Category Archives: CRM

Better support for localised Portal web pages in new version of CRMQuickDeploy

Background When deploying Portal web pages, CRMQuickDeploy uses the web page’s name in CRM (and the filename of the project item) to identify the target web page for deployment. Since version 8 of CRM Portal however, we have the ability … Continue reading

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How to set value for date-time field by JavaScript in CRM Portal

Date-time fields in CRM Portal is a bit tricky when it comes to setting value dynamically using JavaScript. Behind the scene there are two HTML input fields that we need to worry about. First is the field that actually contains … Continue reading

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How to edit related entity in CRM Portal web form step

In CRM Portal, different web form steps of a web form can operate on different entities. Imagine you have an Enrolment web form that allows students to enrol in courses. The first step of this form might capture student details … Continue reading

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Loading entity form dynamically from JavaScript in CRM Portal

This has been tested on xRM Portal CE only. There may be times where you need to load and display an entity form by JavaScript in CRM Portal. For example, you may have a content page with a link that … Continue reading

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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

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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

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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

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