Microsoft Dynamics
Code Free Dynamics 365 Configuration Values
Dynamics 365 Configuration Values In many systems, there will be a need to store key/value pairs for configuration data. Examples of this might be contact email address for an email template or a link to a payment gateway etc. To further complicate things we have development, test and production environments. What will be a valid…
Read MoreConverting a CRM Workflow to an Action
Actions have been around for a while now and they’re a great addition to the CRM developers toolkit. But what about when you revisit an existing workflow and think, wouldn’t it be great if I could convert this guy to an action and then either call it from JavaScript or if using CRM 2016 or above use a…
Read MoreCRM 2016 On-Premise to SharePoint Online Gotcha’s
CRM 2016 On-Premise to SharePoint Online Recently, I was asked to setup server-based authentication from Dynamics CRM 2016 to SharePoint Online. Step 1, read through the TechNet article and make sure all the prerequisite stuff was complete on the CRM installation. Microsoft Dynamics CRM System Administrator security role. This is required to run the Enable Server-based SharePoint…
Read MoreQuick tip: Unable to connect to IFD Organization using XRMToolBox
Here’s a quick tip if you’re getting the following error message when trying to connect to an IFD Organization using newer versions of XRMToolBox (that use the connection wizard): Unable to Login to Dynamics CRM Assuming your IFD is setup and working correctly the issue could be something as simple as the domain and username…
Read MoreImporting a CRM Organization doesn’t always reflect the new Organization name
A typical practice when developing for CRM is to import a template org into your target environment then apply any custom schema changes (via solutions) over the top. You would then import any seed data that is required for the organization. The way to do this is a have a template organization in CRM, then…
Read MoreConnecting the CRM Email Router to a CRM Online deployment
Here’s a quick tip for connecting the CRM Email Router to a CRM Online Deployment. If you’re following along with the documentation from Microsoft: Microsoft Dynamics CRM Email Router Installing Guide for use with Microsoft Dynamics CRM Online The section that describes connecting to a CRM Online deployment states: If you are connecting to Microsoft…
Read MoreCRM 2015 (Update 1) filter a sub grid to show data based on hierarchy using fetchxml
Code Sample Updated for CRM 2015 Update 1 Scenario Let’s say you have three Contracts in CRM defined for three Customers (Account). Contract 1: Customer 1 Contract 2: Customer 2 Contract 3: Customer 3 And Customers 1 – 3 are in Parent Child relationships. Customer 1 Customer 2 Customer 3 We add a sub grid to…
Read MoreCRM 2015 Hierarchies are cool!
CRM 2015 Hierarchies are a really cool feature that let users navigate records by visually seeing parent child relationships. Out of the box Accounts, Positions, Products, and Users entities get hierarchies baked in. Hierarchies can be added to other built-in entities and to all custom entities. Figure: CRM 2015 Hierarchy Visualization To make working with…
Read MoreInstalling a Dynamics CRM 2015 for Demo Environment
With Dynamics CRM 2015 now available on MSDN for download I thought I’d get on top of it right away and setup a demo VM. With most MS products this is pretty easy, but Dynamics has a higher requirements list. The prerequisites include: Windows Server Active Directory (yep you’ll need to setup a domain controller)…
Read MoreDymanics CRM 2015 and Dymanics GP 2015 now on MSDN
Head over to msdn.microsoft.com (needs msdn subscription) to get the downloads. Really looking forward to getting CRM 2015 up and running and playing with some of the new features like: Enhanced Business Processes Enhanced Business Rules Fields: Calculated and Roll-up Hierarchy Visualization
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