How To Set Date Format at Organization or User Level

This is a quick tip to show you how to set date format in Dynamics 365 (CRM) at both levels: User and Organization.

Organization Level:

This sets the default date format for the whole org.

Navigate to Settings->Administration and open System Settings.

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Go to Formats tab and click Customize then choose your preferred format

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User Level:

Users can also choose their preferred date format in the Format tab in their personal options.

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“There is no active transaction. This error is usually caused by custom plug-ins that ignore errors from service calls and continue processing” Error

“There is no active transaction. This error is usually caused by custom plug-ins that ignore errors from service calls and continue processing” is a frequent error generated while attempting to create a new record (Account or Contact in most cases).

This is a bug that you can fix by deactivating the “ActivityFeeds plugin” regarding the entity that generated the error.

First navigate to Customizations then open Sdk Message Processing Steps, select the right plugin and click deactivate




The example given here is the Contact entity. You can follow the same process if you have a similar issue with other entities.






Hide subgrid add button (+)

For some user experience issues, sometimes you may want to hide the + button on a subgrid. This is how to proceed:

If not already done, download JQuery and add it to your webresources then add the following HTML code as a webresource in the form containing your subgrid.


<script src=”/webresources/new_Jquery.js”></script>
$( document ).ready(function() {
if (parent.document.getElementById(“subgridname_contextualButtonsContainer”) != null ) {



Where subgridname must be replaced by your subgrid name.

IMPORTANT: Hiding the + button does not mean users cannot create new records, allowing or forbidding users to create new records should necessary be configured in their security roles.







[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 ) {



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



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