“Another third-party solution? Oh, no!” – frustrated Dynamics admin Don’t you worry! This is not yet another solution for Dynamics. This is more like a reference material for anyone willing to work efficiently with Dynamics (besides, I already have TCS Tools solution.. in case you were, actually, expecting a solution:) ) Here is the analogy. Every home builder will… Read More »
As promised, here is the second part of the “let’s rule the business process.. ” post. There is an unmanaged solution you can download here: http://www.itaintboring.com/downloads/Forums/Forums_1_0_0_0.zip That solution includes a custom entity, a business process, a business process entity, and two workflows. Basically, there is everything you need to try it yourself. There are a… Read More »
I was reading a recent post by Dynamics team – they are talking about different ways to manipulate business process stages in Dynamics 365 there: https://blogs.msdn.microsoft.com/crm/2017/06/16/best-practices-for-automating-business-process-stage-progression-in-dynamics-365/ It’s a great article, and it has some interesting insights. What definitely caught my attention is that, it seems, we should be able to manipulate business process flows using the workflows… Read More »
I was looking at the Organization Insights tonight ( https://technet.microsoft.com/en-us/library/mt763947.aspx ), and I just realized that it seems to be a very special solution: When looking at that dashboard, don’t you think it would be great if we were able to get access to that information from Web API? Or, possibly, if you could set up some alerts/notifications? Usually, all… Read More »
“I have Vehicle custom entity in Dynamics. How do I find all Vehicles that belong to a particular Dynamics business unit?” Heh.. Strange you are asking – just go to the Advanced Find and build a filter – it’s very simple, isn’t it? Only it’s not, as I just learned. If you look at any… Read More »
This is just a quick reminder to anyone thinking of creating a RetrieveMultiple plugin: they are not called for FetchXml reports (apparently, they are not called for the SQL reports either). https://msdn.microsoft.com/en-us/library/gg328097.aspx?f=255&MSPPError=-2147217396 Why is it important? Usually, we would use RetrieveMultiple plugin to either modify the query (in the pre-retrieveMultiple) or to do something with the records that have… Read More »
It was one of those unexpected errors that can drive you crazy since they provide absolutely no details as to why they are happening. Yet, I was not doing anything extraordinary – I was merely trying to create an SSRS report for Dynamics 365(turned out that’s an extraordinary task.. sometimes), it was 11 PM on… Read More »
If you ever needed to create a password field in Dynamics, you first instinct was, probably, to create a javascript that will somehow encode the value entered into such a field. Luckily, creating such fields is not exactly the most popular requirement so we don’t have to think of this too often. However, when it does happen,… Read More »
What comes to your mind when you realize you need to extend Dynamics with some server-side code? Plugins? Custom workflow activities? External applications? Those are all great options, but, for many years, they have been the only options available to us. And, yet, they all have limitations. Plugins can’t run on their own. Custom workflow… Read More »
CRMContext is a special object that is available to you in the code expressions, and that provides some core properties / methods you can use to work with Dynamics. Here is an example of a code expression that’s using CRMContext: CRMContext.Target[“name”] = “First Account”; This expression is going to set “name” parameter of the target record… Read More »