In the previous post, I got as far as getting the portal displayed as part of my blog’s web page. However, the way it looks “out of the box” is not exactly the way I’d like it to look like. In particular, I still need to: Remove Contoso header Remove Contoso image from the top… Read More »
What if you wanted to add Dynamics integration to an existing web site rather than to re-create that web site from scratch in the Dynamics Portals? For example, how difficult would it be to add basic customer portal functionality to my WordPress blog? I already blogged about using Dynamcis 365 plugin for WordPress earlier: http://www.itaintboring.com/dynamics-crm/using-dynamics-with-wordpress/… Read More »
There were a few questions in the community forums lately related to some kind of inconsistency in how statuscode optionset behaves, so I figured I’d do a bit of testing tonight. Here is the set up: I created a new custom entity Added two additional status reasons And, also, added a new option set field… Read More »
Every day I come to work, and I open my Visual Studio to develop yet another plugin / javascript / SSIS package / SSRS report.. And, then, an email comes in from a user who does not know how to do “this and that” in Dynamics, and we talk, and we get back to what… Read More »
Rollup fields in Dynamics are great, they are very useful, they are there out of the box, and a lot has been written about them. Although, if you wanted to start somewhere, the page below would give you all the details: https://technet.microsoft.com/en-us/library/dn832162.aspx That said, there is a bunch of things you can’t do with the… Read More »
Not sure if you’ve seen my previous post on using WordPress with Dynamics – that was merely a beginner’s attempt to connect WordPress to Dynamics.. however, folks at AlexaCrm (those guys who developed the plugin) did see it, and, apparently, they figured they couldn’t leave it that way In particular, George Doubinski got in touch and… Read More »
Here is what recently came up in the community forums: There is a contract line out of the box entity There is a custom entity that has a lookup to the contract line There is a subgrid for that custom entity on the contract line form So why don’t we see “+” button next to the… Read More »
What is the real difference between Access Teams and Owner Teams in Dynamics? Is it just that selection in the Team Type dropdown? Maybe let’s start the other way around: what’s not different? They are both represented by the same entity We can add users to both types of teams We can share records with… Read More »
Ever since Microsoft has published the “Important Changes Coming..” article that provides a very nice overview of what we should expect in the updated version of Dynamics, I could not stop wondering what does this mean: With all the great reviews of this new release published on the web so far, I’ve never seen anyone asking… Read More »
First of all, why would you need to build a plugin in the XrmToolBox? Isn’t it what the Visual Studio is for? I think the answer is “yes and no”. See, if you are a developer and have all the tools.. you probably don’t need to read this post (other than out of curiosity). But,… Read More »