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Tag Archives: Microsoft Dynamics CRM

Cascade Relationship Behavior in Microsoft Dynamics CRM

Introduction

This Blog is all about out-of-the-box Cascade Relationship Behavior and how to use it in more efficient way as per the business.

Default Behavior:

When an Account record “Company1, Inc.” is reassigned to another owner “User2” from “User1” then as per the default “Parental Relationship Behavior” all the completed and open child records i.e. Contacts, Opportunities, cases, Tasks, Emails, Phones calls, etc. are also reassigned to the another owner “User2“, but the important point here is to keep the completed Entities and Activities records impaired in any way to avoid confusions in future.

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Is there a workaround for this?

Yes, to change this setting, here are few simple steps:

  1. Go to “CRM >> Settings >> Customization >> Customize the System >> Account >> 1: N Relationships”.

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  2. Open the desire relationship record and change the “Type of Behavior” from “Parental” to “Configurable Cascading“.

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  3. Now often we think of the meaning of these behaviors i.e. Cascade Active/Cascade User-Owned/Cascade None.
    • Cascade Active: means owner will change only if record is Active.
    • Cascade User-Owned: means owner will change only if the related record owner is same as Parent record.
    • Cascade None: means owner will not change.
  4. So, as I explained above, to avoid confusion in future about the completed records we just need to change the “Assign” field value from “Cascade Relationship Behavior” to “Cascade Active“.

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By Abhisek Sriramka
Senior Software Engineer @Team DynamicsCRM.
Mindfire Solutions

 

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How to Bulk Delete Workflow Jobs in Microsoft Dynamics CRM

Introduction

Whenever a Workflow is triggered, a System Job record is created in Microsoft Dynamics CRM and this will be a burden on CRM database. So, eventually Microsoft Dynamics CRM Administrator needs to clean-up the existing Workflow Jobs. Here, we will explore a very quick and easy way to bulk delete all the existing completed System Jobs created by Workflows in Microsoft Dynamics CRM.

 Steps

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Login in to Microsoft CRM >> Settings >> Data Management >> Bulk Record Deletion >> click New to start the Bulk Deletion Wizard.

Click Next on the Wizard >> Look for: “System Jobs” >> set the following criteria:

  • Status Equals Completed
  • System Job Type Equals Workflow

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Click Next to set the options such as Start Date and Time, set Number of Days to run this recursively & to send a notification when job is finished.

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Click Next and Submit it.

By Abhisek Sriramka
Senior Software Engineer @Team DynamicsCRM.
Mindfire Solutions

 
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Posted by on December 24, 2013 in CRM WorkFlow

 

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CRM 2013 – Passing Custom Parameters to OpenEntityForm Function

Introduction

As we know that Microsoft included Xrm.Utility functions for Microsoft Dynamics CRM 2011, but when trying to pass custom parameters to OpenEntityForm as mentioned by Xrm.Utility Reference, I get following CRM Error.

errormsg

Background

In one of my projects, I need to open a new Email on save of Phone Call Activity and pass the parameters to the new opening Email form. But using the Xrm.Utility Reference link, I got the error as given above. Hence I had found a work around to pass the custom parameters to OpenEntityForm.

Steps

Here are the steps to pass the custom parameters:

Step-1: Add parameters in Email Entity Form.

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Step-2: Setting custom parameters to pass to the new Email form.

//method call on save of phone call activity
function OpenNewEmail()
{
    //set the parameters to pass to the new form
    var parameters = {};
    parameters["regarding_Id"] =Xrm.Page.getAttribute("regardingobjectid").getValue()[0].id;
    parameters["regarding_name"] = Xrm.Page.getAttribute("regardingobjectid").getValue()[0].name;
    parameters["regarding_type"] = Xrm.Page.getAttribute("regardingobjectid").getValue()[0].entityType;

    //Open the new form
    Xrm.Utility.openEntityForm("email", null, parameters);
}

Step-3: Get the custom parameters in Email Entity Form.

function OnFormLoad()
{
    // Get the Value of the Regarding through the Custom Parameters
    var xrmObject= Xrm.Page.context.getQueryStringParameters();
    var leadName = xrmObject["regarding_name"].toString();
    var leadId = xrmObject["regarding_Id"].toString();
    var entityType = xrmObject["regarding_type"].toString();
}

By Sukanta Mangal
Software Engineer @Team DynamicsCRM.
Mindfire Solutions

 
6 Comments

Posted by on December 4, 2013 in WebResources

 

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