Author Archives: Bernado

About Bernado

Based in Australia, I am a freelance SharePoint and Dynamics CRM developer. I love developing innovative solutions that address business and everyday problems. Feel free to contact me if you think I can help you with your SharePoint or CRM implementation.

Get current entity logical name and record ID in CRM Portal forms using JavaScript

Use the following JavaScript to retrieve the current entity logical name and record ID in CRM Portal forms: For Entity Form: Entity logical name: $(“#EntityFormControl_EntityFormView_EntityName”).val() Record ID: $(“#EntityFormControl_EntityFormView_EntityID”).val() For Web Form Step: Entity logical name: $(“#EntityFormView_EntityName”).val() Record ID: $(“#EntityFormView_EntityID”).val() Tested on xRM … Continue reading

Posted in CRM, CRM Portal | Leave a comment

Leveraging built-in services in CRM Portal

On a recent project we decided to build a custom entity list using jQuery DataTables as the OOTB entity list did not meet our requirements. As part of this we needed to build a delete list item functionality that should … Continue reading

Posted in Adxstudio, CRM, CRM Portal | 2 Comments

Changing Quick Find to perform ‘contains’ search in CRM

OOTB CRM Quick Find automatically appends a wildcard character (*) to the end of your query, and therefore effectively performs a ‘begins with’ search. If you searched for ‘Canberra’ for example, you’d find ‘Canberra Hospital’, ‘Canberra College’, etc., but you … Continue reading

Posted in CRM | Leave a comment

Querying many-to-many relationship in CRM Portal using JavaScript

How do you programmatically query an N:N relationship in CRM Portal using JavaScript without developing additional services? You can do this with FetchXml and Liquid, and a small hack. Here is a good walkthrough of using FetchXml in Liquid to … Continue reading

Posted in Adxstudio, CRM, CRM Portal | Leave a comment

Reduce code duplication between Insert/Edit forms in CRM Portal with CRMQuickDeploy

CRM Portal is an interesting product, in a good way. One thing it doesn’t do very well however, is that a single Entity Form (or Web Form) cannot be used to handle both inserting and editing records for an entity. … Continue reading

Posted in Adxstudio, CRM, CRM Portal, CRMQuickDeploy | Leave a comment

Fixing issues with migrating Adxstudio/CRM Portal v8 using Configuration Migration tool

The Configuration Migration tool does a pretty good job at migrating Adxstudio/CRM Portal configuration in v7. There are some changes in Portal v8 however that are causing issues with this tool. This is true at least in the case for OnPrem … Continue reading

Posted in CRM, CRM Portal | 4 Comments

Auto deploy on save from Visual Studio for Adxstudio Portal artefacts in new version of CRMQuickDeploy

I have released a new version of CRMQuickDeploy with the following improvements: Option to auto deploy on save for Portal artefacts Ability to specify MIME Type and Display Order for Portal web files Auto deploy on save for Portal artefacts … Continue reading

Posted in Adxstudio, CRM, CRM Portal, CRMQuickDeploy | Leave a comment