed.

Enjoy!

The new SDK for Dynamics CRM 2013 is out (see previous post for the link), and a few calls stand out when working with JavaScript:

getClient

instead of using the old isOutlookClient now we have more flexibility to determine the client. the returned values include

  • Web
  • Outlook
  • Mobile

use as follows:

context.client.getClient();

Pay attention to the list of entities where this works, as it works on those that have received an updated user interface. A list of these is provided at the end of this post.

getClientUrl

this replaces the old getServerUrl().

Use this to determine of the URL used to access the application. Distinction is made now not only between whether we are dealing with an Online or on-premise, but also if using the offline feature of the Outlook plugin.

Values returned are:

Use as follows:

context.getClientUrl();

getCurrentTheme

use for instances where Outlook is being used. This will return the selected Outlook theme the user has configured. This can be helpful when you design your web resources to match the Outlook client theme.

NOTE: Forms will not adapt to the various themes selected, only the custom web resources can be made to adapt.

Standard values returned as of now are:

  • default (web app)
  • Office12Blue (for the Blue theme)
  • Office14Silver (for the Silver or black theme)

Use as follows:

context.getCurrentTheme();

getOrgLcid

returns the selected base language for your organization. For a default English you will get 1033.

Use as follows:

context.getOrgLcid();

getUserId

return the GUID for the current user. Note that you still need a call to the web service to retrieve the Full Name if you need to display that in a web resource.

Use as follows:

context.getUserId();

getUserLcid

Returns the user selected preferred language. You can use this when customizing communication from a specific user, or any other situations where you need to compare the user selected language versus organization default language.

Use as follows:

context.getUserLcid();

getUserName

Unfortunately available only for the updated entities, but this is returning the user name of the current user.

Use as follows:

context.getUserName()

Updated Entities

The following entities have received the updated user interface to the time of this writing:

Account, Appointment, Campaign, Campaign Activity, Campaign Response, Case, Competitor, Contact, Contract, Contract Line, Email, Fax, Invoice, Lead, Letter, Marketing List, Opportunity, Opportunity Product, Order, Phone Call, Price List Item, Product, Quick Campaign, Quote, Recurring Appointment, Sales Literature, Team, Task and User.

Get your Dynamics CRM 2013 SDK now from HERE!

Enjoy ;)

I’ve got to start by stating: I like what I see…

Let’s take a Phone field, on the Contact form. You will see a new tab called Business Rules. Go to it :)

image

Click on New, and create a new rule to check if the field contains data. Bring a message to the user if number is blank. The rule could look like this (not very fond of the size of that title, it doesn’t have to knock me over the head):

image

Activate it. You get prompted for confirmation:

image

Click OK and return to your Contact form. Now try and see what you did. remove the number from an existing contact, and try to tab out. You will get this:

image

So now you don’t have to overload your instance with your possibly buggy JavaScript, and waste your time debugging it. You can easily shave off some of the common scripts we probably all have in our library we built from previous versions.

Of course, the example is as basic as possible, and it could have been achieved by marking the field as mandatory :)

Enjoy!

As pointed out by Simon Hutson not too long ago, now we can start playing with CRM 2013 in our own virtual environments. Let the tinkering begin…

HERE

oh, and it’s available in Online also ;)

Have fun everybody!

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