Viewing entries tagged
Purely CRM

Our Annual Trip to Whistler BC!

Our Annual Trip to Whistler BC!

Our Trip

This past Thursday I had the chance to travel to Whistler with the entire Purely CRM team. Although the weather forecast was not on our side, fortunately it was a very sunny day in the village. Our trip to the mountainside was supposed to include a short trail walk, however, the mountain had other plans! Hail had started en route to the peak, but once we were at the peak flurries were flying in!

As we were doing our Peak 2 Peak to the drier side, we were fortunate enough to see a couple of bears and the beautiful scenic views of our beautiful province.

The entire trip was very fun, and on a personal note, I had the privilege to meet the entire team, and create new relationships. With our dynamic and broad team coming together from all distances, it helped us reflect on our accomplishments, and future goals.

Have a great rest of your day,

Gurkirat

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How to Hide/Display a Delete Button on the Command Bar Based on a Field Value on a Related Entity

How to Hide/Display a Delete Button on the Command Bar Based on a Field Value on a Related Entity

I want to show you how to hide/display a button on the command bar based on a field value on a related entity.

Here's how you do it!

As an example we have a custom entity called “Contact Role” and we want to hide the delete button on the command bar based on a field value on another entity called “Role”. Contact Role has a 1-to-many relationship with “Role”. On “Role” entity, there is a field called “Professional Only”. If this field’s value is equal to Yes, then we want to hide the delete button on Contact Role record, otherwise we display it:

1) First we need to use the REST service to get the value of the "Professional Only" field:

2) The next step is to use Ribbon Workbench. On Ribbon Workbench we need to add a display rule that can detect the current user’s permissions for a specific entity. Choose Contact Role entity on the Entities Navigation panel. Right click on Display Rules and add a “EntityPrivilegeRule” with “AppliesTo” set to PrimaryEntity, “PrivilegeDepth” set to Basic and “PrivilegeType” set to Delete

3) We also need to add several 'Enable Rules':

a) First we need to attach the REST service to an Enable Rule. Right click on Enable Rules and Add New rule. Right click on the act.act_contactrole.DeleteButton.EnableRule and Add Rule. Select Custom Javascript Rule.

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On the right pane set “Default” to False, “FunctionName” to your Javascript function, “InvertResult” to False, and Library to your Javascript library.

b) Add another Enable Rule and call it Mscrm.CanDeletePrimary. Right click on this rule and add the rule with the type “RecordPrivilegeRule”.  On the right pane, set the “AppliesTo” to PrimaryEntity and “PrivilegeType” to Delete

c) Add the last Enable Rule and call it Mscrm.FormStateRule. Right click on this rule and add the type “FormStateRule”. On the right pane, set “InvertResult” to True and “State” to Create as we want to hide the delete button before we’re saving a record.

Now when you go back to the contact role entity if the "Professional Only" field is equal to Yes the delete button is hidden.

Purely CRM's New Fabulous Office In Yaletown

Purely CRM's New Fabulous Office In Yaletown

We've moved

With an open floor plan concept and multiple breakout spaces, Purely CRM's new office is a fabulous place to work.  In addition to the functional aspects of the work space, the aesthetics of the exposed brick, the old growth lumber, and the spiral staircase in the entrance way add a level of interest to the space.

Twelve specialized CRM experts.  One office.

The Vancouver office is home to twelve specialized Dynamics CRM consultants.  These consultants are currently working on various Dynamics CRM projects in BC, Alberta, and North Carolina.  Each one focused specifically on customer relationship management projects with a focus on Microsoft Dynamics CRM.

Address has changed, but phone number is the same

+1 (778) 668-3969
Suite 200 - 1290 Homer Street
Vancouver, BC  V6B 2Y5
CANADA

Come by and visit.

Purely CRM – Our first Year

Purely CRM – Our first Year

As I write this I am sitting on a plane bound for Edmonton. Wondering how best to consume my time over the next hour or so, my thoughts focus in on the fact that Purely CRM have just celebrated our first birthday and have been in business for one year.

Much has changed over that time and as a company we continue to grow from strength to strength. In fact, I am sharing this journey with two members of the Purely CRM team. We are flying out to work with our client in Edmonton. One of those sharing this journey being a new Partner in our business and the other being our first employee. Indeed much has changed from those early days.

On our starting day we actually had no office. Well, let’s say that certain local coffee shops proved invaluable over that period and served as a wonderful office space when we needed to meet up. Quickly this proved inadequate and we moved into our first office in Gastown, Vancouver. This office was so small in fact that with three people in there it was, let’s say, crowded.

We have recently moved into our spacious new Yaletown Office, which we share with our friends and colleagues, FilmRobot. They are a remarkable, growing company who have some seriously awesome guys working for them.

Over the year we have consistently been striving to provide our customers with the best Dynamics CRM resources in the Vancouver area. Those resources in turn have produced an extraordinary quality of work and our customers are benefiting from this.

The Purely CRM team each have many years of CRM experience, and some with multiple CRM systems. Our first employee was chosen for his outstanding academics and rich development experience and is already an invaluable member of the Purely CRM family.

We still believe as we did a year ago that our customers want specialist CRM consultants with specialist CRM knowledge and experience.

We plan to fully introduce our new Partner and first employee in subsequent posts. We also believe that this is crucial to our business as our customers want to know exactly who they are sharing their crucial business plans with.

Thank you to all our customers for making our first year so successful. Thank you for believing in us at Purely CRM. We believe in our customers and we believe in our resources. This is our differentiator from our competitors and nothing has changed since our launch, nor will it.

Alan Ashton

Director, Purely CRM