Save your changes in CRM directly from excel online–Dynamics CRM 2015 online Update 1

Many user wants to update data like excel, for those it will be a great things.

Debajit's Dynamic CRM Blog

Dynamics CRM 2015 Online update 1 brought many changes. And the most talked about changes I keep hearing about are the new SDK changes that came with it. I am from hard-core programming background and honestly nothing excites me than getting dirty with new stuffs hands-on.

However in my role as a consultant, I have to constantly thrive for a “wow” from my customer. And sometimes small small features unexpectedly brings that out from the customer.

So here was I demoing some CRM stuffs to the business. With online update 1, you can export your data to excel online, make some changes to the data and save the changes from the excel directly back to CRM.

Lets take the opportunity entity here for an example.

  • Go to My Opportunities view. The trick here is to put the most used columns in the view so that when the user exports this…

View original post 191 more words

MS CRM Configuration Data Mover tool

A frequent challenge when working with Dynamics CRM is making sure that configuration data like teams and queues have the same record GUIDs in all of a project’s different environments for development, testing and production.

Without identical GUIDs, any processes, scripts or other customizations that reference a record’s id will have to be changed between environments, and this is risky because it means you’re running a solution in production that’s different than what was actually tested in a lower environment.

Continue reading “MS CRM Configuration Data Mover tool”

Add XRM Sign

https://github.com/BackToTheCrm/XrmSignature

Allows recording signature input via a web resource on a CRM form and storing the resulting image as an attachment to the record.

signaturepad

{Tips & Tricks} Explore a managed solution’s plugin assembly programmatically in Dynamics CRM Online.

I not tried, but seems worth to share.

Debajit's Dynamic CRM Blog

I never find a good title to explain my blog post. So I would rather suggest you read through my entire post even if blog title seems absolutely non-sense Smile.

So coming back to the topic here, first let me tell you why I needed to do all this stuff. My customer environment contained a managed solution which had a utility plugin. The solution was developed by some consultant company who was working for my customer initially. The source code for the managed solution was with the consultant firm. Unfortunately during handover, the source code handover got missed.

My client is running CRM 2015 online and all of a sudden, this managed assembly started throwing error. It contained some cool stuffs. So we cannot get rid of it. After multiple discussions with our client, we decided to rewrite the stuffs in the assembly. So we need the assembly. But how…

View original post 207 more words