In Dynamics 365, workflows can be run based on waiting for a time period to elapse given certain conditions. Here we will create a workflow that will send a reminder email for tasks to their owners when the task is due. Go to Processes and create a new workflow on the Task entity: Set the scope to Organization and the start to Created: Next, insert a new Wait condition step: … Continue reading Run Workflow at Set Time Period in Dynamics 365
When executing a plugin you may receive the error: “The plug-in execution failed because no Sandbox Hosts are currently available. Please check that you have a Sandbox server configured and that it is running.” If you get this, ensure under Services the Microsoft Dynamics CRM Sandbox Processing Service is running:
To delete a Dynamics CRM organization through Deployment Manager, first open Deployment Manager: Select the organization, then right click and Disable: The status will change to Disabled: Now right click and select Delete: That’s it. You will still see the organization database in SQL Server. You can delete that separately, or keep it and then reimport it as a CRM Organization:
FetchXML is useful in that you can create queries through the Dynamics 365 user interface, and queries can include aggregates (sum, avg, min, max, count). Here we will go through an example of using FetchXML in C# through a console app. First, create a new console app in Visual Studio: Add assemblies: Microsoft.Xrm.Tooling.Connector Microsoft.Xrm.Sdk In our example, we will retrieve multiple accounts. We will create some FetchXML. Go to Dynamics … Continue reading Dynamics 365 Calling FetchXML from C#
For Dynamics 365 Unified Service Desk, there is no specific Software Development Kit. There are however 2 components that essentially make up the SDK: UII SDK USD Developer Guide online The UII SDK contains several USD documents and code, including the USD Developer Guide: And sample USD controls: Plus USD Developer Assets:
There are different ways to define classes in JavaScript. Let’s look at some examples. Let’s say you want to define a class for a Customer. The customer contains attributes such as: First Name Last Name Email Phone Number The Customer class also contains methods such as GetCustomer to get the customer information. Now, to create a customer class, we can do the following. Note we are creating a function to … Continue reading Classes in JavaScript
Following on from Part 1, we will now upgrade our Dynamics CRM 2013. The upgrade path to upgrade customizations is: Dynamics CRM 2013 SP1 or later to Dynamics CRM 2015 Dynamics CRM 2015 to Dynamics CRM 2016 Dynamics CRM 2016 latest version to Dynamics 365 So, we first need to check our version of Dynamics CRM 2013 is SP1: My version of CRM 2013 is SP1, so it is possible … Continue reading Upgrading Dynamics CRM 2013 Customizations – Part 2
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
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
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