Color Picker in MS CRM ?

What is Issue?

How to add Color Picker in MS CRM?
There might be situations where you have to use colors in MS CRM and you wish to have wide range of colors. But in MS CRM there is no field or option available for now.

The Reason-

You have multiple custom controls available in MS CRM right now but there is no option for color picker and there is no way to add your own custom control for now.There is no out-of-box Color picker available in MS CRM.


There are 2 solution for the color pickers –

  1. You can use Option set and provide user to select limited options of colors.
  2. You can use Custom web resource with your own libraries or open-source libraries.

The first option is reliable, but not much attractive if user wants some colorful UI and wide range of colors.

Using second option is not supported way but it gives you attractive interfaces.

There is open-source library available for color Picker – spectrum

You can use this library with dynamics CRM as web resources. You can have very nice color picker in MS CRM with these libraries.



Hope this will help…

Enjoy Ms CRM!!!

How to get event for ‘x’ button of openConfirmDialog()

What is Issue?

While using openConfirmDialog in Xrm, you will be always able write the logic according to ok and cancel button. But some times ‘x’ button will get ignored while development and which will results into code loophole. Also there might be situation when you have to write different logic on ‘x’ and ‘cancel’ button. So how to get the ‘x’ button event?

The Reason-

Microsoft has provided the documentation for openConfirmDialog () with ok and cancel button description. But might be forget to write about ‘x’ button or might be they functionality was inprogress while it was documented.


If you know ,you can write success callback and error callback function to openConfirmDialog ().then(success(),error());

Success callback function holds the response from user, whether he confirmed or canceled this action. Using same function we can handle ‘x’ button event.

The user response to the confirmation as below-

  • Press Ok : success.confirmed
  • Press Cancel: success.confirmed
    = false
  • Press ‘x’ : success.confirmed
    = undefined

So in success callback function, use proper conditions to handle logics on these buttons available on openConfirmDialog.

Now according to above code, if I press ‘x’ the result will be as below-

Hope this will help…

Enjoy Ms CRM!!!

Error -Newtonsoft.JsonJsonSerializationException: Self referencing loop detected for property ‘Entity’ …while setting Icons and ToolTips to the Columns in System Views -MS CRM

What is the Issue?

Microsoft Dynamics CRM provided the feature to set Icons and tooltips to the columns in System views based on some conditions like priority task, critical records, Expiry Dates on records, etc. This helps user to take action on or analyze the records.

But sometimes it simply fails and throws exception before loading the view itself. It becomes difficult to figure out issue behind this.

The Reason-

In earlier version of MS CRM i.e. previous to v9.1 where Microsoft provided the feature to add the icons and tooltips to columns, this is working fine for system views of all the entities except Activity entities like email, appointments, Tasks.

The reason behind this is the Party list fields used in entities which are also used in views. Party List fields are lookup fields of multiple entities.

Let’s have an example-

We have the “All Emails” system view for Email entity which is Activity entity.
In system view , there are two fields “From” and “To” as below-


Let’s add javascript on some field to show the icons and ToolTips-


And publish the Customizations.
When We try to load the view got error message as belows-


When I downloaded the Log file I got some exact error like-


Even If you try to debug the function, you will not be able to do so. It shows exception before hitting the function. So if you take a look closely to the exception from log file it is showing some Error highlighted in above screenshot.

And here you have exact reason-


From field is Party List field and System is trying to set metadata value for entity of lookup and MS CRM is failing to parse the rowData for this multi-entity type lookup.


Only you can remove the all party List columns from system view to make your javascript work for setting Icons and Tool Tips. (This will not the great solution which makes you view useless). So there is no OTHER solution to resolve this issue in earlier versions of MS CRM.

In latest version of MS CRM i.e. V9.1 and above MS has resolved this bug and you can see this working in new versions on MS CRM-


You can see the “from” and “to” fields are ignored in these views.
Below is the Json rowData value where you can find the blank values for “from” and “to” fields-


So the issue resolved in latest versions of MS CRM.

Hope this will help you.

Enjoy MS CRM!!!

Calendar and Calendar Rules in MS CRM

What is the Issue?

Calendar is the great feature provided by MS CRM which is used by the scheduling system to define when an appointment or activity is to occur. But when it comes to be used by other entities in case of calculation of dates which will consider the holidays and weekends , it becomes difficult to handle. OOB there is no option to use calendar directly in entities.

The Reason-

Calendar is only entity directly available in MS CRM to be used by developers, You will not be able to access Calendar Rules entity type record which holds the information of free/busy times for a service and for resources or resource groups, such as working, non-working, vacation, and blocked.


As there is no Out-Of-Box option, You need to go with custom code.

First let’s understand the calendar, Holidays Calendar and Calendar Rules-

You will find the calendar under Setting > Service Management >Customer Service Schedule. You can follow the below screens to configure your Business calendar-

You can create Calendars as below with work days, work Hours and Holidays details .
This is the main calendar (with type 1) which is used to consider weekend and work hour in activities and appointments.

Holiday Schedule has a lookup for another calendar entity record with type 2 i.e. Holiday Scheduler calendar.

You have to create this Holiday calendar as below-Calender4Calender5

You can configure multiple holidays here-

There is Calendar Rule entity record associated with the Calendar entity ( Service Schedule and Holidays Schedule calendar) which holds information inside calendar like week days , Work Hour and Holiday start , holiday end, etc.

Now coming to the solution for our issue-

As we have the option for custom code,

And In case of c# code- we can use entity  “calendar” and “calendarrule” like-
Entity calendar= new Entity(“calendar”);
Entity calendarRule= new Entity(“calendarrule”);
And use OrganizationService object to play around calendar.

In case of javaScript, we can access the information using WebApi like
[organization URI]/api/data/v9.1/calendars
Use WebApi methods GET, POST, PATCH and DELETE operations.

[organization URI]/api/data/v9.1/calendarrules
It is not possible to perform GET, POST, PATCH and DELETE operations with this entity. This can be retrieved along with Calendar WebApi call, as a sub entity record.

You can refer the below code for javaScript to retrieve the Calendar and Holiday Schedule information-



Hope this will help you to play with calendar.

Enjoy MS CRM!!!

Set “Look For” for particular entities in Multi-entity Lookup Field like party List

What is the Issue?

Developers got requirement once in his development career to set the lookup value with only some particular entities like he only needs “users”, “contacts” and restrict other entity’s records to be selected. But he/she have to implement this for some conditions like on change of some field value. But this kind of lookup always shows all the entities in lookup.

The Reason-

This lookup field shows all the entities as it’s default OOB behavior of the multi-entity Lookup (Party List).


You can handle this situation with the help of client side scripting (JavaScript).

Lets have Example-

I want to show only “Contact” and “User” records in “To”,”Cc” and “Bcc” fields (Party List) of Email Entity depending on “Email Behavior” option set field value.


I have 2 conditions here –

  1. Default E-Mail : should show all the entities records in lookup field as default behavior of field.
  2. E-mail To Contact or Users Only: should show only “Contact” and “User” entities records in lookup field and all others should be hidden.

Lets do it with Javascript here-


Add function “filterOnLoad” at locations-
1. “onLoad” event of form with “Pass execution Context as first Argument” checked.
2. “onChange” event of “EMail Behavior” field with “Pass execution Context as first Argument” checked.

Publish your customization and here its done…

Please Note : for “From” field has different behavior than these all above fields. “From” field is lookup/PartyList for only “Users” and “Queues”.


You can refer My other blog post related to this one – Filter Required/Regarding (partylist data type) fields…

Hope this will help you.

Enjoy MS CRM!!!