Category: Dynamics 365 Customer Engagement (CRM)

Business Units are used in Dynamics CRM to group users and teams. To create business unit, go to Settings->Security: There should be one business unit already in the system as the “parent” business unit: Business units have Users: Select New: Let’s create a new team to add to the Business Unit: Note a default team based on the business unit name is automatically created: You can then go to the … Continue reading Dynamics CRM Business Units

Packages can be deployed from one environment to another using the Dynamics CRM package deployer. Let’s go through an example of how to use the tool. We will create a sample solution called the “Sample Application”. The application has a custom entity called “App Configuration”. This contains records that hold data for the configuration. This entity and data exists in our development environment. Now, we will create a package that exports this … Continue reading Dynamics CRM Package Deployer

In Dynamics 365, you can add tracing to your code to assist with troubleshooting. To do this, in your plugin, add the code: ITracingService tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService)); Then add a line to do the trace: tracingService.Trace(“This is a trace.”); Next, go to System Settings to actually turn tracing on in the system: Under Customization, you can set the tracing level. The trace writes to the Plugin Trace Log, which we … Continue reading Using Plugin Trace Log to Trace Plugin Exceptions in Dynamics 365

FetchXML is a language used in Dynamics 365 to retrieve data. Here we will look at FetchXML queries. A simple way to view a FetchXML query is through the Advanced Find menu. Go to Advanced Find and create a simple query, for example, show all Accounts. You will see a small FetchXML icon: Select the icon, and the FetchXML query will be downloaded. You can see the XML created is … Continue reading Introduction to FetchXML

Here we will look at building charts in Dynamics CRM. Let’s go through an example. Select Accounts->Sales and then select Charts: This will open the charts for Accounts: Using the drop down, we can see the system charts for Accounts: And we can change the chart: \ If we change the view in CRM to all Active Accounts, we can see the chart is redrawn and the numbers of the charts … Continue reading Building Charts in Dynamics CRM

To build a basic report in Dynamics CRM, you can go through the following steps by using the Report Wizard. In CRM, select Reports from the menu: Select New from the menu: This will open the New Report window. Select Report Wizard Report as the Report Type and click Report Wizard: Click Start a new report: Select Account as the primary record type. We will name the report “Test Account Report”: The next … Continue reading Creating Reports with Dynamics CRM Report Wizard

In the newer versions of Dynamics CRM, getting the URL of a dashboard is not that straight forward. Here are the steps to do it. Get the GUID of the dashboard. To do this, go to Settings->Customizations->Customize the System: Select and open the dashboard: In the URL of the dashboard, find where it says formId. Copy the GUID between %7b: Add your GUID to this URL: https://yourorg.crm.dynamics.com/dashboards/dashboard.aspx?dashboardId=GUID&dashboardType=1030&pagemode=iframeI.e. https://yourorg.crm.dynamics.com/dashboards/dashboard.aspx?dashboardId=063E7659-05D9-4030-960D-10FE269A5A8B&dashboardType=1030&pagemode=iframe Open this in a … Continue reading Getting a Dynamics 365 CRM Dashboard URL

To download the Ribbon Workbench, go to: https://ribbonworkbench.uservoice.com/knowledgebase/articles/80806-download-ribbon-workbench-for-crm-2011-2013-2015   Select the download link: Select the version: Check email: This will download the file: In Dynamics CRM, go to Solutions: Select the downloaded file and Import: Select Import:   The Ribbon Workbench will be installed. Select a solution. You can now start using the Ribbon Workbench.  

Here we will go through an example of refreshing a Dynamics 365 subgrid using JavaScript. Let’s say we want the Recent Opportunities subgrid of an Account to refresh after a user presses a button. We have a web resource with a button that will run some JavaScript code: Edit the form to look up the name of the subgrid: Now add the code to the JavaScript behind the button: parent.Xrm.Page.getControl(“accountopportunitiesgrid”).refresh(); … Continue reading Dynamics 365 JavaScript Subgrid Refresh