More Adventures in Pre-Filtering Customer Lookup Fields (Dynamics CRM/Dynamics 365 for Enterprise)

When working with form-level JScript functionality on Dynamics CRM/Dynamics 365 for Enterprise (D365E), you often uncover some interesting pieces of exposed functionality that can be utilised neatly for a specific business scenario. I did a blog post last year on arguably one of the best of these functions when working with Lookup field controls - [...]

Removing Multiple Status Reason Values in the Header Area (Dynamics CRM/Dynamics 365 for Enterprise)

The ability to modify the values within Option Set fields on a Dynamics CRM/Dynamics 365 for Enterprise (D365E) form is, depending on your business scenario, one of the best reasons to learn how to write basic JScript form functions. Microsoft makes available 3 methods via the Xrm.Page.ui control (which can be handily shortcutted to Xrm.Page.getControl): addOption [...]

Resolving ‘Link entity with name or alias account is not found’ Error When Using Xrm.Page.getControl().addPreSearch JScript Function

One of the nice things about working with lookup fields on entity forms is the ability to filter the results programmatically via a form level JScript function. The steps for doing this, thankfully, are rather straightforward: Prepare a FetchXML filter snippet that applies the type of filtering you want to perform. This can either be [...]

Why CRM Developers Should Use Business Rules More

I was working within CRM recently, attempting to configure some form level logic in order to display/hide fields, based on certain conditions on the form itself. I went into it rather gung-ho and immediately started writing the following JScript function: I then suddenly thought "Hang on - can't this be done via a Business Rule [...]

How to embed a non-CRM SSRS Report into a CRM Form

The Scenario: You are running CRM Online in conjunction with some legacy database/application systems. These systems are setup with a SQL Server Reporting Services instance that is looking to either an SQL Server, OLE DB etc. database. The Problem: You need to make data from your legacy systems visible within your CRM. The information needs [...]