Dynamics 365 · Online · Reporting · Reports

Dynamics 365 Online: Business Intelligence Report Connection String for CRM Fetch

Here’s a quick blog about Connection String for BI Reports Data Source (Visual Studio). Connection string format Replace [xxx] and [y] to suit your organisation URL. Replace [zzz] with unique name of you organisation (Developer Resources). Don’t forget to enter the Credentials. Cheers, Sy

Dynamics CRM · Licence

CRM: Non Interactive Users for Service Accounts

A non-interactive user is a user account in Microsoft Dynamics CRM Online that can access the system but only via the web service layer. This is ideal for Service Accounts such as Integration and Portal accounts as those accounts do not require a Dynamics CRM Licence. To do this, open the user record, open Administration… Continue reading CRM: Non Interactive Users for Service Accounts

Adxstudio · CRM Extension · Deployment

Adxstudio 7: Automate Deployment

Automating Adxstudio Portal deployment can be tricky at times. Here is how I did it: Portal Site Some ways to do automate deployment: 1. TFS Online Azure RM Build Task 2. Web Deploy with batch file or PowerShell Portal Site Definition data (CRM records) There are two widely known ways to do this: 1. WebsiteCopy… Continue reading Adxstudio 7: Automate Deployment

Adxstudio · CRM Extension

Adxstudio 7: CSS WebFile is not loaded

I’ve added a new CSS as a webfile for my Adxstudio portal site. The webfile is accessible from the portal, however it did not behave like CSS (more like a text file). The issue being MIME type on the WebFile record Attachment (Note/Annotation) is not set correctly. I set it to CSS, and voila, all… Continue reading Adxstudio 7: CSS WebFile is not loaded

Deployment · Dynamics CRM 2016 · Power Shell · Tools

CRM 2016: Use PowerShell to run Package Deployer

Package Deployer is a great tool to deploy your Dynamics CRM solutions. However, it normally requires human to operate the tool and seldom automated. Here is how to automate the deploy process using PowerShell. Step 1 – Register XRM Tooling First step is to install XRM Tooling SnapIn. Follow this article Use PowerShell cmdlets for… Continue reading CRM 2016: Use PowerShell to run Package Deployer

Dynamics CRM · Dynamics CRM 2016 · Workaround

CRM 2016: CRM Perform Action SetWordTemplate Custom Entity Not Available

Word templates is a recent great tool into Dynamics. To learn more about Word Templates, visit Microsoft – Using Word templates in Dynamics 365. Apart from manually invoking the functionality via CRM Web Application, you can also use Processes via Action – SetWordTemplate. What’s interesting with this functionality is that custom entity does not seem… Continue reading CRM 2016: CRM Perform Action SetWordTemplate Custom Entity Not Available