Wednesday, March 11, 2015

Business Process Flow and Bulk Update of Process and Stage

Let’s imagine following situation – customer decided to use Business Process Flow for one of entities that already existed in CRM. You designed required BPF and everything looks great for new records. But what to do with existing records? Obvious answer is that you need somehow to update existing records. This article will show how to do it in easy and almost no-code way.

Sunday, March 01, 2015

HowTo: HTML/JS WebResources

We (developers) have got great feature with CRM 2011 release. If you want to give your CRM application new client side features or controls that are not available OOB on one hand and you want your solution remain supported you have to use HTML/JS webresources. This article will describe approaches, tricks and code snippets I’ve fount or developed during my usage of HTML/JS webresources.

Wednesday, January 07, 2015

HowTo: Open standard lookup window and get selected record(s)

If you are apologist of 100% supported solutions for Dynamics CRM this is a good place to close this article because it describes approach that will allow to open standard lookup dialog window of CRM and get selected values from it. Of course that customization is unsupported.

Saturday, January 03, 2015

MVP Renewed – 5

Sixth year in a row I have got MVP award. Congratulations to all MVP's who has got award first time or was re-awarded.

Thursday, December 25, 2014

Microsoft CRM 2015 and OData queries builders

Since OData endpoint was released with CRM 2011 I used CRM OData Query Designer developed by MVP fellow Rhett Clinton. Today I was working on brand new online instance of CRM 2015 and… I was not able to import lovely tool into CRM with message that solutions developed for CRM 2011 could not be imported into CRM 2015. I started to look for alternatives and found brilliant solution developed by other MVP fellow – Jason Lattimer. The great advantage of CRM REST Builder is that you can get complete code of calls using different frameworks developed for Dynamics CRM. So try, use and love this tool – CRM REST Builder.

Wednesday, October 08, 2014

Microsoft CRM 2013: Currency exchange rates actualization

In this article I will share with small add-on I developed for one of my customers.
Let’s assume that you are employee of company that uses CRM with several currencies. Of course you want to have actual information in your system and currency exchange rates should be current. Microsoft CRM allows to have in system one base currency and many other currencies. Every currency has exchange rate field that is used for calculation of base fields of your currency fields but there is no out-of-box possibility to actualize exchange rates.

Saturday, September 27, 2014

Reporting for Dynamics CRM: Error while loading code module: “Microsoft.Crm.Reporting.RdlHelper…”

Let’s assume that you’ve created report for Dynamics CRM using Report Wizard and opened it with BIDS to add changes that are not available with Report Wizard (it could be anything – adding of images, change of fonts or layout…).
Once you’ve opened a report and applied change of course you want to recheck changes. In case you will get error that is shown on following screenshot you can find steps that will allow to build and test report in BIDs without any issues: