CRM Online 2015 Update : Technical Deep Dive

CRM Online 2015 Update : Technical Deep Dive

• Lakshmisha Shetty (CRM Technical Consultant)• Subhash Mahato (CRM Technical Consultant)

Agenda

• SDK Enhancements • New form script capabilities and Deprecated methods• Calculated and Rollup fields• Tracing Logs• Alternate Keys

•Deprecated •Deprecated

SDK Enhancements • Alternate Keys• Calculated and Rollup fields• Upsert for updating CRM with external data• Plugin Trace Logging• Entity Change Tracking• Multiple message execution• Optimistic Concurrency• Custom actions in workflows or dialogs• Support for additional “older than” clauses for date and time fields in

FetchXML and QueryExpression

New form script capabilities

• Enhanced capabilities for sub-grid controls in forms • More options to open forms • Control.getShowTime method for Date controls • Identify the type of device being used

Limitation for subgrid control in CRM 2015

• Only method available for a subgrid control is refresh• Can not be called in onLoad Event

Enhanced capabilities for sub-grid controls in forms

• GridControl• addOnLoad• getEntityName• getGrid• getViewSelector• removeOnLoad

• Grid• getRows• getSelectedRows• getTotalRecordCount

• GridEntity• getEntityName• getEntityReference• getId• getPrimaryAttributeVa

lue

• ViewSelector• getCurrentView• setCurrentView

• GridRow• getData

• GridRowData• getEntity

More options to open forms

• openQuickCreateSyntax :- Xrm.Utility.openQuickCreate(entityLogicalName,createFromEntity,parameters).then(successCallback, errorCallback);

• openEntityFormSyntax :-Xrm.Utility.openEntityForm(name,id,parameters,windowOptions)

Control.getShowTime method for Date controls

Syntax:- var showsTime = Xrm.Page.getControl(arg).getShowTime();

Identify the type of device being used

Syntax: - var intDeviceType = context.client.getFormFactor();Return Type: Number

Value Device0 Unknown1 Desktop2 Tablet3 Phone

Javascript Function for Sub Grids

Deprecated java script methods• getAuthenticationHeader

no longer exist.• getServerUrl

replaced by getClientUrl• isOutlookClient

replaced by client.getClient• isOutlookOnline replaced by client.getClientState

Calculated and Rollup fields

Calculated Fields• The calculated fields comprise of calculations that use the fields from the current entity or related parent

entities.• The expression support is available on the current entity and the related parent entity fields in

the Condition sections and the Action sections.• A rich conditional support provides branching and multiple conditions. The logical operations

include AND & OR operators.• The visual editing capabilities include modern user interface and intellisense in the ACTION section.• A seamless integration of the calculated fields with the forms, views, charts, and reports is available in real time.

New In CRM 2015 Update 1• will now be able to calculate the difference between two date fields in minutes, hours, days, weeks, months, or

years. • The Now() Function

Case open for no. of days

Limitation of Calculated Fieldso maximum of 10 unique calculated fieldso calculated field values will not updated in the CRM Outlook Offline mode.o A maximum number of chained calculated fields is 5o Sorting is disabled.o You can’t trigger workflows or plugins on calculated fieldso You can’t change an existing simple field to a calculated field.o Duplicate detection rules are not triggered on calculated field.o A rollup can't reference a calculated field that uses another calculated field,

Rollup fieldso Visual editing is easyo Seamless integration with the user interfaceo Rollup fields are solution componentso Rollup fields and the calculated fields are complementary to each other

New In CRM 2015 Update 1• Full filter support for aggregation• Wide selection of aggregate functions• Support using Rollup fields with activities

 Aggregate data from child activities

Limitation of Rollup fields

• You can define a maximum of 100 rollup fields for the organization and up to 10 rollup fields per entity.

• A workflow can’t be triggered by the rollup field updates.• A workflow wait condition cannot use a rollup field.• A rollup over the rollup field is not supported.• A rollup can't reference a calculated field that uses another

calculated field, even if all the fields of the other calculated field are on the current entity.

Limitation of Rollup fields

• The rollup can only apply filters to the source entity or related entities, simple fields or non-complex calculated fields.

• A rollup can be done only over related entities with the 1:N relationship. A rollup can’t be done over the N:N relationships.

• The business rules, workflows or calculated fields always use the last calculated value of the rollup field.

Tracing Logs

• Ability to log tracing information to entity• User does not have to create a separate entity to track the

Error.

 how to enable Tracing log and view the error

Limitation of Tracing Logs

• Trace logging takes up organization storage space especially when many traces and exceptions are generated

Alternate Keys

• Reducing roundtrips• Increasing overall throughput• Simplifying programming • Avoid users to write plugin to identify the duplicate

records• Faster lookup of the records

Create Alternate Key and working

Limitation of Alternate Keys

• Can be created only on Decimal Number, Whole Number & Single line text

• Can define only up to five different keys for an entity

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Upcoming Webinars:

• October 21st – Sales Productivity in CRM Online & CRM 2016 Features Review

• October 27th – Using the Service Module in CRM• October 28th – ClickDimensions Marketing Automation &

Analytics Deep Dive• October 29th – Power BI Features Deep Dive

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