Author: Carl

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. This will create … Continue reading Dynamics 365 Configuration Migration

Fiddler can help in different ways with Dynamics 365 troubleshooting, including determine what errors are being reported, and by speeding up the JavaScript development process. Here we will go through setting up. Let’s say we have a script called new_AccountWebsiteChange.js, which runs on the change of the Website field of an Account, and contains a method called Run: With the code: If we open the Account page in Dynamics 365 … Continue reading Using Fiddler with Dynamics 365 and JavaScript

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: Or using NuGet the Microsoft.CrmSdk.CoreAssemblies: In the code, add Using and rename the class: … Continue reading Creating a Dynamics CRM Plugin from Scratch

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