CRM 2015 : How to customize Cross-entity search results view

If you want to change the fields shown in the cross-entity search results, here is all you need to know:

 

cross-search results view

 

-For each entity the result view can show only 3 fields and….

-Those are exactly the 3 first fields on the Quick Search View...

Hope it helps!

 

 

 

 

 

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[Quick Tip] Perform Drill Down on charts

In Dynamics CRM 2013 charts you can drill down/drill up data to access deeper levels of analysis. Here is how to do it simply in 2 steps:

Let’s take an example of a pie chart of accounts by country:

Step1: Click on any sector to drill down, choose a field and a chart type then click OK(arrow icon)

 

 

step 2

 

Step2: Clicking on Canada’s sector and choosing Industry as a new dimension will create a new chart of Canada’s accounts by Industry. You can drill up by clicking on the previous button or drill down further by following the same method and so on.

step 4

 

Hope it helps!

 

 

 

 

[Quick Tip] How to Apply Javascript On Business Process Fields

In Dynamics CRM 2013 having control on Business Process fields seems to be impossible. You cannot apply Business Rules on these fields but yet it’s possible to access them via Javascript. I think this can be very useful since it’s very simple to implement. You only have to prefix your field names in the code by header_process_ and let the script execute onLoad and onSave.

For example:

  • Getting field’s control when it’s on the form : Xrm.Page.getControl(“fieldname”);
  • Getting field’s control when it’s on the business process: Xrm.Page.getControl(“header_process_fieldname”);

In the business process suppose you want to update the text field field2 when the value of the boolean field1 is Yes:

function iSaidYes()

{

//Check the control on the form

if (Xrm.Page.getControl(“header_process_field1”) != null && Xrm.Page.getControl(“header_process_field2”) != null ) {

if(Xrm.Page.getControl(“header_process_field1”).getAttribute().getValue()==1)

{

Xrm.Page.getControl(“header_process_field2”).getAttribute().setValue(“I said Yes”);

}

else

{
Xrm.Page.getControl(“header_process_field2”).getAttribute().setValue(“I said No”);

}

}

}

 

 

 

 

 

[Quick Tip] Personal Options: Set user preferred pane and time-zone!

Personal Options are that settings applied to the current users.  Open the settings menu at the right of the navigation menu where you can easily set several options like the time zone you are in,  default pane, records per page, default currency, etc…

nav bar

Now click Options, you’ll get the following screen where you can set your Personal Options:

tab