Dynamics CRM SQL Reports

Visual Studio SSRS reports can be used to connect to the Dynamics CRM on premise SQL database. We will go through an example of how to do this. First, create a new Visual Studio project. Add a new report using the report wizard. Set the type to Microsoft SQL Server and the connection string to the CRM organization database: Select query builder: Enter a query, e.g. SELECT * FROM filteredaccount We … Continue reading Dynamics CRM SQL Reports

Creating Dynamics CRM Reports with SSRS and Fetch XML

Dynamics CRM comes with pre-packaged reports. You can also create your own reports using SSRS. Here we will go through examples of doing this. Open Visual Studio. Ensure SQL Server Data Tools are installed and the Report Authoring Extensions are installed. Create a new report project: This will create a blank project: Right click Reports and add a new report: This will open the Report Wizard. Click Next: Enter the CRM connection … Continue reading Creating Dynamics CRM Reports with SSRS and Fetch XML

Installing Dynamics CRM Report Authoring Extensions

To create reports in SSRS for Dynamics CRM, you need to install the report authoring extension. To do this, download from the link below (Visual Studio 2012, CRM 2015): https://www.microsoft.com/en-us/download/details.aspx?id=45013 Run the EXE to extract the files: The wizard will open: Press Install: Click Next: Now, when you start Visual Studio you will see the option appear:  

Extending Dynamics 365

Below is a summary of the areas you can extend of Dynamics 365. Area Purpose Notes Processes General term for allowing an organization to create processes specific to their business. These are created through the Dynamics 365 user interface, and include: Actions, Business Process Flows, Dialogs and Workflows. More details on each type below. Access under Settings->Processes Workflows A type of process created through the Dynamics 365 user interface. Choose … Continue reading Extending Dynamics 365

Dynamics CRM Custom Code Validation Tool 2015

To download the tool, go to: https://www.microsoft.com/en-us/download/details.aspx?id=45535 Run the exe. Click Continue: You will see: Now import the tool: Open the solution: You will then see any issues:  

Run Workflow at Set Time Period in Dynamics 365

In Dynamics 365, workflows can be run based on waiting for a time period to elapse given certain conditions. Here we will create a workflow that will send a reminder email for tasks to their owners when the task is due. Go to Processes and create a new workflow on the Task entity: Set the scope to Organization and the start to Created: Next, insert a new Wait condition step: … Continue reading Run Workflow at Set Time Period in Dynamics 365

Dynamics CRM No Sandbox Hosts are Currently Available

When executing a plugin you may receive the error: “The plug-in execution failed because no Sandbox Hosts are currently available. Please check that you have a Sandbox server configured and that it is running.” If you get this, ensure under Services the Microsoft Dynamics CRM Sandbox Processing Service is running:

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