Here is a question somebody asked in the community forums today: I want to create a workflow that checks if a new lead is from a list of countries ‘List A’ (ie europe), then it will send an email to the team leader for those countries. Then I will have a ‘List B’ (ie usa,… Read More »
I’ve been always wondering if editing a customizations file should be considered an “unsupported” customizations. That was sort of my gut feeling since, after all, that file is rather complex, and it’s not something you can edit easily – you have to go over a few steps to even get that file, and, then, you… Read More »
Most of the times, if we wanted to add a button to the ribbon, we would create a solution, we would add an entity to the solution, and we would use Ribbon Workbench to configure entity ribbon in that solution. It works great, but what if we wanted to add a button to all entity… Read More »
Who is doing Waterfall projects these days? From my recent experience, it seems Waterfall has a bit of a stigma attached to it – almost everyone wants to go Agile. So, just in case, the image below might be a nice refresher of how Agile is different from Waterfall: It came directly from this page: http://www.agilenutshell.com/agile_vs_waterfall Problem is,… Read More »
A few days ago I wrote a blog post about word/excel templates: http://www.itaintboring.com/dynamics-crm/wordexcel-templates-rock-in-dynamics/ And got a few interesting responses – it’s great to have readers who can point out something you don’t know. One of the comments was that we can’t, really, control how related entities in Word Templates are retrieved. Come to think of… Read More »
All the Dynamics projects I’m working on right now are still on 2013-2015 versions of Dynamics, and they are all on-prem implementations. This is because all of them are for different government departments here in Ottawa, and, somehow, 2016 version still has not arrived to this place. So, all those fancy features available out… Read More »
A few days ago I was talking to a prospective client, and, once again, the question of how to approach custom development came up. My immediate response was more along the lines of having as little custom development as possible on the Dynamics projects since, more often than not, those customizations are implemented by… Read More »
Did you ever want to display a “loading” indicator in Dynamics? Like this one below? For example, if you had a ribbon button that would be calling some kind of lengthy javascript, this kind of indicator would allow you to keep the users informed that Dynamics is still working on whatever it is that… Read More »
This is not the most common development task by far, but that’s just one more reason to share the code since it took me a little while earlier today to assemble it from different sources. Here is how you can upload all the files from the specified folder to Dynamics as web resources: 1.… Read More »
I think it’s the first time I’m writing a blog post about a feature that I can’t really try, at least not yet. Virtual Entities.. What could be the holy grail of integrations.. They are coming in the next release, so I can’t stop thinking of what this might mean for all the integrations we… Read More »