D365 V9 – Developer Updates – Part 1: Show Progress Indicator

Summary With D365 V9, there are lot of updates to Development specially in Client API/ Form Scripting in CRM. I am starting a series of blogs to cover all the new features with code samples and examples. Lets start with Xrm.Utility client API updates showProgressIndicator This function displays a dialog, where you can customize the …

Customizing Entity Icons for Unified Interface – Dynamics 365 v9

With D365 v9 release, we have the new Unified Interface. Observation: When I started working with it, I observed that I cannot see the entity icons in the navigation even though I had uploaded but 16*16 and 32*32 icons for the entity. I was also able to see the Entity icons in the web interface …

Dynamics 365 – Uninstalling Microsoft Portals – Steps

Introduction: Those who have tried Uninstalling Microsoft Portals or ADX portals are well aware it is extremely painful task. It will be even more painful if the Portal customizations done are no managed properly in a solution. I had to do this task recently, for my learning as well as a POC, and below are …

How is CRM solution publisher important

In this blog, I wanted to discuss about one of the topics that many people tend to ignore- CRM Solution Publishers. Background When creating solutions, most people tend to use the default publisher for the solution. The only thing most people understand about publisher is that it allows us to set the prefix and optionset …

CRM Tip: Automatically Creating document from Word Template and attaching to Record

Background In Dynamics CRM, one of the common requirement customer have is to Run a report and save the copy of the report (PDF/ Word/ Excel) as notes/ attachment on the record or send the created document as email attachment to customer. Sounds an innocent requirement, right? With CRM online, it is NOT. What we …

CRM Observation – Why Alternate Keys are not published sometimes

Background I have heard a repeated question/ complaint from people regarding Alternate key - Alternate key does not work sometimes randomly or for some specific combinations. Alternate keys do not get activated in target environment on deploying or installing the solution with Alternate key Resolution Alternate keys always work and are in no way random. …

Creating SharePoint Folder automatically – Custom Plugin Code

Requirement: We had a requirement for creating SharePoint Folder automatically when we create a record in D365 CRM Online. We tried lot of workarounds but could not get a concrete solution PS: The Automatic Folder creation option in Document Management settings does not actually create the folder when the record is created. It only creates …

CRM Tip: Dynamics 365 – Privacy Preferences

Background: In CRM, Generally people keep getting error pop-ups, asking Users to send Information to send to Microsoft. We know that this behavior can be customized in User Personal options under Privacy by each user. Like below: Tip: Instead of asking each user to set this option manually, Administrators can set the privacy settings for …

D365 for Customer Engagement V9 – Advanced Find Changes (July release)

Background In D365/ CRM, Customers always have a common query which goes like this – How do we list all the Accounts which do not have Any opportunity associated to them, or any contact associated to them? The requirement is simple, and the customer will hope it is a straight forward advanced find. But this …

CRM – Issue with retrieving large document body using Fetch XML [SOLUTION]

Problem Statement When we want to export Attachments from CRM (both Notes and Email attachments), we can do this using a Console Application where we read the documentbody from CRM using Fetch XML, and then we convert that to bytes and export to a local folder (or any target system) This Method is proper and …