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…

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Converting 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…

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CRM 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…

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Connecting 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…

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CRM 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…

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Installing 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)…

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Dymanics 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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