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Where is CRM 2013 Equivalent to CRM 2011 File > Properties Dialog? RRS feed

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    In CRM 2011 (& previous releases), when displaying an entity form, you could click File > Properties to display the created on, last modified on & security permissions for the current record. This seems to have disappeared in CRM 2013. Yes, you could add the 2 fields, but you can't see the permissions. Is there any way to bring back this useful help desk/diagnostic function?

    Wednesday, December 4, 2013 3:09 PM

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    The File menu is no longer accessible - you can get access to the page still using a url something like:
    https://<org>.crm4.dynamics.com/_forms/properties/properties.aspx?id=%7b<Record ID>%7d&objTypeCode=<Object Type code e.g. 1 for Account, 2 for Contact etc.>

    You could create a Ribbon Button to show this page.

    Hope this helps,
    Scott

    Scott Durow
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    Thursday, December 5, 2013 5:23 PM
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    Here is a managed solution that adds a Command Bar button to show form properties:

    http://www.develop1.net/public/post/Form-File-3eProperties-dialog-in-CRM-2013.aspx

    Hope this helps,

    Scott

    Scott Durow
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    Thursday, December 5, 2013 8:33 PM
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    thanks for this reply but is this solution available to all users?

    I had downloaded this solution but only few users can see it 

    How should i make this solution available to all users

    Any help much appreciated

    Thanks

    Pradnya07


    • Edited by Simran08 Monday, November 10, 2014 10:42 AM 1
    Monday, November 10, 2014 10:41 AM
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    Hi,

    you Need to give the users permissions to read the "Publisher". You can find it in the customization tab of the security role

    Hope that helps,

    katharina

    Thursday, November 13, 2014 10:38 AM
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    Hi Scott,

    Is this a free solution for CRM users?

    Friday, January 16, 2015 7:31 PM
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    It certainly is!

    Scott Durow
    Blog www.develop1.net    Follow Me
    Rockstar365
    If this post answers your question, please click "Mark As Answer" on the post and "Mark as Helpful"

    • Proposed as answer by GPCapella Friday, January 16, 2015 10:08 PM
    • Unproposed as answer by GPCapella Friday, January 16, 2015 10:08 PM
    • Proposed as answer by GPCapella Friday, January 16, 2015 10:18 PM
    • Unproposed as answer by GPCapella Friday, January 16, 2015 10:18 PM
    Friday, January 16, 2015 7:36 PM
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    Thank you!
    Friday, January 16, 2015 10:08 PM