CRM 2013 includes much awaited features which were being requested by the CRM users, which has made MS CRM more user friendly. Let us take dive into the new features included in this latest instance.
Editing on par with Desktop apps
Inline editing in a grid is a very common feature in desktop applications which made its way into web apps too. MS CRM introduced this feature in the sub-grids such as Opportunity Products, Quote Products.
For example, we can now add quote products to the quote with a single click and modify the values in there without actually opening up the quote product form.
We’re hoping to see the same feature available in the list views in the next update.
CRM 2013 now has a new attribute of type Image’ (Schema name for this field is entityimage’). We can store images for each record in CRM out of the box. This again has a limitation of single image attribute for each entity. So users no longert have to use hybrid solutions such as Silverlight/Flash and customizations to have this feature.
Allowed file types are .jpg, .jpeg, .gif, .tiff, .bmp, .png and the size of the image should be under 5MB and the size of the image should be 62 X 62 px
If we try to add another attribute of type Image, it gives out an error message. (Schema name of this attribute does not depend on the display name of the field, and this is fixed)
Adding a image using C# code:
Assuming you already have connection to MS CRM open , below code is how we can update the image attribute using the following C# code.
FileStream fs = File.OpenRead(_strFilePath); byte bytes = newbyte[fs.Length]; fs.Read(bytes, 0, Convert.ToInt32(fs.Length)); Entity entContact = newEntity("contact"); entContact["contactid"] = newGuid("4421DEE8-D72C-E311-9754-D89D6765A26C"); entContact["entityimage"] = bytes;//Datatype of byte has to be used for Image attribute service.Update(entContact);
You can find this under every entity under customizations section.
5 types of actions can be defined in business rules.
- Show Error Message
- Set Field Value
- Set the requirement level of a field
- Set the visibility of a field
- Lock or Unlock a field
We also can find business riles in the respective entity’s customization form
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