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

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

CRM 2016: Subgrid Add (+) Button Behavior

Associated subgrid on entity form has changed significantly since CRM 2013’s new clean UI. There is Add (+) button above the subgrid at the right hand corner which replaces the Add New and Add Existing button which normally appear on subgrid Ribbon control for CRM 2011. Having the same button performs two different actions is… Continue reading CRM 2016: Subgrid Add (+) Button Behavior

Debugging · Dynamics CRM 2016 · Dynamics CRM Online · Tools · XrmToolBox

XrmToolBox: Error connecting to Dynamics CRM Online 2016

If you keep getting error when using XrmToolBox or any tools when connecting to Dynamics CRM Online 2016, use the org id instead of the instance name. ERROR: https://myorg.crm.dynamics.com WORKS: https://orgxxxxxx.crm.dynamics.com You can find the org id by navigating to Settings -> Customizations -> Developer Resources. The bug is introduced in Microsoft.Xrm.Tooling.Connector for Dynamics CRM… Continue reading XrmToolBox: Error connecting to Dynamics CRM Online 2016

Business Rules · Dynamics CRM · Dynamics CRM 2013 · Dynamics CRM 2015 · Dynamics CRM 2016

CRM 2016: Business Rules Scope Entity

Business Rules is pretty powerful stuff. With it you can do most of form’s logic in lieu of javascript of previous CRM generations. But Business Rules doesn’t only work on forms! If you set the scope to Entity, the business rule run on Server. Which means, you could implement some business logic on server using… Continue reading CRM 2016: Business Rules Scope Entity