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Fast-Track Dynamics 365 Part 2 of 2 - Development with Visual Studio Templates
Dominic Jarvis, 19 March 2018
When developing, there are often things that you repeat on a regular basis. In order to speed up development, it can be helpful to have portions of code that are available for quick access. In a previous blog, I wrote about how you can use Visual Studio snippets to allow for quick creation of code&n
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Fast-Track Dynamics 365 Part 1 of 2 - Development with Visual Studio Snippets
Dominic Jarvis, 16 March 2018
When developing, there are often things that you repeat on a regular basis. In order to speed up development, it can be helpful to have portions of code that are available for quick access. With Visual Studio, it is possible to put together code snippets with templated variables, which allows for q
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Dynamics 365 V9 Contact Records Not Opening from All Contacts View
Jared Johnson, 15 March 2018
In the Dynamics 365 V9 update there is a new view for Contacts – the “All Contacts” view. However, attempting to open existing contacts from this view only results in the new contact form opening instead. If we look at the FetchXml for this view we can see that this view is missing the contactid att
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New Fully Customizable Dialogs in Dynamics 365 with Alert.js 3.0
Paul Nieuwelaar, 14 March 2018
Alert.js version 3.0 is going to be available very soon, and with it comes a bunch of cool new features, most anticipated of all is the new ‘showPrompt’ function which enables you to create fully customizable prompts, similar to what dialog processes provide in Dynamics 365. Microsoft recently depre
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Create a Service Level Agreement for Cases in Microsoft Dynamics 365
Jasper Marri, 13 March 2018
Service Level Agreement (SLA) is one of the many features in Microsoft Dynamics 365 which can be used to manage services provided to clients. It is a level of service of contract between a Company and its Client. Suppose XYZ help desk needs to create a new service level agreement for a client (Frost
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Displaying Entity Forms Inside Microsoft Dynamics 365 Portal
Arpit Malhotra, 12 March 2018
Microsoft Dynamics 365 lets you display the entity forms within your Dynamics 365 Portal (previously owned by ADX Portals). It empowers users to store information from the portal form directly into CRM. It’s a user-friendly interface that allows you to collect data from the portal without having to
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Workaround with Report Authoring Extension Connection Issues with Dynamics 365 V9
Jared Johnson, 09 March 2018
Now that Microsoft are enforcing TLS1.2 for Dynamics 365 V9, a bunch of older tools will no longer be able to connect to CRM. This currently also includes the Report Authoring Extension for SQL Server Data Tools that allows creating FetchXml reports, as there has been no new version released for V9
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Dynamics 365 Online Authenticate with Client Credentials
John Towgood, 08 March 2018
The previous blog covered details on using User Credentials to authenticate with Dynamics CRM 365 Online. This can be a problem when executing long running background application processes that integrates with Dynamics CRM 365 Online. The problem is that a User can change their password theref
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How to Reset to a Different CRM Version in Microsoft Dynamics 365
Dominic Jarvis, 07 March 2018
If you created a new Microsoft Dynamics instance recently, you may have noticed that the version of the instance is v9.x. If you created this for dev purposes, you may need this to be CRM v8.x or perhaps an even earlier version, and thankfully it’s pretty easy to set this up. Please note that this s
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How to Save Files in a Supported Manner Using Dynamics 365
Dominic Jarvis, 06 March 2018
With the move to Dynamics 365 version 9.x, many new methods have been added to the Client API. One of the particularly useful ones is the ability to (in a now supported manner) save files directly from Dynamics 365. A link to the documentation can be found here: https://docs.microsoft.com/en-us/dyn
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Fixing Plugin Not Triggered on Create of a User in Microsoft Dynamics 365
Zoe Sands, 05 March 2018
I recently had to write a plugin for a client that would be triggered when a user was created. This plugin would create some custom settings records for that user. The first thing I tried was creating these records when a user was created however despite being able to register a plugin on create of
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Solution Form Social Pane Issue After CRM 2011 to Dynamics 365 Upgrade
Satyvir Jasra, 01 March 2018
Recently, we upgraded a client’s CRM 2011 to Dynamics 365. On the forms of many entities, the Social Pane wasn’t working normally. The users were not able to add activities and notes. After some trial and error, I found a solution this problem. I created a new form for the affected entities
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Introducing Xrm.Panel for Microsoft Dynamics 365
Dominic Jarvis, 28 February 2018
Panels are a convenient feature introduced as a preview feature in the December 2016 update for Dynamics 365 (see: https://msdn.microsoft.com/en-us/library/mt790281.aspx ). Although technically available, the functionality didn’t appear to do anything until version 9 (tested with v8.2 on-premise). T
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Calling the Progress Indicator in Microsoft Dynamics 365
Arpit Malhotra, 27 February 2018
One of the great features in the release of Dynamics 365 was out of the box functionality to display the progress indicator on the form. It’s most beneficial in cases where users have to wait for the data to load or for the long-running process to complete. It may also be used to prevent users from
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Fixing Incorrect Views Width After CRM 2011 to Dynamics 365 Upgrade
Satyvir Jasra, 14 February 2018
Recently, we upgraded a client’s CRM 2011 to Dynamics 365. For some entities, the associated view of related entities of a record didn’t have the correct width when accessed from the navigation area, resulting in some whitespace to the right of the screen as shown in the yellow highlighted area belo
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