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How to Specify Custom DateTime Placeholder Format in ClickDimensions for Dynamics 365
Paul Nieuwelaar, 09 November 2017
When adding DateTime fields into a ClickDimensions email template or email send for Microsoft Dynamics 365, you need to create a placeholder which looks something like this, just like with any other placeholder: ${Recipient.contact.createdon[0]!""} The problem with this is that it displays in the de
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How to Remove Switch to Another App Navigation Menu in Microsoft Dynamics 365 Online
Paul Nieuwelaar, 08 November 2017
So you're trying to navigate somewhere in Microsoft Dynamics 365 Online, and you click the little down arrow next to the Dynamics 365 logo, because in past versions of CRM that's the go-to place for navigating. But instead of being welcomed with the beautiful Microsoft Dynamics 365 navigation menu,
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Filter N:N Add Existing Lookup Dynamics CRM 2016 Turbo Forms
Paul Nieuwelaar, 20 June 2016
In CRM 2016, when turbo forms are enabled, pretty much any unsupported code will break. Usually it’s easy enough to add a ‘parent.’ To the front of any unsupported code, however if you’re using the code from my blog post on how to do this in CRM 2013, there’s a few tricky things that need to be upda
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Dynamics CRM Share a Personal View with SYSTEM User
Paul Nieuwelaar, 16 June 2016
Why would you want to do this? Well if you’re reading this you probably have a good enough reason. My reason was because we needed to retrieve a personal view in a plugin. It needed to be a personal view because certain users should be able to edit the view, and we can’t give users access to customi
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QueryExpression Filter Lookup by Name instead of ID CRM 2016
Paul Nieuwelaar, 12 April 2016
In CRM if we want to filter a query using a particular lookup value, e.g. if you had a lookup to Country and you wanted to query all Accounts where the Country is New Zealand, you could achieve this in a couple of different ways. The first and most obvious way, is to directly reference the country
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Configuring CRM Server Side Sync with Gmail
Paul Nieuwelaar, 17 February 2016
For some reason I always seem to have problems configuring server side sync with Gmail addresses, and it always seems to be the same setting in Gmail which is blocking the connection, so I'm writing about this to make it easier for anyone else setting up server side sync with Gmail (including myself
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CRM Server Side Sync Credentials Disabled - Allow Nonsecure Channel
Paul Nieuwelaar, 16 February 2016
When configuring server-side-sync for CRM 2013, CRM 2015, or CRM 2016, by default if you want to specify credentials for the Email Server Profile or Mailbox, the fields will be disabled if your CRM is running on HTTP like my development server here. Since I have no intention of making this server us
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A server certificate could not be validated for the Reporting Services Report Server
Paul Nieuwelaar, 27 January 2016
When you're installing Dynamics CRM (this is CRM 2015 in my case), the Reporting Services check may fail with the above error. For some reason, when you install SQL reporting services (this is SQL 2014 in my case), it defaults to using SSL, even though I have no intention of using HTTPS, as this is
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Working with Dynamics CRM Activity Party Lists in C# Plugins
Paul Nieuwelaar, 07 September 2015
Every time I have to do something with activities in CRM it ends up taking way longer than expected. Unlike most entities in CRM, activities have a lot of unusual relationships and field types, not to mention all the behind the scenes processes which tend to not like when you introduce your own cust
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Basic HTML Rich Text Editor for Microsoft Dynamics CRM 2015
Paul Nieuwelaar, 25 August 2015
By default, CRM doesn’t allow us to create our own custom fields using rich text or HTML, similar to the email Description out of the box. However, if we’re building forms that push data to a website dynamically, we may need the ability to build some HTML in CRM. In the past there’s been a f
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Dynamics CRM 2015 JavaScript Form Notifications on Steroids
Paul Nieuwelaar, 12 August 2015
In a recent project I worked on, we needed to display a hyperlink in the form notification so that a user could click on it to open up an external webpage with parameters from the form. This proved to be a lot more difficult than initially anticipated, as CRM does not render any HTML tags that you
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Run Dialog in CRM 2015 Easily from JavaScript Library
Paul Nieuwelaar, 12 August 2015
A common requirement is to open a dialog process from JavaScript on click of a command bar button etc. This is quite easy to do, simply using window.open and passing in the right parameters to get the dialog working with the right record. The problem is that this doesn’t allow us to run code when th
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Call Action in CRM 2015 Easily from JavaScript Library
Paul Nieuwelaar, 12 August 2015
In my previous blog post I introduced a new JavaScript library for calling processes, and I showed the function for calling a workflow. In this blog post I’m going to look at the function for calling an action. Actions can be very useful when coupled with JavaScript, as it means we can execute compl
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Call Workflow in CRM 2015 Easily from JavaScript Library
Paul Nieuwelaar, 12 August 2015
In the past if you've needed to call a workflow from JavaScript, you need to build a massive XML SOAP request making sure to pass in the correct attributes and conditions to get the request working. This is tedious and messy, especially when there are many places you need to do this in a solution. I
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CRM 2015 Custom Alerts and Popup Dialogs in JavaScript
Paul Nieuwelaar, 10 August 2015
CRM 2013 introduced light-boxes for most popups to make the UI look cleaner with less browser alerts and popups. However, these internal functions were not included in the SDK, so as developers we couldn't access them for our custom code. Instead, we've been forced to use alertDialog and confirmDi
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