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. This will create … Continue reading Dynamics 365 Configuration Migration

Using Fiddler with Dynamics 365 and JavaScript

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

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: 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

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

JavaScript in the Dynamics CRM Developer Toolkit

The Dynamics CRM developer toolkit allows you to manipulate JScript resources as well as other artifacts. In Dynamics CRM, create a new solution and add a new Web Resource: In Visual Studio, from the Developer Toolkit, create a new project: Now in your project, right click and select Add to packaging project: You can now add code to the file from within Visual Studio: Update and save the .js file: … Continue reading JavaScript in the Dynamics CRM Developer Toolkit

Dynamics CRM SDK, Templates and Developer Toolkit

To install the Dynamics CRM SDK, go through these steps. First, download the relevant SDK version. Here we will install for Dynamics CRM 2013. http://www.microsoft.com/en-gb/download/details.aspx?id=40321 Select to download: Run the downloaded exe: Click to accept: Select a location to extract the files. The SDK files will then be extracted: From here, you can browse to the Templates folder to install the SDK Templates for Visual Studio. Run the VSIX file: … Continue reading Dynamics CRM SDK, Templates and Developer Toolkit

JavaScript setTimeout and setInterval

In JavaScript, we can use setTimeout() to call a function after waiting for a specified number of milliseconds. We can provide a callback function to as well as the timeout as parameters. For example, let’s say we want to print to the console “Hello World” after waiting 2 seconds. To do this: setTimeout(function(){ console.log(“Hello World”); }, 2000); This will wait for 2 seconds before printing to the console: If we … Continue reading JavaScript setTimeout and setInterval

Dynamics CRM Option Sets and Power BI

When using Power BI to connect to Dynamics CRM. there is a problem in that option set values are retrieved as their number values, not their actual text label value. The CRM OData feed returns this value, so it is up to the developer to get the actual text value. Doing so isn’t so easy, as we can’t simply look it up. There are different ways to get around this issue, including doing a … Continue reading Dynamics CRM Option Sets and Power BI

Connecting to CRM Online using the Dynamics CRM 2016 SDK

The Dynamics CRM SDK for 2016 comes with many samples to get you up and running. One of the samples is the QuickStart projects. These projects are applications that will connect to Dynamics CRM and perform certain operations in Visual Studio projects. To run these samples, after installing the SDK, go to the folder SDK\SampleCode\CS\QuickStart. Note – I am running the C# sample. To run the QuickStart using WinForms, first open the app.config file: Uncomment … Continue reading Connecting to CRM Online using the Dynamics CRM 2016 SDK