Friday, January 31, 2014

Dynamics CRM 2013 - Filter Lookup Dialogs

Dynamics 2013 includes some new methods to simply the process of filtering the results displayed in a lookup dialog. The concept is relatively straight forward. The PreSearch event is raised when the lookup dialog is initialised and by using an event handler we can call a function to add the required filter conditions when this event is raised.

In this example below we are going to filter the accounts lookup on the opportunity form to only display those where the opportunity contact is the primary contact on the account. 

Monday, January 20, 2014

Dynamics CRM 2013 - Modify Quick Create

One of the best usability features added to Dynamics 2013 was addition of the Create button in the navigation bar. As part of the new user experience (UX) enhancements it allows new records to be added from anywhere in the system without leaving the current form. A typical scenario is the logging of a new phone whilst working on another task.

If you want configure an entity to appear as a quick create options then customize the entity and check the “Allow quick create” option under Data Services as shown below.  The entity must have a quick entry form to appear.

For custom entities I would suggest that you upload an icon for your custom entity to enhance the user experience.