Upgrade CRM customization from CRM 4/11 to CRM 2013

Microsoft CRM 2013 is great but are you ready for it? What are the challenges?

Old code might stop working – CRM is
in inoperable state.

Old API is not supported – need to learn
the new one.

Old navigation paradigm is not there
anymore – need to adapt the new one.

What are commonly promised benefits?

Cross platform support! (iPad, iPhone, windows surfaces);
User Productivity boost with new touch-optimized user interface.

What do we promise above and beyond?

System performance increase;
Bringing a way for advanced users to adapt CRM to their needs by themselves.

What is the process?

  • First, we thoroughly learn your CRM customization; dig into your code; and split it into 4 parts:
  • 1. what has to be fixed to work;
  • 2. what can be done now through configuration by business users instead of programming;
  • 3. what still needs to be programmed but in a more efficient way;
  • 4. what can be left as it is.

Then we deal with each of these parts separately with a focus on the following 3 key activities:

  • 1We replace JavaScript on the forms where possible with CRM 2013 business rules, that allow advanced users to configure form level business logic, such as making controls visible / hidden, or setting default values;
  • 2We leverage CRM 2013 real time workflows to substitute server side plug-ins that give advanced users the power to adjust implemented business processes on the fly;
  • 3We optimize system performance by eliminating client server JavaScript communication overhead by means of introducing new project specific CRM messages that transfer all of the required client information at once, and are processed almost instantaneously on the server.
Why to engage WaveAccess?

WaveAccess team has been developing add-ons and vertical solutions for Microsoft CRM for more than 7 years and we became experts in CRM SDK.

We tried different approaches and know which ones work faster and more reliable. Not only will we make your code work in a new environment, we will make it work fast.

WaveAccess has a unique expertise in numerous upgrades from Microsoft CRM 4.0/Microsoft CRM 2011 to Microsoft CRM 2013.

 

Don't let old software keep your business processes stuck.
Outsource CRM upgrade and get significantly powerful new CRM!

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Upgrade CRM customization from CRM 4.0/2011 to CRM 2013

To make upgrade CRM customization from CRM 4.0/CRM 2011 to CRM 2013 as simple as possible, Microsoft Dynamics CRM 2013 introduced a new “Business Rules” functionality that allows advanced users to configure form level business logic, such as making controls visible/hidden, or setting default values.

Upgrade CRM 2011 to 2013

This is the easiest way to upgrade CRM customization from CRM 4.0/CRM 2011 to CRM 2013 and to implement custom business logic through UI and it’s not necessary now to write scripts to handle the following actions:

  • Show error message
  • Set field value
  • Set business required
  • Set visibility
  • Lock or unlock field

Business Rules can be accessed from any entity form after upgrading to Microsoft Dynamics CRM 2013:

Creating New Business Rule from Contact form in CRM 2013

We have described a few examples, where Business Rules in Microsoft Dynamics CRM 2013 can be applied instead of coding.

Set Field Value

Task: Set Former Client field (formerclient) value to “No” if Client (client) field value is “Yes”.
Below is js code of onChange handler event for these fields that allow solving problems.
function onChangeСlient () {
var value = Xrm.Page.getAttribute("client").getValue();
if (value)
Xrm.Page.getAttribute("formerclient").setValue(false);
}

function onChangeFormerClient() {
var value = Xrm.Page.getAttribute("formerclient").getValue();
if (value)
Xrm.Page.getAttribute("client").setValue(false);
}

The screenshot below displays how this business logic can be implemented with the help of Business Rules after upgrade to CRM 2013.

Setting Field Value with the help of Business Rules in CRM 2013

Setting field as business required.

Task: It is necessary to set the field Spouse/Partner Name ( spousesname ) Business Required if the Marital Status ( familystatuscode ) does not equal Single ( single ) and vice versa.

Below is js code of onChange event handler for Family status fields that allows solving this task.

function changeAttribute() {
var value = Xrm.Page.getAttribute("familystatuscode").getValue();
if (value == 1) {
Xrm.Page.getAttribute("spousesname").setRequiredLevel("none");
}
else {
Xrm.Page.getAttribute("spousesname").setRequiredLevel("required");
}
}

The same logic is implemented with the help of Business Rules in CRM 2013:

Setting Field as business required with the help of Business Rules in CRM 2013 Hiding field with the help of Business Rules in CRM 2013

Setting visibility and lock/unlock field.

Task: Do not show field Spouse/Partner name if Marital status equals “Single”.

Below is js code of onChange event handler for Family status fields that allows solving this task.

function changeAttribute() {
var value = Xrm.Page.getAttribute("familystatuscode").getValue();
var visibleValue = value == 1;
Xrm.Page.getControl("spousesname").setVisible(visibleValue);
}

The same logic is implemented with the help of Business Rules in MS CRM 2013:

Help with upgrading to Microsoft Dynamics CRM 2013

To lock/unlock field, select this action:

locking/unlocking field

Show the error message.

Task: Show error message if user selects the same contact for Manager and Assistant field within one Contact form.

Js code is below:

function sameFieldChange() {
var value = Xrm.Page.getAttribute("manager").getValue();
var isError = value == 1;
var control = Xrm.Page.getControl("assistant");
if (isError) {
control.setNotification("Manager equals Assistant. Please, set another person as a Manager");
}
else {
control.clearNotification();
}
}

The same logic is implemented with the help of Business Rules in CRM 2013:

Showing error message with the help of Business Rules in CRM 2013
If you do not have time for dealing with such issues we can help you!
Call us today at +1 866 311 2467 or get in touch.

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