Dynamics CRM · Dynamics 365 · Configuration

Set custom icon for Case Source (CaseOriginCode)

Case view displays different icons depending on the case source as displayed in red circle below. There are a number of default icons, however custom value for CaseOriginCode will show the Yammer logo with red cross. Here is how to make Dynamics display custom icons to add polish to user experience. Icon schema name format:… Continue reading Set custom icon for Case Source (CaseOriginCode)

Customization · Dynamics CRM · Javascript · Node · RequireJS · UI

Using Node and RequireJS with CRM

It is a good practice to separate your script into separate files to improve re-usability, maintainability, readability, and other-abilities. Traditionally, you would add the scripts into CRM form in order that they need to be loaded, CRM would then load them all before it executes anything. This has its impacts in performance and hence since… Continue reading Using Node and RequireJS with CRM

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

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

Customization · Dynamics CRM · Dynamics CRM 2013 · Dynamics CRM 2015 · Dynamics CRM 2016 · UI

CRM 2016: Default/Select Custom View on Application Navigation

It is very common for one entity to be used in more than one part of the business, and hence in more than one Area or Group of Application Navigation. To improve the user experience when working in different record scope of the same entity, we can configure the navigation item to open a custom… Continue reading CRM 2016: Default/Select Custom View on Application Navigation

Dynamics CRM · Dynamics CRM 2013 · Dynamics CRM 2015 · Dynamics CRM 2016 · Migration

CRM 2016: Import TimeZone

On a recent project, I was working on importing a list of resources into CRM. We are using Dynamics CRM Service module default Resource entity, and for Resource entity TimeZone field is required. There is a numeric value for each TimeZone, this numeric value is to be used instead of the string/text representation. As I… Continue reading CRM 2016: Import TimeZone