Add New Languages To Your CRM

Dynamics CRM has a native amazing capability which allows every single user to use the application in his preferred language by changing personal options.

But first the available languages are just languages added to support by CRM administrator. To add new languages you should go to Settings==>Administration==>Languages then select one or many languages you want to make available for users and click Apply to enable it.

languages

 

language choice

Few minutes later, you can change your user language preference by clicking on Options in the navigation bar.

user options

 

Click now on the last tab “Languages” and choose another language among the languages you previously enabled. Refresh the home page and check the language change!!

setfrenchlang

 

crmtranslated

 

 

 

 

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CRM 2016 : Postal Address Autocomplete

This is one of the most amazing and helpful new capabilities of this latest Dynamics CRM version. Finding and entering an address has never been simpler.

Suppose you’re looking for this address “10 Washington Street – NY City

Let’s Start by entering the first line

add1

Moving next generates a popup with the found places

foundplaces

 

I have choosen the address I’m looking for which is the first one and the CRM filled in all the address fields.

myaddress

 

Helpful isn’t it ?

 

 

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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