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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

Useful Applications

Below is a list of useful applications. Check links to confirm they are current. File Editing Notepad++ – Better than Notepad UltraEdit – Useful for opening large file Sublime – Useful for coding Visual Studio Code – Useful for coding File Management 7zip – Alternative to Win-ZIP File Comparison ExamDiff – File comparing tool Beyond Compare – File comparing tool Images/Art Paint.NET – Better alternative to Microsoft Paint Web Browsers Chrome Firefox Brave … Continue reading Useful Applications

Introduction to Troubleshooting USD

There are several issues that could occur when using USD. Here is an overview of how to deal with issues. Turn on logging. From here, you will be able to see verbose messages to determine where the error occurs. You can also write to the USD log files with TraceLogger. Debug. Use the USD debugger to view the error message. From here you will be able to run USD commands through … Continue reading Introduction to Troubleshooting USD

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

Your Power BI Guide to American Football

It’s almost time for Super Bowl 50, and I thought it would be timely to show how Power BI can be used to help analyze the game of American Football! As we get closer to the big day, sports analysts are showing different ways to look at the myriad of data at their disposal. Sports news websites and TV shows frequently display line charts, bar charts, donut charts and numbers as … Continue reading Your Power BI Guide to American Football

Installing SQL Server 2016

To install SQL Server 2016 go through the following steps. Download SQL Server and run the executable. In this case we will install SQL Server 2016. Select the components to install:    

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

Why I Love Power BI – Top 10 Reasons

I often get asked the question what’s so good about Power BI. I think the question is more like why do I love Power BI! Many of my clients do not fully understand just what Power BI is and why it is a game changer in business intelligence. Here goes. Power BI is Microsoft’s new cloud-based Business Intelligence service. It allows anyone to visualize and analyze data for free. Users can connect … Continue reading Why I Love Power BI – Top 10 Reasons

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