Rules and Events in MS Dynamics CRM

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Getting Started with MS Dynamics CRM

Working With Rules and Events in MS Dynamics

CRM

Description:BISP is committed to provide BEST learning material to the beginners and

advance learners. In the same series, we have prepared a complete end-to

end Hands-on Beginner’s Gide !or "icroso!t #$namics %&". The

docment !ocses on wor'ing with &les and Events. (oin or pro!essional

training program and learn !rom e)perts.

History:Version Description Change Author u!lishDate"#$ %nitial Dra&t Chandra rakash Sharma $"th Sep'"$("#$ Revie)*$ Sumit +oyal '$st Sep '"$(

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Contents&les and Events.............................................................................................................+

orm load event ......................................................................................................... +

How to set orm load event in "s #$namics %&" online ........................................+

orm Save event sage ..............................................................................................

How to appl$ orm Save Event in "S #$namics %&" online ...................................

ield change event sage............................................................................................./

ield change Event in "S #$namics %&" online ...................................................../

0or'ing with tabs and sections....................................................................................... 1

%ombining events.......................................................................................................... *2

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Rules and Events"S #$namics %&" handle speci4c event5s, while (avaScript has its own event handling

model, wor'ing with #$namics %&", It provide di6erent set o! events that we can ta'e

advantage.

%t provide may type,s event &or MS Dynamics CRM :

orm load event sage.

orm save event sage.

ield change event sage.

0or'ing with tabs and sections.

%ombining events.

En!orcing bsiness rles.

See !elo) event type list :

Dynamics CRM -avaScrip

t

Description

7n8oad onload This is a !orm event. E)ectes when a !orm is loaded.7nSave onsbmit It e)ectes when a !orm is saved.

TabState%hange 9:; It e)ectes when the #ispla$State o! the tabchanges.

7n%hange onchange This is a 4eld speci4c event. It e)ectes when

tabbing ot o! a 4eld where $o5ve changed the

vale.7n&ead$State%om

plete

9:; This event indicates that the content o! an Irame

has completed loading.

.orm load event :

;!ter the Initiali<e event, 8oad event 4res when the orm is loaded in the memor$. This

orm event is invo'ed !or assigning vales to a control5s propert$ and !or initiali<ing

variables.

orm load event will !ocs on e)ecting a !ew operations triggered b$ the !orm load

event. 0e can chec' the vale o! a speci4c 4eld on the !orm, and based on that we can

decide to hide a tab, hide a 4eld, and pre poplate a te)t 4eld with a prede4ned vale.

"icroso!t #$namics %&" !orms are the primar$ inter!ace sed to interact with cstomer

data. The more $o cstomi<e $or !orms, the more $o will imagine valable wa$s to

interact with $or data.

Some o! the most common e)amples o! sing !orm event programming are

;tomaticall$ de!alt vales o! certain 4elds when the vale o! another 4eld is

set Trigger a loo'p o! some data based on the entered vale o! some 4eld

%reate calclated vales based on varios 4eld vales on the !orm.

=alidate data entr$ b$ correcting invalid data.

;lert sers to data isses.

"a'e 4elds visible:invisible or enabled:disabled based on varios sitations.

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Ho) to set .orm load event in Ms Dynamics CRM online :

Step $ : %reate one !nction (avaScript and save it >ilename>.?s.

!nction "$Test@A

alert@>This is Page load...>AC

DStep ' : Then go navigation bar, clic' on settings, %stomi<ation, then clic' on

soltions. ;!ter then select web &esorce, then clic' on 9ew btton.

Step / : Enter name, #ispla$ name, Select T$pe, Select 8angage, browse .?s 4le, then

clic' on Save, a!ter then clic' on pblish btton.










Step ( : Here $o can see $or (avaScript 4le is available, then clic' on Save and close

btton.

Step 0 : ;gain go to navigation bar, settings, cstomi<ation, then clic' on Soltions.

select entities nder the entit$ section, then clic' on orm. a!ter then clic' on .orm

roperties.

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Step 1 : clic' on ;dd btton and browse (S 4le which on $o pload on web recorse,

then go to event handlers part and select here control name as a orm, then select

Event, then clic' on add btton here select librar$ name and write here !nction name.

ma'e sre !nction name shold be same .

then clic' on o' btton, a!ter then clic' on o' btton.

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Step 2 : Then clic' on save btton, Pblish, Save and %lose btton.

Step 3 : then go to opportnit$ clic' on an$ record then $o got the popp message.

see below.

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.orm Save event usage :

.orm Save : This is a !orm event. It e)ectes when a !orm is saved. "ost common se

is to stop an operation !rom e)ecting, as a reslt o! a !ailed validation procedre.

The 7nSave event occrs once when the ser clic's on an$ one o! the three save

bttons @Save, Save %lose and Save 9ewA or when code !orces the !orm to save.

Similar to 7n8oad, an$ nmber o! event handlers can be registered !or 7nSave o! orm.

7nSave event can be sed !or data validation and data maniplation.

Ho) to apply .orm Save Event in MS Dynamics CRM online :

4ote : Step $ to Step 0 same as previews topic.

Step 1 : Here select event as a > 5nSave >, then clic' on 7' btton.

4ote : ;gain Step 2 and Step 3 are same as previews.

.ield change event usage

ield change event sage on speci4c 4eld, It e)ectes when tabbing ot o! a 4eld

where $o5ve changed the vale.

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The 7n%hange event occrs at the 4eld level. 7n%hange event triggers whenever data

in a !orm 4eld changes or !ocs is lost. #ata validation happens be!ore and a!ter the

7n%hange event. Similar to 7n8oad, an$ nmber o! event handlers can be registered

!or 7n%hange o! a 4eld.

.ield change Event in MS Dynamics CRM online :

Select here an$ controller name and select Event name as a 7n%hange Event.










Working )ith ta!s and sectionsBsiness &les within "icroso!t #$namics %&" 3*+ allows sers to add !nctionalit$

to the s$stem that in previos versions o! #$namics %&" reired development.

Previosl$, (avaScript wold be sed to hide 4elds and tabs on !orms in order to onl$

present sers with relevant 4elds.

Ho) to customi6e ta!s and section :Step $ : Go to 9avigate bar Select Settings J Customi6ations J Customi6e the

System. 7pen the entit$ !orm that needs to be cstomi<ed.

Step ' : Knder the Insert Tab, select the Section btton and add a one colmn

section.










Step / : %lic' on the section and then sing the 4eld e)plorer, doble clic' 4elds or

drag and drop 4eld to add them to the section.

Step ( : Select each 4eld that was added and clic' the %hange Properties. In the 4eld

properties window, nchec' the bo) !or >=isible b$ de!alt> and ma'e sre the bo) is

chec'ed !or >#ispla$ label on !orm>. Then clic' on 7L btton.

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Step 0 : Select the section, clic' %hange Properties !rom the ribbon and then give the

section a meaning!l name and label !or that groping o! 4elds. %hec' the bo)es ne)t

to >Show the label o! this section on the orm> and >Show a line at the top o! the

section. then clic' on 7L btton

.

Step 1 : In Entit$ e)pend, then e)pend Entities, clic' the Bsiness &les btton. then

clic' 9ew Bsiness &le at the bottom o! the Bsiness &les E)plorer. ; new windowwill open.

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Step 2 : Give the Bsiness &le a descriptive name. Knder the %ondition area, clic' the

pls sign.

Step 3 : Knder ;ction section Select Set visibilit$, then clic' on right icon. ;dd a

description !or the Bsiness &le, ;t the top o! the window clic' Save and clic'

;ctivate.

Step 7 : %lic' Save ;s !rom the top o! the Bsiness &le window. The s$stem will

create a cop$ o! the Bsiness &le.

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Step $" : In the new Bsiness &le, pdate the name o! the Bsiness &le, pdate the

%ondition operator to >#oes 9ot Eal>, pdate the 4eld visibilities nder ;ction to

statses o! >Hide ield> and pdate the description. 0hen 4nished, Save and ;ctivate

the second bsiness rle. %lose the bsiness rles.

Step $$ : %lic' on Pblish ;ll %stomi<ation.

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Step $' : I! %it$ 9ot Eal to pne ;dd 9ew Tab section is hide . i! %it$ Eal to pne it

show. see below.

Com!ining events8he &ollo)ing is )hat )e )ant to achieve:

0hen a ser opens a record, i! the record is mar'ed as special cstomer, we want

to collect additional in!ormation abot him:her.

0hen a ser opens a record that is not mar'ed as special cstomer, we want to hide

the additional 4elds.

0hen a ser changes a record !rom special to not special or bac', we want the !orm

to d$namicall$ show or hide the 4elds.

Step $ : ;dd one 4le in general tab as a special cstomer@#ata T$pe 7ption T$peMNes:9oOA, and add new tab !or special %stomer nder the tab $o can add some

4eld5s. see below.










Step ' : ;dd this ?ava script 7n%hange event !or Special %stomer@Nes:9oA.

&unction ChangeCustomer9

;

var <isSpecialSelection = null>

var <isSpecial = ?rm#age#getAttri!ute9@!ispdata<ne)<isspecialcustomer@>

i&9<isSpecial = null ;

<isSpecialSelection = <isSpecial#getValue9>

B

i&9<isSpecialSelection == &alse;

hide the Special Customer ta!

?rm#age#ui#ta!s#get9@ta!</@#setVisi!le9&alse> hide the Customer Classication eld

?rm#age#ui#controls#get9@!ispdata<mo!ileno@#setVisi!le9&alse>

hide the artner eld

?rm#age#ui#controls#get9@!isp<emailid@#setVisi!le9&alse>

B

else i&9<isSpecialSelection == true;

sho) the Special Customer ta!

?rm#age#ui#ta!s#get9@ta!</@#setVisi!le9true>

sho) the Customer Classication eld

?rm#age#ui#controls#get9@!ispdata<mo!ileno@#setVisi!le9true> sho) the artner eld

?rm#age#ui#controls#get9@!isp<emailid@#setVisi!le9true>

B

B

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Step / : ;!ter add open $o ield see reslt below.

I! select option Nes it show $o special tab else it hide special tab.










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Rules and Events in MS Dynamics CRM

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