Category Archives: CRM

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

Posted on August 8, 2018 by Bernado

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 →

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

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

Posted on July 24, 2018 by Bernado

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 →

Posted in Adxstudio, CRM, CRM Portal | 3 Comments

How to edit related entity in CRM Portal web form step

Posted on June 24, 2018 by Bernado

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

Posted on June 6, 2018 by Bernado

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 →

Posted in CRM, CRM Portal | 7 Comments

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

Posted on April 27, 2018 by Bernado

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

Posted on March 12, 2018 by Bernado

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 | 4 Comments

Changing Quick Find to perform ‘contains’ search in CRM

Posted on January 7, 2018 by Bernado

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

Posted on December 15, 2017 by Bernado

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 | 1 Comment

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

Posted on December 12, 2017 by Bernado

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

Posted on September 26, 2017 by Bernado

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