Skip Ribbon Commands
Skip to main content
brite global home

customization

Microsoft Dynamics CRM 2013 Customization
Updated Entities

In Microsoft Dynamics CRM 2013 there are 29 system entities as well as all the custome entities that have been updated in order to provide a better user experience. These are the most commonly used entities of the application accessed by CRM users to perform their work, particularly for sales and marketing activities.

There are many other entities that were not updated, but there are not used as frequently or their focus is not on managing services.
New Forms

To improve the user's experience the layout of the updated entities forms has been changed. New forms have been added to the entities that have been updated. These new forms include a three column layout that demonstrated the type of experience that users requested from the Microsoft Dynamics CRM Team.

When upgrading from the previous release, the Information form and a new form named after the entity will be available. For example: the new form for the Contact entity will be called Contact. When upgrading your can edit this new form and choose the Bring in another form option from the ribbon which will append the Information form to the bottom of the new form, so that you can easily drag and drop the different parts of the original form into the new form in order to take advantage of the new layour and features.

When you deploy a new instance of Microsoft Dynamics CRM, the Information form will not appear, and only the new entity form will be available. Just as with the previous release of CRM, multiple forms are possible.
Ribbon changed to Command Bar
For the updated entities mentioned above and any new entities that are created, the ribbon interface has been replaced with the command bar interface. The ribbon is still being used for the entities that use the classic forms and for the list views in the CRM Outlook Client.

Microsoft Dynamics CRM 2013 Form Command Bar

The command bar is based on the same ribbon data and the process to edit the command bar is described in the Microsoft Dynamics CRM SDK.
Business Process flows

At the top of the updated forms there is a process flow control that provides a streamlined experience that ties data entry with stages of a lifecycle of a record. The business process flow can span multiple entities to create and experience where people focus on the the work that has to be done rather than the type of record that they have to create.

Microsoft Dynamics CRM 2013 Process Flow

In order to get the process flow control in a form, we have to enable the entity for business process flows and then design the process for it. 
Quick Create form

​A new type of form has been added that provides customization capabilities to the system user called the Quick Create form. This form is launced when users click on the Create icon in the navigation bar. This form is optimized for rapid creation of new records.

Microsoft Dynamics CRM 2013 Quick Create Form

Just as with the Main form, the Quick Create form supports form scripting, however it does not support web resources and IFrames.
Quick View forms

Quick View forms allow system customizers to show fields and lists in a form from a record that is related to the current record. For example, you could show the details of a linked account record from within the contact record.

The data in the Quick View form can include any fields from the account entity as well as showing any records that are related to the contact entity.
Business Rules

Business rules have been added to the CRM Customizations in order to apply certain logic to the application without the need of writing JavaScript code. Business rules provide a simple declarative interface to implement and maintain fast changing, commonly used business rules that will be applied to the Main forms and the Quick Create forms for bot the web application and the CRM for tablets.
AutoSave

All of the new Update Entities in CRM now have an AutoSave feature, which is enabled by default. When AutoSave is enabled, there is no Save button displayed on the command bar on the form. Records that their data has changed will be automatically saved every 30 seconds or when the user will navigate to a new record.

Since this behavior might conflict with custom code that does not account for this, AutoSave can be disabled at the Organization level. There is no option to disable AutoSave at the entity or form level. A small script can be added to the On Save event of a form that will disable it on the form level.
Customizable Tooltips

The description text set for all fields in CRM is not displayed as tooltips when the user places the mouse cursor (hovers) over the labels for these fields. Set the description text to provide guidance for user within the organization.
Entity Image Attribute

Some of the system entites and all of the custom entities can have an image attribute. This attribute is designed to store a single image that can be displayed in the entity forms that allow displaying of an entity image.

Connect

Like us on Facebook, add us to your LinkedIn network, view our videos on YouTube or subscribe to our blog. Facebook Linked In You Tube Blog and RSS
Powered By SharePoint Online