CRM fields

What are Entity Form benefits?     Adxstudio portal has managed forms  and  data driven configurations like Entity From, Entity List etc.     Data driven configuration reflect crm forms, form tabs, views and have only front end javascript option for developers.     Managed forms allows to developer add CrmEntityFormView control that reflects a selected crm form or form tab and provides a few custom server side events those can be consumed as well as regular aspx events (Pre Init, Init, Load etc).        One of the features of data driven configuration is EntityFormMetadata. This metadata can be configured for attributes, subgrids, lookups, geo attributes.  And CrmEntityFormView lacks those features. It means developer cannot control the way lookup will be rendered in the form, which buttons will be added to grid and other OOB Entity Form Metadata benefits. How can developer get the Entit...

      How to set language based  date format in Adx portal page.      Custom date and time formats in a frontend are always a headache. Adx is trying to make our life better by giving us some OOB options and features.   They changes approach for portal date and time formats implementation and controls very often.       This Adx article demonstrates how to manage formats programmatically but only in version 6.0.0013 and earlier. Till version 7.0.0019  Site Settings ( DateTime/DateFormat, DateTime/TimeFormat , DateTime, DateTimeFormat ) had been used to set body tag attributes with .Net custom and standard formats.   Since 7.0.0019 these Site Settings are still there but the momentjs   library is used to set up body tag attributes. It works great. Except makes you learn a new Java Script library to make it work the way you need. I don’t understand what’s wrong with ...

Portal 365/Adxstudio portal deployment short review WebsiteCopy tool      The most common way to deploy crm portal is copy it with Adx WebsiteCopy tool that is delivered with the portal. Do not confuse the Adx WebsiteCopy tool with the same name tool from crm sdk bin folder. They are different. The tool located in the crm sdk   bin folder has a limited functionality. I cannot say what going to happen when the Adx portal will be a part of MS CRM License (will it be?) but keep using an original tool for now.       There are few issues always happen to me with WebsiteCopy tool. As an example I found that grid metadata has to be manually restored after deployment etc. Nothing serious but uncomfortable and time consuming.     Sequential Deployment with WebsiteCopy duplicates the portals and their components. To work with a new portal you can rename the old one or try to delete it. Delete is relatively ea...

         I've been requested to modify Advanced Find filters and results  programmatically probably five times in my Dynamics CRM career. There were different reasons like monitoring/auditing of users searches, restricting of sensitive information, filtering search results, hiding parts of returning data from selected users etc.          Most popular scenario for interference into Advanced Find is to keep field security consistent. Given you have two forms for Contact entity. One form contains sensitive info like address, phone etc. Other form  is for public use. Access to forms is role based. Security profile cannot be set due to design limitations. The catch here in Advanced Find. Any user who has permissions for Contact entity can create AF view and see the contact phone.            From customization perspe...