Dynamics CRM has quick find functionality, where you can enter text in the search box and it will search specific entity records in CRM. To change which entities are searched, go to system settings->Select entities for search: Here you can add/remove the entities searched:
Security roles can be copied in Dynamics 365. To do this, go to Settings->Security and select a role to copy: Select More Actions->Copy Role: Enter a new role name and click OK: A new role is created with the original permissions:
PowerShell is an interactive shell and a scripting language for Windows environments. It has several uses including for automation and configuration. It is also object oriented and based on the .NET Framework. To run commands, open the Windows PowerShell app: You can then run commands such as changing directory like in DOS. PowerShell also has the concept of “aliasing”, which is running a command by typing a different name. For example, there are several … Continue reading PowerShell Introduction
In our Dynamics 365 forms, there are measures we can take to ensure fields that are being used by JavaScript are not removed from forms. For example, let’s say we have a function to display the Website URL entered by the user: function displayWebsite() { try { alert(“The website entered is: ” + Xrm.Page.getAttribute(“websiteurl”).getValue();); } catch (e) { alert(e.message); } } Let’s add this displayWebsite function to the form OnLoad … Continue reading Dynamics 365 Form Non-Event Dependencies
Subgrids are grids on a form that display records from another entity. We will go through an example of adding subgrids to a form using Accounts as an example. The account form in CRM looks something like the following: Notice there are Contacts and Recent Opportunities subgrids. To add more, we will need to customize the form: Select a place on the form to insert the subgrid: Select Insert->Subgrid: This opens the subgrid … Continue reading Dynamics 365 Subgrids
In the Dynamics CRM SDK, there is the capability to use PowerShell to connect to CRM. To do this, in the SDK\Bin folder, there is a file called RegisterXRMTooling.ps1: Open PowerShell as an Administrator and from the file directory, run .\RegisterXRMTooling.ps1 Once complete, you should see something like below: Next run: Add-PSSnapin Microsoft.Xrm.Tooling.Connector Type: Get-Help “CRM” to see it working:
Using JavaScript, we can send queries to Dynamics CRM to retrieve data. We will go through an example of how to do this. We will use Xrm.Page.context.getClientUrl() to get the CRM URL. If we run code to get the URL we get: var url = Xrm.Page.context.getClientUrl(); alert(“URL: ” + url); We will use this URL to get the full web service URL: var url = Xrm.Page.context.getClientUrl() + “/XRMServices/2011/OrganizationData.svc/”; Next, we will use the Id of … Continue reading Query Dynamics CRM Through JavaScript
To get the Dynamics 365 user name and user id in JavaScript, create a function and attach and publish: function GetUser() { var UserId = Xrm.Page.context.getUserId(); var UserName = Xrm.Page.context.getUserName(); alert(UserId + ” ” + UserName); }
There are instances when you will need to use a subreport in SSRS. Here I will build a report with a subreport, using Report Builder to demonstrate. The example is there is a table holding sales header data and a table holding sales line data. We will use the header on the report, and the lines on the subreport. To build the report, do the following. First, open Report Builder and create a … Continue reading SSRS Subreports
In Internet Explorer and Edge browser, you may need to clear your cache. Through the User Interface, you may do this the following way. Chrome IE To do also do this using the browser’s developer tools. To do this, open your browser and press F12. This will bring up developer tools. Then, click on the Network tab. Chrome IE Here, you will see different buttons, including: Always refresh from server … Continue reading Clear IE and Edge Cache using Developer Tools