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 … Continue reading Creating SharePoint Folder automatically – Custom Plugin Code

Advertisements

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

CRM tip: How to Check Security Role in Plugins – Correct way

Problem Statement: We often have requirements to perform some action based on certain security role. For ex., we only want System Administrator to delete particular record, and no one else should delete irrespective of their security access. There are many ways to achieve this, but many of the times the solution is not foolproof Incorrect/ … Continue reading CRM tip: How to Check Security Role in Plugins – Correct way

XRMToolBox – Important tools for Admins and Developers

What is XRMToolbox XrmToolBox is a Windows application that connects to Microsoft Dynamics CRM, providing tools to ease customization and configuration tasks. It is shipped with more than 30 plugins to make administration, customization or configuration tasks easier and less time consuming. XRMToolBox is free of cost, but you can donate to support development. In … Continue reading XRMToolBox – Important tools for Admins and Developers

Create Attachment of Signature/ Pen control data in Dynamics CRM

Introduction We already saw how to use Pen/ Signature control in Dynamics CRM in the previous blog: https://someshblogs.wordpress.com/2017/05/03/adding-signature-control-on-mobile-and-tablets-in-dynamics-crm/ In this blog, we will see how to generate an image of the pen control data and store in Record as an attachment. Steps As we saw in the previous blog, the signature captured from phone is stored … Continue reading Create Attachment of Signature/ Pen control data in Dynamics CRM

Alternatives of Document storage in Dynamics CRM

Scenario: CRM space is expensive, and often clients want alternatives to CRM storage for storing documents, images as these take up most of the space. Available solutions: SharePoint Online with Dynamics CRM OneDrive for Business with Dynamics CRM Currently, SharePoint document management is the preferred choice for most of the customers as alternative to storing … Continue reading Alternatives of Document storage in Dynamics CRM

Accessing Azure Blob storage from CRM Online Plugin

Blog on how to access Azure Blob storage and create document in CRM Online by reading a specific blob document in Azure.

CRM Best Practices

This blog will have links of all the CRM Best Practices which means this will keep on updating as and when I find anything new or useful for CRM (read CRM Online) Workflow Wait Conditions: Best Practices- https://community.dynamics.com/crm/b/magnetismsolutionscrmblog/archive/2012/11/26/workflow-wait-conditions-best-practices-dynamics-crm-2011.aspx Open Modal Dialogs in CRM 2013 http://mscrmmindfire.wordpress.com/2014/04/23/open-dialog-box-like-crm-2013/  Attach Entity record notes/ attachment to Email in Custom Email Workflows … Continue reading CRM Best Practices