Configure HTML Rich Text Editor in CRM

CK editor

Recently, i added RichText Editor in MS CRM by supported way, thus thought that let’s share it.

Adding RichText editor in MS CRM is very easy. I used a solution i found on code share and modified that as per my requirements. Here are the steps to add that in MS CRM,

Continue reading “Configure HTML Rich Text Editor in CRM”

CRM 2015 – Best practices for CRM Deployments

Hosk's Dynamic Blog

“Is life not a thousand times too short for us to bore ourselves?”
Friedrich Nietzsche

With boring repetitive CRM Developer tasks  – share the pain, share the knowledge – Hosk

Live deployments of customizations are tedious, stressful and critical events for CRM Developers.  Often done outside of hours to avoid disrupting the users (what about the CRM Dev’s, they have lives too!), if they go well it’s as it should be, if something goes wrong the lightbulbs are swapped to read and end users can be heard shouting SHOW STOPPER.

Despite the importance of production deployments not much time is spent thinking and improving the process, it’s often delegating to someone at the start of the project and they are left to get on with it.  In the article below I look at the different aspects of the production deployment and highlight parts to improve.

Solution Overview

CRM developers…

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Managing Language Translations for multiple Organizations

Managing languages within different organisation.

{Utility} FetchXml to SQL converter for Dynamics CRM 2016/ 2015. Enjoy seeing your fetchxml queries getting converted to SQL without using profiler

Debajit's Dynamic CRM Blog

First of all, I have been able to make this work for CRM 2015/ 2016 on-premise and IFD but does not work with online version. However I am still trying hard to make it work for online version as well. Hopefully I would be able to find a solution very soon.

Now coming to what the tool does.

  1. First of all, it is not a custom logic of string manipulation which is based on the format of FetchXml. So even if the fetch XML format changes in a rollup update, it would still work
  2. It would generate exactly the same SQL that would find if you check in your profiler, for your fetch calls.

Now coming to the requirement

How often does it happen that a view is taking significant amount of time to execute (both personal and system views) and you wish to view what is the…

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Gotcha Working with Dynamics CRM Web API: Grammar..

Work and Study book - Dynamics 365(CE) & Power Platform Blog

Microsoft has suggested developers to start using the new Web API to develop new custom development. As they are planning to deprecate the 2011 endpoints sometime after CRM version 9 (We are on version 8 now!). Ref:

So, I’ve embraced the Web API in my new projects for javascript codes. Typically I would use CRM Rest Builder by Jason Lattimer to build Web API request in Javascript.

I found out it is quite interesting on one of my custom entity, let’s call it “cust_selectionmatrix”. I tried to build the query using the tool, but I won’t generate the query as expected. Then I tried to look at Microsoft examples around the Web API query. Most of them are appending “s” against the entity name. E.g: for account: /api/data/v8.0/accountand for contact: /api/data/v8.0/contacts.

So my first trial is just adding s at the end of my custom entity: 

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MS CRM 2016: Customer data type

So finally customer data type is available in Dynamics CRM 2016, let’s see how it can be useful in your next CRM Implementation. In Dynamics CRM customer information can be stored using two entities Account and Contact.
customerpic1 Continue reading “MS CRM 2016: Customer data type”

Trigger a Plug-in From JScript in MS Dynamics CRM

Many times in MS CRM development we needs to trigger a plugin from JavaScript or from ribbon/command bar; its possible by supported way  and its easy too. Here are the steps for that

  1. Create a new custom entity to act as a trigger entity
  2. Register your plug-in(s) on the create or update messages for this newly created entity
  3. Create a JavaScript web resource that performs a soap update or create call of that newly created entity
    1. Create JavaScript web resource
    2. Ribbon customization
    3. Register JavaScript
  4. If you want to keep audit of this then go with create message, so each time on call of this plugin we can create new record that will save required data as audit.
  5. That’s it.