{Quick Summary} List of Dynamics CRM 2016 Step by Step articles by MSDYNAMICSBLOG

Here is a collection of Step by Step Dynamics CRM 2016 articles by MSDYNAMICSBLOG consolidated in one place:

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{CRM 2016 Update 1} Overview and Step by Step for Relevance search in Dynamics CRM

Posted on June 10, 2016 • Posted in Microsoft Dynamics CRM2 Comments

Relevance search is a new feature that came up with CRM 2016 Update 1. In case of Relevance search basically … Continue reading →

{POWER BI Step by Step} How to connect POWER BI Desktop to CRM online?

Posted on June 3, 2016 • Posted in Microsoft Dynamics CRMLeave a comment

Do you want to use POWER BI for something other than what content packs for Sales and Service offer in … Continue reading →

{CRM 2016 Update 1} Step by Step and Overview: Microsoft Dynamics CRM online Service manager content pack for Power BI

Posted on May 31, 2016 • Posted in Microsoft Dynamics CRMLeave a comment

Have you been using Sales content pack for Power BI to report and do analytics on your CRM sales data. … Continue reading →

{CRM 2016 Update 1 }Step by Step and Overview for Company news timeline for your Phone and Tablet App

Posted on May 25, 2016 • Posted in Microsoft Dynamics CRMLeave a comment

Have you ever wanted to get quick insight with your customer while on the move on your Phone or Tablet? … Continue reading →

{CRM 2016 Update 1} Step by Step: Embed Power BI Tiles in Dynamics CRM Online

Posted on May 20, 2016 • Posted in Microsoft Dynamics CRMLeave a comment

Ever been in a situation to do advanced analytics with CRM online? Now there is a way to embed POWER … Continue reading →

{CRM 2016 Update 1 Tips} Step by Step: Auto folder creation to SharePoint with Dynamics CRM

Posted on May 18, 2016 • Posted in Microsoft Dynamics CRM6 Comments

CRM is changing and very quickly – The way we guys configure and use CRM is also changing very fast. … Continue reading →

{CRM 2016 Tips}Step by Step to Add Controls for Phone and Tablets in Dynamics CRM 2016 – Part 2

Posted on December 17, 2015 • Posted in Microsoft Dynamics CRM1 Comment

CRM 2016 is packed with new features. One of the gems is controls for Phones and Tablets. Here is a …Continue reading →

{CRM 2016 Tips}Step by Step to Add Controls for Phone and Tablets in Dynamics CRM 2016 – Part 1

Posted on December 16, 2015 • Posted in Microsoft Dynamics CRM1 Comment

CRM 2016 is packed with new features. One of the gems is controls for Phones and Tablets. Here is a …Continue reading →

{CRM 2016 TIPS} STEP BY STEP and OVERVIEW OF DELVE WITH DYNAMICS CRM 2016

Posted on December 10, 2015 • Posted in Microsoft Dynamics CRM1 Comment

My last post was quite appreciated on OneDrive for Business integration with Dynamics CRM 2016. In this post, I am … Continue reading →

{CRM 2016 TIPS} Step by Step Guide and Overview: OneDrive for Business with Dynamics CRM 2016

Posted on December 8, 2015 • Posted in Microsoft Dynamics CRM1 Comment

This is a series on CRM 2016 new features, tips and tricks from my end. Rather than starting from obvious … Continue reading →

Hope it helps and Happy CRMing!

About the Author:

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Twitter: https://twitter.com/msdynamicsblog
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{Quick Tip} Check organization name in Dynamics CRM Plugin

In a rather interesting scenario recently there was a need to validate organization name in a plugin. This was for a reusable component used for several of our clients and we wanted to make sure that the organization that can use this component is amongst our clients.

So, we needed a way to validate organization name that are using this plugin and then only allow the use of the component in case we have installed the component.

We needed a code solution!

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On some research came to know about the following property in plugin context:

 

   public void Execute(IServiceProvider serviceProvider)

        {

            #region initialize

            IPluginExecutionContext context;

            ITracingService tracingService;

            IOrganizationServiceFactory serviceFactory;

            IOrganizationService service;

 

            // Get a reference to the tracing service.

            tracingService = (ITracingService)serviceProvider.GetService(typeof(ITracingService));

 

           // Obtain the execution context from the service provider.

            context = (IPluginExecutionContext)serviceProvider.GetService(typeof(IPluginExecutionContext));

if (context.OrganizationName != “organisationname”)

            {

//Run code here

             

            }

       

        

       }

 

Other 2 interesting properties I wanted to tell about below:

context.IsExecutingOffline (Check if plugin is executing offline)

context.OperationCreatedOn (Check operation creation date)

Hope it helps and Happy CRMing!

If you want to know more on Dynamics CRM, just get in touch.

Do not forget to share! Sharing knowledge is true power!

About the Author:

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Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{Code Tip} Control Activate/Deactivate Privilege on CRM entities

Requirement: Client wants the ability to control Activate/Deactivate privilege on CRM entities.

Solution: Out of box, there is no ability to control Activate/Deactivate privilege. This is one of the classical CRM problems.So this one will require a little code solution.

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In the proposed solution, I suggest two approaches:

· Create Additional Configuration entity to collect the permissions by role at Entity level and then allow/disallow Activate/Deactivate

· Create a Team for users : If user is part of the team user has privileges to Activate/Deactivate the record, else doesn’t have the privilege

Thereafter Plugin will read the configuration or team information and then allow/disallow Activate or Deactivate.

Finally, A decision was made to choose the team approach.

Here is the code to be used in the plugin then

using (var serviceContext = new OrganizationServiceContext(service))

{

if (context.InputParameters.Contains(“Target”) && context.InputParameters[“Target”] is Entity)

{

Entity entity = (Entity)context.InputParameters[“Target”];

if (!IsTeamMember(new Guid(“Team Guid”), context.UserId, service))

{

throw new InvalidPluginExecutionException(“You do not have permission to Activate/Deactivate. Please contact System Administrator”);

}

}

}

Here is the IsTeamMember method code:

public static bool IsTeamMember(Guid teamID, Guid userID, IOrganizationService service)

{

QueryExpression query = new QueryExpression(“team”);

query.ColumnSet = new ColumnSet(true);

query.Criteria.AddCondition(new ConditionExpression(“teamid”, ConditionOperator.Equal, teamID));

LinkEntity link = query.AddLink(“teammembership”, “teamid”, “teamid”);

link.LinkCriteria.AddCondition(new ConditionExpression(“systemuserid”, ConditionOperator.Equal, userID));

var results = service.RetrieveMultiple(query);

if (results.Entities.Count > 0)

{

return true;

}

else

{

return false;

}

}

Next, register this on Update of status field:

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Now until the users are added to the Team, they will not be able to Activate/Deactivate record.

Hope it helps and Happy CRMing!

If you want to know more on Dynamics CRM, just get in touch.

Do not forget to share! Sharing knowledge is true power!

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{Quick Tip} How to learn making GRID HTML Web Resource in Dynamics CRM

Let me start here: Thanks for getting me to 150k hits!

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I get lot of queries and it takes lot of time sometimes to research and point you to an approach and a direction to solve a CRM problem.

Today I am going to discuss one of such problems which people keep asking in Dynamics CRM regarding custom web resource development a lot. Specially, I have got a lot of queries about this.

Requirement: Create a Grid HTML web resource of unrelated entity data on a CRM form

Solution: We will point to a solution available from SDK.

Go to \SDK\SampleCode\JS\RESTEndpoint\JavaScriptRESTRetrieveMultiple

You will find a solution file to upload there:

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Go to Settings->Solutions in your CRM organisations and Import the solution:

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Once you double click and open the solution, you will see the following:

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Page has dynamic binding for record counts(Setting to 10):

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JavaScript used are available to view:

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Also as Visual Studio solution in SDK:

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I hope this is a good starting point for learning.

Hope it helps and Happy CRMing!

If you want to know more on Dynamics CRM, just get in touch.

Do not forget to share! Sharing knowledge is true power!

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

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https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{Error Resolution}DateTime is less than minimum value supported by CrmDateTime error in Dynamics CRM 2016 in a plugin

Recently users started randomly reporting an error when they hit a custom ribbon button on a custom entity which used to trigger a plugin.

The log they were able to download had the following error:

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Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=7.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: DateTime is less than minumum value supported by CrmDateTime. Actual value: 01/01/0001 00:00:00, Minimum value supported: 01/01/1753 00:00:00Detail:

<OrganizationServiceFault xmlns:i=”http://www.w3.org/2001/XMLSchema-instance&#8221; xmlns=”http://schemas.microsoft.com/xrm/2011/Contracts”&gt;

  <ErrorCode>-2147220935</ErrorCode>

  <ErrorDetails xmlns:d2p1=”http://schemas.datacontract.org/2004/07/System.Collections.Generic&#8221; />

  <Message>DateTime is less than minumum value supported by CrmDateTime. Actual value: 01/01/0001 00:00:00, Minimum value supported: 01/01/1753 00:00:00</Message>

  <Timestamp>2016-07-12T11:19:59.489724Z</Timestamp>

  <InnerFault i:nil=”true” />

  <TraceText>

[CRM.Plugins:.CRM.Plugins.PreCreateUpdate]

[944f9582-fb77-e511-8102-3863bb357c38: CRM.Plugins.PreCreateUpdate: Update of]

</TraceText>

</OrganizationServiceFault>

 

Issue Resolution:

A quick check on the code told the reason. A developer had set CRM Date Time field to 01/01/0001.

Smallest Date Time possible to be set in CRM is 01/01/1753.

Here is the official Note on MSDN:

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Detailed Read: https://msdn.microsoft.com/en-us/library/dn996866.aspx

Hope it helps and Happy CRMing!

If you want to know more on Dynamics CRM, just get in touch.

Do not forget to share! Sharing knowledge is true power!

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

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https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{New announcements} Microsoft Dynamics 365 and Microsoft AppSource

Microsoft announced two keys things today – we are indeed in exciting times:

Microsoft Dynamics 365 evolves Microsoft’s current CRM and ERP cloud solutions into one cloud service with new purpose-built apps to help manage specific business functions, including: Financials, Field Service, Sales, Operations, Marketing, Project Service Automation and Customer Service

Microsoft AppSource – Microsoft’s new destination for business users to find and try out line-of-business SaaS apps from Microsoft and our partners. At launch AppSource contains more than 200 business SaaS apps, add-ins and content packs, including exclusive new industry-specific business apps from.

More Details:

https://blogs.microsoft.com/blog/2016/07/06/turning-business-process-into-business-advantage-for-organizations-everywhere/#sm.00001gtt4hqsjkdl0y2q9g1159qfn

https://community.dynamics.com/b/msftdynamicsblog/archive/2016/07/06/insights-from-the-engineering-leaders-behind-microsoft-dynamics-365-and-microsoft-appsource

Hope it helps and Happy CRMing!

If you want to know more on Dynamics CRM, just get in touch.

Do not forget to share! Sharing knowledge is true power!

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

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https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en

{Quick Tip} 3 Tips to keep your CRM skills updated in a fast developing Dynamics CRM product roadmap

I haven’t written a post out for a while. Trying to reach out in this post to a broader topic of what I guess many of us are facing currently in the Dynamics CRM world.

Dynamics CRM releases have been on like a fast paced train at the moment. There have been acquisitions, releases, enhancements, fixes – all happening at a very rapid pace.

Many of consultants and people I talk to are trying to learn new features and utilize them daily at work.

In this post, I am putting up few pointers that you can benefit from to keep up with the latest releases of Dynamics CRM.

· CHOOSE THE FEATURES YOU NEED, NOT EVERYTHING:

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With such a vast variety of features that have come up with each release, its best to focus on what you need to use or learn then start figuring out everything. For example, if you are using Surveys in your implementation or trying to understand Field service, you might not as well start learning about Portals at the same stage. It will make sense to focus on each feature that you need – this is important as all the features are vast in the current release.

· FIND OUT RESOURCES YOU CAN USE:

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There are variety of resources you can use including Books, CRM community, blogs, webinars, tutorials, blogs, etc.

Fastest way to go through the resources you can use is to keep up to date with CRM community – that is straight out the best resource I keep using and then contributing back to.

· PRIORITIZE THE TIME TO USE THE RESOURCES:

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No matter how strong a content you develop, in order to learn even one feature you need to prioritize time for what you need to be learning. One approach which has always worked is if I have to learn feature X first for business requirements, I put time out to learn that first.

Other CRM specific things which might benefit are:

· Go for the latest CRM online certification

· Go for the free CRM webinars on latest versions in community or the ones conducted by MVPs.

· Attend a CRM boot camp or training from an authorized Microsoft partner or Microsoft Training partner.

· Take the latest CRM online trial and do it on your own.

Hope it helps and Happy CRMing!

If you want to know more on Dynamics CRM, just get in touch.

Do not forget to share! Sharing knowledge is true power!

Twitter: https://twitter.com/msdynamicsblog
LinkedIn: https://www.linkedin.com/in/deepesh-somani-00296932

Google Play Store:

https://play.google.com/store/apps/details?id=com.dynamicsofdynamicscrm.msdynamicsblog&hl=en