Configuration · Dynamics 365

How to enable SetWordTemplate action for Custom entity for Dynamics CRM 2016

In a recent project, we needed to automatically generate a document when an Application record is created. Previously, we would have used Reporting Services or Mail Merge to achieve this, however, with Dynamics CRM 2016 new Document Template functionality, this can be achieved with a simple Workflow via SetWordTemplate action as illustrated below. The next… Continue reading How to enable SetWordTemplate action for Custom entity for Dynamics CRM 2016

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