Delete a Dynamics CRM Organization

To delete a Dynamics CRM organization through Deployment Manager, first open Deployment Manager: Select the organization, then right click and Disable: The status will change to Disabled: Now right click and select Delete: That’s it. You will still see the organization database in SQL Server. You can delete that separately, or keep it and then reimport it as a CRM Organization:  

Dynamics 365 Calling FetchXML from C#

FetchXML is useful in that you can create queries through the Dynamics 365 user interface, and queries can include aggregates (sum, avg, min, max, count). Here we will go through an example of using FetchXML in C# through a console app. First, create a new console app in Visual Studio: Add assemblies: Microsoft.Xrm.Tooling.Connector Microsoft.Xrm.Sdk In our example, we will retrieve multiple accounts. We will create some FetchXML. Go to Dynamics … Continue reading Dynamics 365 Calling FetchXML from C#

Upgrading Dynamics CRM 2013 Customizations – Part 2

Following on from Part 1, we will now upgrade our Dynamics CRM 2013. The upgrade path to upgrade customizations is: Dynamics CRM 2013 SP1 or later to Dynamics CRM 2015 Dynamics CRM 2015 to Dynamics CRM 2016 Dynamics CRM 2016 latest version to Dynamics 365 So, we first need to check our version of Dynamics CRM 2013 is SP1: My version of CRM 2013 is SP1, so it is possible … Continue reading Upgrading Dynamics CRM 2013 Customizations – Part 2

Upgrading Dynamics CRM 2013 Customizations – Part 1

Here we will go through an example of upgrading Dynamics 2013 customizations. In this first post, let’s set up a solution with several components. We are going to create the following: A Solution (SolutionToUpgrade) with: New Entity (Test Entity) with: New field (Test Entity Field Description) Customized Main Form New Main Form- Existing Entity (Account) with customized Main Form Existing System View (Active Accounts) customized with existing field New Business … Continue reading Upgrading Dynamics CRM 2013 Customizations – Part 1

Dynamics CRM JavaScript OnSave and OnLoad

In Dynamics CRM, you have the ability to hook onto the OnLoad and OnSave events of an entity. We will go through a simple example. Open the entity in Customizations. Let’s do this with Accounts. Go to Form Properties: Under UI Events, you will see the two options for OnLoad and OnSave. Let’s start with adding a new JavaScript library. Select Add: And then New: Enter a name and select JScript: … Continue reading Dynamics CRM JavaScript OnSave and OnLoad

Dynamics CRM Custom Code Validation Tool 2013

The Custom Code Validation Tool is useful to determine if customizations can be upgraded. To download the tool, go here: https://www.microsoft.com/en-au/download/details.aspx?id=30151 Click to install: You will see: Import the solution: You will now see the new solution under Solutions. Open it. You may be prompted to provide your Windows credentials. Select Open the CRM 2013 Custom Code Validation Tool: This window will open. From here if you have any potential issues … Continue reading Dynamics CRM Custom Code Validation Tool 2013

How To Use Mobile Task Flows in Dynamics CRM 2016

Dynamics CRM 2016 Mobile Task Flows are a new feature for users to easily enter common tasks through the CRM mobile app. Companies may require users to complete common tasks while mobile, for example after meeting with a client. They may be required to capture certain data after every meeting, e.g. ensure client contact details are up to date, or enter specific meeting notes and next steps. To guide the users … Continue reading How To Use Mobile Task Flows in Dynamics CRM 2016

Dynamics 365 Configuration Migration

Dynamics 365 has a utility in the SDK that performs the migration of configuration from one environment to another. It is called the Configuration Migration tool. To use it, browse to the CRM SDK to the ConfigurationMigration folder: Run the DataMigrationUtility.exe file: Select to create a schema: Enter your login information: Select the solution and which entities you want to add to the schema: Press Save and Export. Select to export the … Continue reading Dynamics 365 Configuration Migration

Creating a Dynamics CRM Plugin from Scratch

Here I will go through an example of creating a Dynamics CRM plugin. In this example, I will create a plugin to set the opportunity description after the opportunity has been created. First create a new project in Visual Studio. Next, add references. Add the Microsoft.Xrm.Sdk.dll which is found in the CRM SDK at CRM SDK 2016\SDK\Bin folder: In the code, add Using and rename the class: using Microsoft.Xrm.Sdk; using Microsoft.Xrm.Sdk.Query; Add code to … Continue reading Creating a Dynamics CRM Plugin from Scratch

Creating and Debugging a Plugin in Dynamics CRM 2016

The Dynamics CRM 2016 SDK contains a plugin sample. The code is located here: SDK\SampleCode\CS\Plug-ins\AccountNumberPlugin.cs I’m going to go through step by step how to create this plugin and upload it to Dynamics CRM, then how to debug the plugin. In the example I will connect to a Dynamics CRM 2016 Online instance. Firstly, open and build the sample plugin solution in Visual Studio: Next, open the plugin registration tool. This is located … Continue reading Creating and Debugging a Plugin in Dynamics CRM 2016