MS CRM

We have a new feature in Microsoft Dynamics CRM 2015, to get all Stages along with Steps. Below is the code to get it. //Retrieve all Stages and Step Names against a Business process- works in 2015 function GetBusinessProcess() {     var message="";     var activePathCollection = Xrm.Page.data.process.getActivePath();     activePathCollection.forEach(function (stage, n) {         message += "Stage Index: " + n + "\n";         message += "Entity: " + stage.getEntityName() + "\n";         message += "StageId: " + stage.getId() + "\n";         message += "Status: " + stage.getStatus() + "\n";         var stageSteps = stage.getSteps();         stageSteps.forEach(function (step, i) {             message += "    Step Name: " + step.getName() + "\n";           ...

Lync Presence control Enabling MSCRM There is an OOB (Out of the Box) functionality Lync presence control provided by Microsoft on IE Brower. How to enable: 1.       Click on IE Setting tab. 2.       Click on “Manage add-ons”. 3.       Enable “Lync Brower Helper” and “Lync Click to Call”. 4.       Click on IE Settings again. 5.       Click on “Internet options”. 6.       Select “Security Tab”. 7.       Select “Trusted sites”. 8.       Click on “Sites”. 9.       Click on “Add”. 10.    Click on “Close”. 11.    Now see in “My Active Contacts” view. Lync presence control will appear beside Full name.

Maximum number of processes, stages, and steps To ensure acceptable performance and the usability of the user interface, there are some limitations you need to be aware of when you plan to use business process flows: There can be no more than 10 activated business process flow processes per entity. Each process can contain no more than 30 stages. Multi-entity processes can contain no more than five entities.

Xrm.Page.context.getServerUrl() is changed to Xrm.Page.context.getClientUrl() from MSCRM 2013 onwards

Say good bye to normal java script confirm box. Microsoft Provided a new confirm box in new version 2015. Syntax:  Xrm.Utility.confirmDialog(message, yesCloseCallback, noCloseCallback) How to use it: 1. Call "GetCurrentStageName" function on Opportunity form load event. function GetCurrentStageName() {     var formType = Xrm.Page.ui.getFormType();     if (formType == 2 || formType == 3 || formType == 4) {         var activeStage = Xrm.Page.data.process.getActiveStage();         var stageName = activeStage.getName();         Xrm.Utility.alertDialog(stageName, onCloseCallback)     } } function onCloseCallback() {     var message = "This is javascript confirm box";     Xrm.Utility.confirmDialog(message, yesCloseCallback, noCloseCallback) } function yesCloseCallback() {     Xrm.Utility.alertDialog("you clicked on Yes"); } function noCloseCallb...

we can get the Business process Stage name with out the stage field. here is the example: function GetCurrentStageName() {     var formType = Xrm.Page.ui.getFormType();     if (formType == 2 || formType == 3 || formType == 4) {         var activeStage = Xrm.Page.data.process.getActiveStage();         var stageName = activeStage.getName();         Xrm.Utility.alertDialog(stageName, onCloseCallback)     } } function onCloseCallback() {     //Write your callback functionality }

Say good bye to MSCRM navigation tour window in new version 2015. here are the settings 1. Go to System Settings 2. in General Tab go to the last option named,"Set Whether users see navigation tour"       Set this option to "No" 3. Now log out your CRM and log in again 4. You will not see the Navigation tour.