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. 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