Create Email Message with Attachment from a Note

by Levin, Aric

Development  Dynamics 365  Dynamics CRM 


Posted on 12/25/2017 1:59:00 PM


Recently I saw a request of how to create an email message with an attachment that exists from a Note, and how to do this via a Plugin. I remembered doing something like that in an old project, so I thought that I would share the logic behind this.

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Connecting to Dynamics CRM from Console Application - Part II

by Levin, Aric

Dynamics 365  Dynamics CRM 


Posted on 12/22/2017 12:28:00 PM


In a recent article I explained how to establish a connection from a Console application to Microsoft Dynamics CRM On-Premise. In this post, I will cover the same steps on how to connect a Console application to Microsoft Dynamics CRM/365 Online using the Microsoft.Xrm.Sdk and Microsoft.Xrm.Tooling.Connector namespaces

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Connecting to Dynamics CRM from Console Application - Part I

by Levin, Aric

Dynamics 365  Dynamics CRM 


Posted on 12/21/2017 10:14:00 PM


Recently I have seen a lot of posts on the CRM Community of how to establish connection to CRM using a Console application. In this post I will review the steps of establish a connection. I will focus on CRM On-Premise using ADFS/Claims/IFD, and will provide additional samples on connecting to Dynamics CRM Online in a separate blog article.

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Creating an Workflow to Update an Composite Address field

by Levin, Aric

Dynamics 365  Dynamics CRM 


Posted on 11/22/2017 2:30:00 PM


There might be certain projects where you have a custom entity with address fields, and you want have a composite field that will display the address, and be able to use that process across the board in multiple entities. The example below shows how to do that.

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Dynamics 365 v9 - The end of the SDK

by Levin, Aric

Development  Dynamics CRM 


Posted on 11/1/2017 10:30:00 PM


With the release of Dynamics 365 (online), version 9.0, there are a lot of changes in our developer resources. One of the biggest changes though, is that the Microsoft Dynamics CRM SDK will no longer be available as a download. The new name of the SDK, as it was known will be the Microsoft Dynamics 365 Customer Engagement Developer Guide.

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Retrieving data fields from subgrid

by Levin, Aric

Dynamics 365  Dynamics CRM 


Posted on 10/22/2017 2:25:00 AM


This is probably a request that has been required many times, but recently, one of our customers had a request to open an OnBase document based on some data that was available in a subgrid. Since OnBase has a web to query the database using a query string in their web application, this seemed to be an easy enough solution.

 

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Cloning a Record in Dynamics CRM

by Levin, Aric

Development  Dynamics 365  Dynamics CRM 


Posted on 10/22/2017 12:22:00 AM


Recenly we received requests from clients and some questions from Dynamics Community members on how to Clone records. Although there are some available solutions out there, and the various possibilities on how to implement this, we would like to demonstrate here one possibly and not to complicated way on how to implement this. This implementation involved using Ribbon Workbench to create the Clone button and a Command that will execute a JavaScript function, which will call an action and execute Plugin/Action code to copy the record.

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Creating a Ribbon Button Using Ribbon Workbench to call a JavaScript action

by Levin, Aric

Dynamics 365  Dynamics CRM 


Posted on 10/3/2017 11:57:00 AM


This blog post will demonstrate how to create a simple button using Ribbon Workbench which will execute a JavaScript function on the client. In order to do this make sure that you have Ribbon Workbench installed in your CRM environment, or you can use the Ribbon Workbench that is available with XRMToolbox.

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Partially disallowing Bulk Edit from Users

by Levin, Aric

Dynamics 365  Dynamics CRM 


Posted on 9/29/2017 1:21:00 AM


Many times we are asked by our customers to disable Bulk Edit to certain users or groups of users/teams within the system. That requirement is pretty straight forward and can easily be understood. The resolution to this of course is also easy, and can easily be accomplished by changed the Bulk Edit privilege for a particular security role. What happens though when the requirement is to disable bulk edit from a user only on a particular entity. This becomes a little more complicated.

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Status and Status Reason in Dynamics CRM

by Levin, Aric

Dynamics 365  Dynamics CRM 


Posted on 9/11/2017 2:07:00 AM


Microsoft Dynamics CRM and Microsoft Dynamics 365 provide indicators throughout the application to help us know whether the records that we are seeking are available to work on or have already been deactivated (resolved, won, cancelled or no longer needed). These indicators are set using the Status and Status Reason fields, which are also linked together.

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