Microsoft CRM - [Imran -MVP-MS CRM]: 2010

Thursday, December 30, 2010

Dynamics CRM 2011 SDK & sample code

SDK crm2011:
http://www.microsoft.com/downloads/en/details.aspx?FamilyID=420f0f05-c226-4194-b7e1-f23ceaa83b69

sample code
==========

Just a sample code for quick reference !

ClientCredentials credentials = new ClientCredentials();

credentials.Windows.ClientCredential = new System.Net.NetworkCredential(“admin”,“pwd “,“domain”);

Uri organizationUri = new Uri(“http://servername:port/orgname/XRMServices/2011/Organization.svc“);

Uri homeRealmUri = null;OrganizationServiceProxy orgService = new
OrganizationServiceProxy(organizationUri, homeRealmUri, credentials, null);
IOrganizationService _service = (IOrganizationService)orgService;
try{
Entity contact = new Entity(“contact”);

contact["lastname"] = “contact created using IOrganizationSerivce”;_service.Create(contact);

}
catch (Exception ex){
MessageBox.Show(ex.Message);

}
In case of early-bound, don’t forget to add the following line of code

OrganizationServiceProxy _serviceProxy = new OrganizationServiceProxy(organizationUri, homeRealmUri, credentials, null);
// This statement is required to enable early-bound type support.
_serviceProxy.ServiceConfiguration.CurrentServiceEndpoint.Behaviors.Add(new ProxyTypesBehavior());

Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Microsoft Dynamics CRM 2011 Top 10 in 10

Dear Readers,

here are very good video about Dynamics CRM 2011 top 10 features.

VIDEO:

http://channel9.msdn.com/Blogs/SanjayJain/Microsoft-Dynamics-CRM-2011-Top-10-in-10

http://blogs.msdn.com/b/crm/archive/2010/12/22/microsoft-dynamics-crm-2011-top-10-in-10.aspx

Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Monday, December 20, 2010

Microsoft Dynamics CRM 2011 - How to make "Dialogs"

Microsoft Dynamics CRM 2011 - How to make "Dialogs" video

http://www.youtube.com/watch?v=olaA4v7_F7w

Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Sunday, December 19, 2010

Microsoft Dynamics CRM 2011 Release Candidate (RC) Announcement

You can find out Dynamics CRM 2011 release dates

http://blogs.msdn.com/b/crm/archive/2010/12/14/microsoft-dynamics-crm-2011-release-candidate-rc-announcement.aspx

Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Monday, December 13, 2010

Microsoft MVP Summit 2011

Join us on MVP Summit 2011

Registration open now

Please register now by using the MVP Global Summit registration website http://registration.crgevents.com/MVPGS2011.

http://www.2011mvpsummit.com

If you have questions about the registration site, please email 2011MVPGlobalSummit@microsoft.crgevents.com. For more general information about the 2011 MVP Summit, please visit http://www.2011mvpsummit.com.

Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Wednesday, December 01, 2010

Microsoft Dynamics CRM 2011 Features List

Microsoft Dynamics CRM 2011 includes some 500 new features, functions, and technologies in addition to better open access across multiple devices, the cloud, and tight integration to Microsoft’s powerful and popular Office productivity suite and SharePoint document management and enterprise data repository solution.

Here are some abstract list of features inside Dynamics CRM 2011 / CRM 5. I will try to explain one by one in future posts. for more write me on mscrmexpert@gmail.com

Marketing
Sales
Customer service
Cloud Development
Solution Management
MS Dynamics Marketplace
Workflows
Dashboards
Tracking Data Using Dashboard
Dashboard Designer Canvas
Dashboard Component Gallery
Using the dashboard
Core Features
Goal Management
Interactive Process Dialogs
Web Resources/Data endpoint
Charts, Dashboards & Filtering
The new Outlook Client
Form Editor and Customize Tab
Dialogs
Global Option Sets
Filtered Lookups
Recently used items in lookups
New SOAP Endpoint
The Ribbon
Auditing
Latest Framework, Tools
CRM and SharePoint
Solution Packaging Expanded
Document Management
New activity Type
Dynamic Marketing List
Bulk Delete
Recurring Appointment
Field-Level Security in CRM
Sub-Grids in Forms
Rich CRM Email/Appointments
Recently Visited
Default Views
Shortcut Menu in CRM-2011
Record Set Navigation
Sticky Views
Form Additions
Side Tabs
Header/Footer
Sub-grids
Making Views Even Better
Record Counts
Column Filtering
Associated Views
Lookup Views
Personal Views
Some Exciting Core Features
Dashboards
Charts
Attachments & Bulk Emails
Data Import Wizard
Get Started Pane
End-user tools
Context-sensitive ribbon
Form sections instead of tabs
Filters and default views
Browse records on detail form
View options
No more form assistant pane
Email activity ribbon
Total counts in grid
Sales Literature emailing
Windows Update support
Enhancements in Outlook Client
Outlook 2010 vs. 2007/2003
Reading panes
View tabs and filters
Full visualizations support
Activity grouping
Conditional formatting
Regarding records
Auto create contacts or leads
Outlook Social Connector
Form Customization Options
Adding a sub-grid on the form
Related records filtering
Visible Form Field by default
Delete keys in CRM-2011
Dragging fields onto form
Create new fields within form
Making a field appear twice
Auditing features
View audit history per record
Audit summary view
Audit data security
Hide audit summary
Connections
Quick-create a Connection
Relationship roles
SharePoint Integration
Document management
Visualizations
Viewing charts on grids
Drilling down
Creating new personal charts
Creating new system charts
Custom charts
Goals and goal metrics records
Email Activity
Web Resources in CRM-2011
Role & Privilege Improvements
Queues
Teams & More
Process Instance Detail View
Detailed Error Information
Process Editor (Workflow)
Sample Data
Team Improvements

Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Dynamics CRM2011 outlook client features

Dynamics CRM2011 outlook client features

CRM outlook client is an excellent feature in CRM 2011. By using CRM outlook Client you can decide which folders your email is stored in, how to categorize your contacts, even what color your calendar shows up in. The CRM outlook client is look likes as follows:

CRM outlook client provides the facility for RM users to rearrange the pane by doing some change like turn off charts, put the reading pane in the right side and put the navigation bar at left side and etc. CRM user can make all these changes by clicking a button on the CRM outlook client ribbon. User can rearrange any areas in the outlook by drag and drop functionality or by using CRM ribbon. Arrangement of Reading pane in the CRM outlook client shows in the following figure:

Views in CRM outlook Client

CRM outlook client is an excellent feature in CRM 2011. By using CRM outlook Client you can decide which folders your email is stored in, how to categorize your contacts, even what color your calendar shows up in. The CRM outlook client is look likes as follows:

Social Connector in CRM outlook Client
CRM user can see the Contact Information for CRM Contacts with the help of Social Connector. If CRM users have any connection to social networks (or past emails, Communicator conversations, etc.) then he can see them all inside his CRM Folder, without ever leaving his Outlook

Social Connector in CRM 2011 outlook Client

Social Connector in CRM2011 outlook Client

CRM user can see the Contact Information for CRM Contacts with the help of Social Connector. If CRM users have any connection to social networks (or past emails, Communicator conversations, etc.) then he can see them all inside his CRM Folder, without ever leaving his Outlook

Field-Level Security in Microsoft Dynamics CRM 2011

Field-Level Security in Microsoft Dynamics CRM 2011:

One of most demanding feature for CRM is field level security and you can see in pictures.

See in screen new area for Field level security settings.

Dashboards in Dynamics CRM 2011 / CRM 5

Dashboards in Dynamics CRM 2011 / CRM 5.0

Dashboards are a powerful feature in Microsoft Dynamics CRM 2011.They made it so flexible that dashboard can be easily integrated directly into your views or your data entry forms. You can use a dashboard to see at a glance all the important information you need to make key business decisions every day. Assemble and present information from several places in Microsoft Dynamics CRM Online in a quickly-read format. They are easy to create. And, easy to revise according to your changing business needs which require you to have different information at your fingertips.

Some images of dashboards

Monday, November 29, 2010

Microsoft CRM: Microsoft Dynamics CRM Interview Questions

Microsoft CRM: Microsoft Dynamics CRM Interview Questions

Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Awarded MVP again 3rd time in a row

I am again awarded MVP Dynamics CRM, 3rd time in a row, 2008, 2009 & 2010 , wow great..

for more to see MVP .. https://mvp.support.microsoft.com/profile/imran.mustafa

1. Dynamics CRM 2011 / CRM 5
2. Dynamics CRM 4.0
3. Dynamics CRM 3.0
4. Sharepoint or 3rd party Systems integration etc.

I can help you any implementation of above mentioned CRM or Sharepoint.

Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Thursday, November 25, 2010

Microsoft Dynamics CRM Interview Questions

Microsoft Dynamics CRM Interview Questions:

Following are the some of the questions which are asked most frequently in the Microsoft CRM interviews. Generally the during the recruitment of MS CRM Functional consultant, Technical Consultant or Test Consultant the answer to this questions are expected.I will add few more questions in this post.

Typical Questions :

1. What are near features of new crm version (CRM 2011)?.
2. How many implementations you have done ?
3. Whats your experience with development ?
4. Have you done SRS reports development ?
5. Any integration experience ?
6. Whats your role in CRM ?
etc etc

Some technical Questions :
1. What is a Plug-in?
2. What is a Workflow?
3. What are the differences between Plug-in and a Workflow?
4. What are the differences between Asynchronous Plug-in and a Workflow?
5. When will you use a workflow and when will you use a Plug-in? Give some Real-life scenario.
6. What is an Email-Router?
7. What are the steps to configure an Email router?
8. How the Plug-in and Workflow will behave in case of Off-line client?
9. What is Metadata?
10. What is CRM Discovery Service?
11. What is Sales and Marketing life cycle in MSCRM?
12. What is Queue entity in MSCRM?
13. What is 1:1, 1:N and N:N relationship in Microsoft Dynamics CRM?
14. How a Plug-in is different from a Call-out?
15. What is 'Append' and 'Append To' privilege in MSCRM? Give one example of it?
Ans: 'Append' and 'Append To' priviledges works together. 'Append To' priviledge will allow other entities to get attached with the entity. 'Append' priviledge will allow the entity to attach the records to the entity with 'Append To' privildege.

Let us understand this with simple example:
Let us say that you want to attach a note to a case then note entity should have 'Append' access right and case entity should have 'Append To' access right.

Let us take one more example to understand this. Suppose you have two custom entities called 'TestCustomEntity1' and 'TestCustomEntity2'. You want to attach the 'TestCustomeEntity2' records to 'TestCustomEntity1'records. For this you need to have 'Append' access right on 'TestCustomEntity1' entity and 'Append To' access right on 'TestCustomEntity2'.
Now guess will I be able to attach the records? Answer is "NO" because we need to create a 1:N relationship between 'TestCustomEntity1' and 'TestCustomEntity2'.
Now the user who has above mentioned access right in his security role will only be able to add 'TestCustomEntity2' records to 'TestCustomEntity1'.
16. How to create a Custom Entity record using SDK?
Ans: Using Dynamic Entity.
17. How to join two table using Query Expression?
Ans: Using Linked entity. You should always try to minimize the number of SWS calls that we make in the database. Often during code review it is explored that the number of Microsoft CRM web-service could have been reduced by making use of the Linked-entity concept. So we should always look for the opportunity to minimize the effort.
18. Can we modify the name of Root Business Unit?
Ans: No; We will have to re-install MSCRM.
19. Suppose if I have 20 user license and I have created 20users. What will happen if I create 21st User?
Ans: The 21st User will get created in MSCRM but that user will be in disabled state.
20. What are the maximum number of tabs allowed on a Microsoft Dynamics CRM 4.0 form?
Ans: 8
21. How to enable/disable the form assistant? How to make sure the form assitant is expanded/cllapsed on a form?
Ans: Navigate to Customization >> Open the Entity >> Open Forms and Views >> Open Form >> Select Form Properties >> Open Display Tab >> Check/Uncheck the "Enable the Form Assistant" and "Expanded by Default".

The interviewer will always try to figure-out whether one is comfortable with the basic concepts of Microsoft CRM (MS CRM) or not and after that; questions will be asked from your previous experience (if you have any experience in CRM). Those questions will be something like this:
1. What was you role in the MSCRM implementation project that you have worked on?
You should be honest while giving answer to this question and should give a brief overview of the project and your role. This is very important question because the answer of this question will tigger so many questions. You should highlight the key skills you have; this way you will divert the attention of the interviewer to your key skills and try not to expose the area in which you are less confident.
2. What was the most challenging task you have faced till now?
Here you should give answer that exihibit your positive attiude . e.g. for a techincal consultant it may be something like ... "I was new to the suppport and during this experience i faced challenging issue related to plug-in that impoved my debugging skills. Email-to-case plug-in was really diffcult as we had to take care of so many conditions. I have learnt one thing during my previos assignment and that is 'Never give-up'".
3. What was the size of the implementation? (i.e. the number of user-licenses)

Q: What is CRM Service of MSCRM?
Ans: CRM Service is the main web service and it exposes Six methods such that you can write your code against CRM entities. To perform operation other than the six operations (six methods provided by mscrm) we will have to use the Execute method.
Q: What is Metadata service of MSCRM.
Ans: Dictionary meaning of the word METADATA is data about data and similarly the metadata holds the information about MSCRM means the information about the entity and attribute e.g. Display name, platform name, size of the attribute, datatype of attribute etc. If we want to access any information about any entity (Dynamic or system) we will have to make use of the Metadata service. In the database we can find the metadata table and name of these table begins with keyword Metadata.
Q: What is discovery Service?
Ans: The Discovery service is a global service that helps the caller to detemine the correct organization and URL. Microsoft CRM server may include several servers. Each server might be dedicated to multiple organization. Each of these servers will have dedicated web-service URL for faster operations. Internally the Microsoft CRM server allocation may change so the discovery service directs the request to its corresponding web-server for further processing.
In short the Discovery service responsibility is to find the 'CRM Service' and 'Metadata Service' urls.

The discovery service returns the list of organization URLs that the current-requester (current user) belongs to. During the Outlook client configuration discovery service shows he list of organization the current-user belongs to.

This web-service is used to create authentication ticket in case of Windows live authentication.

Q. Suppose I want to migrate an Microsoft CRM implementation from one environment to other environment. Let us assume that there a published workflow for account entity. Now in normal usage there will be few accounts-records for which the workflow will be waiting/Waiting for Resource/Failed/Succeded state. So what should be our strategy for the migration. What will happen to the records which are in waiting state and what will happen to the records which are in-progress?
Q. Suppose there is a plug-in registered for account entity. When a user submits a request (e.g. account creation etc.) to the web-server then what will happen in the server?
Ans - The plug-in will get loaded into the memory and will perform the operation it is needed to do.
Q. Now what will happen if 100 users will submit the request to the web-server? The plug-in code will get loaded into the memory for 100 times?
Ans - Answer is NO. Noticable point over here is that the Microsoft CRM is a mananged application and runs under .Net framework. So whenever the first request arrives at the web-server the plug-in code is loaded into the memory and will perform its operation and susequently the same plug-in code will serve the process for other user as well. So this way it saves the amount of time required to load the plug-in into the memory. If the plug-in code is not being used for long then the Garbage collector will identify it and will sweep the plug-in out from the memory.
Q. How to add/remove columns in an entity lookup window.
Ans - Go to Settings >> Customization >> Select the entity >> Click 'Forms and Views in the Left Nav Pane" >> Double click the 'Entity Lookup View' >> Dialog box appears that contains the Add/Remove and Sorting options for a lookup view.
Q. How to Debug the java script that we write for some validation on entity pages.
Ans - Following are the steps that are needed to be followed:
1. Enable the Debugging in the Internet Explorer - Goto Tools >> Internet Options (wizard will appear >> Click the 'Advanced Tab' >> Under Browsing Section uncheck the 'Disable script debutting' checkbox >> Click OK.
2. Edit the java script code of the Entity Page that you want to debug.
3. Put the statement 'debugger;' above the line where you want do the debugging. e.g. suppose my java-script show 'Hello World' message and i want to debug this then following is the way I am going to add script:
debugger;
alert('Hello World')
4. Save and Publish corresponding customization.
5. Perform the operation that would trigger the java script written by you
6. Debugger dialog box will appear and select appropriate debugger (Visual Studio new or existing instance)
And you may start debugging from the 'Debugger' statement of your javasript.
More to Come...

I hope this post will help you to crack technical interviews on MSCRM. All the best for your interview...

Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Tuesday, November 23, 2010

Microsoft Dynamics CRM 2011 – Feature Videos

You can see some nice videos about Dynamics crm 2011

The video highlights will include:

Dashboards
Charts
Ribbon UI
Conditional Formatting in Outlook
Form Enhancements part 1(Embedded Grids, SharePoint Integration)
Form Enhancements part 2(Role-based forms, Form Navigation)
Filters/Views
Dialogs
Auditing
Connections

www.youtube.com/sonomapartners

Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Helpful videos about Dynamics CRM 2011

You can see some nice videos about Dynamics CRM 2011 and previous versions on youtube.

http://www.youtube.com/user/MSdynamCRM

Monday, November 22, 2010

Dynamics CRM 2011 Document for developers

Download important document about CRM2011 for developers and ISV's. I hope it will help you

http://download.microsoft.com/download/F/E/6/FE6F3347-35A8-4780-90FC-A57C668E2A4A/CRM2011_ISV_WhitePaper_Nov2010.pdf

Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Dynamics CRM 2011 walkthrough with features

Dear Readers,

You can see features walkthrough in slideshow

http://www.slideshare.net/jukkan/crm2011-walkthrough-part1

Regards,
Imran MVP CRM
https://mvp.support.microsoft.com/profile/imran.mustafa
MSN : mscrmexpert@gmail.com
SKYPE : mscrmexpert
BLOG : http://microsoftcrm3.blogspot.com

CRM2011 new Features

12 new and interesting MS Dynamics CRM 2011 features

Of all the new features that are supposed to be coming out with Microsoft Dynamics CRM 2011 (formerly CRM 5), here are 12 features that I am excited to take a look at and see if they are true:

1.The ability to create a query behind a lookup.
2.Placing a grid with child records on a parent form.
3.Autofilter sorting like with Microsoft Office Excel.
4.The ability to highlight and flag CRM records just like you can in Microsoft Outlook.
5.The new ribbon.
6.A reading pane to give you instant access to a record, just like in Microsoft Outlook.
7.The ability to create guidance and step-by-steb instructions for your users thru a business process.
8.Some pre-built realtime dashboards.
9.Out-of-the-box integration with SharePoint.
10.Field level security.
11.A tailored form experience.
12.The new marketplace for add-ins and solutions.

I hope it will help and we will add some more features.

Regards,
Imran MVP CRM
https://mvp.support.microsoft.com/profile/imran.mustafa
MSN : mscrmexpert@gmail.com
SKYPE : mscrmexpert
BLOG : http://microsoftcrm3.blogspot.com

Wednesday, November 10, 2010

Plugin Messages Table

Here are the events / messages for plugins. You will find all available messages

http://msdn.microsoft.com/en-us/library/cc151101.aspx

Regards,

Imran

Friday, October 29, 2010

Update Rollup 14 for Microsoft Dynamics CRM 4.0

The Microsoft Dynamics CRM Sustained Engineering (SE) team released Microsoft Dynamics CRM 4.0 Update Rollup 14 on Thursday, November 18, 2010.

The links below will take you to the necessary information about Update Rollup 14.

Microsoft Download Center: http://www.microsoft.com/downloads/details.aspx?FamilyID=0fde5456-05a5-4407-81b3-0eaa928c8cc3
Microsoft Knowledge Base Article: http://support.microsoft.com/kb/2389019
General details about Update Rollup 14

Update Rollup 14 is cumulative. However, the Update Rollup 14 CRM Client and Data Migration Client packages require Update Rollup 7 to be installed. For all other CRM components, you do not need to install any previous Update Rollups prior to Update Rollup 14.

The Update Rollup 14 download contains updates for the 40 supported Language Packs. Prior to installing the Update Rollup 14 Language Pack, you must install the original Language Pack.

Regards,
Imran

[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert

Wednesday, February 17, 2010

At MVP Summit2010

Dear Readers,

Many MS CRM MVP's are here in summit, enjoying the sessions about MS CRM 5.0

Regards,
Imran

MVP CRM https://mvp.support.microsoft.com/profile/imran.mustafa

MSN : mscrmexpert@gmail.com

SKYPE : mscrmexpert

BLOG : http://microsoftcrm3.blogspot.com

Wednesday, January 27, 2010

Javascript functions for CRM 2011 - Part 2

Here’s an example of how to call the function (I retrieve the details of one lookup field and then call the above function to populate another lookup field):

1 var ExistingCase = Xrm.Page.data.entity.attributes.get("new_existingcase");
2 if (ExistingCase.getValue() != null) {
3     var ExistingCaseGUID = ExistingCase.getValue()[0].id;
4     var ExistingCaseName = ExistingCase.getValue()[0].name;
5     SetLookupValue("regardingobjectid", ExistingCaseGUID, ExistingCaseName,"incident");
6 }

Set the Requirement Level of a Field:

Note: this example sets the requirement level of the Address Type field on the Account form to Required.

Note: setRequiredLevel(“none”) would make the field optional again.

1 function SetRequirementLevel() {
2     var AddressType = Xrm.Page.data.entity.attributes.get("address1_addresstypecode");
3     AddressType.setRequiredLevel("required");
4 }

Disable a field:

1 function SetEnabledState() {
2     var AddressType = Xrm.Page.ui.controls.get("address1_addresstypecode");
3     AddressType.setDisabled(true);
4 }

Hide a field:

1 function hideName() {
2     var name = Xrm.Page.ui.controls.get("name");
3     name.setVisible(false);
4 }

Hide a nav item:

Note: you need to refer to the nav id of the link, use F12 developer tools in IE to determine this

1 function hideContacts() {
2     var objNavItem = Xrm.Page.ui.navigation.items.get("navContacts");
3     objNavItem.setVisible(false);
4 }

Hide a Section:

Note: Here I provide a function you can use. Below the function is a sample.

1 function HideShowSection(tabName, sectionName, visible) {
2     Xrm.Page.ui.tabs.get(tabName).sections.get(sectionName).setVisible(visible);
3 }
4  
5 HideShowSection("tab_5", "tab_5_section_4", true);

Save the form:

1 function SaveAndClose() {
2     Xrm.Page.data.entity.save();
3 }

Save and close the form:

1 function SaveAndClose() {
2     Xrm.Page.data.entity.save("saveandclose");
3 }

Close the form:

Note: the user will be prompted for confirmation if unsaved changes exist

1 function Close() {
2     Xrm.Page.ui.close();
3 }

Determine the Form Type:

Note: Form type codes: Create (1), Update (2), Read Only (3), Disabled (4), Bulk Edit (6)

1 function AlertFormType() {
2     var FormType = Xrm.Page.ui.getFormType();
3      if (FormType != null) {
4         alert(FormType);
5     }
6 }

Determine the GUID of the current record:

1 function AlertGUID() {
2     var GUIDvalue = Xrm.Page.data.entity.getId();
3     if (GUIDvalue != null) {
4         alert(GUIDvalue);
5     }
6 }

Determine the GUID of the current user:

1 function AlertGUIDofCurrentUser() {
2     var UserGUID = Xrm.Page.context.getUserId();
3      if (UserGUID != null) {
4         alert(UserGUID);
5     }
6 }

Regards,
Imran
[MVP CRM] = https://mvp.support.microsoft.com/profile/imran.mustafa

MSN/IM= mscrmexpert@gmail.com
SKYPE= mscrmexpert
BLOG= http://microsoftcrm3.blogspot.com
Linkedin = http://www.linkedin.com/in/mscrmexpert
Twitter = @mscrmexpert