Configuration Migration Utility

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The main purpose for the Configuration Migration tool is to migrate configuration data that is usually stored within custom entities from a source master development environment into a package that can be deployed onto a target live environment. The tool can also be used to package up some sample data say for a product add-on to demo how to use it.

issue: GUID’s must in sync to use this tool else it will copy the data but not able to resolve the lookup.

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‘Save and close’ button issue

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We were facing issue in ‘Save and Close’ button for an entity form. What happens, on first click of ‘Save and Close’ button, it just refresh the page, neither getting saved nor even getting closed.

Thus, after big research, we come to know its happening only if we are using two buttons on command bar then only this persist.

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Make Rich text editor read only

CK editor

Recently we had requirement of adding RichText HTML control in MS CRM for few attributes (add RichText HTML editor in MS CRM ). On implementation of it, client demand to make it read only / editable based on some condition. so that implementation is ..

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Common plugin for Deactivate / Delete all associated entity

Its walk-through for deactivating all associated (1:N) records. Steps for that are

  1. Create plugin
  2. Register and create steps

Create plugin

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Trigger plugin using Action

actions

There are many scenarios that we needs to trigger plugin from ribbon / command bar. For this kind of scenario what we do, we create dummy entity and then call some message from JavaScript of  that dummy entity to trigger our plugin (you can explore this example from here ). This is what we do for MS CRM 2011, but from MS CRM 2013 onward, Microsoft CRM introduced ‘Action’ process.

Using Action we can trigger plugin, steps for that are …

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Solution import issue – CRM’13

Few days ago, we created a new CRM (2013) server with few organisation. Now we want to make older and newly created organisation in sync. Thus, I created a un-managed solution and tried to import it in newly created org, but it failed with following error (ref below screen shot)

solution imprt

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Difference between workflow and plugin

Difference between workflow and plugin…

 

Thanks you…!!

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…

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Where is ‘Save’ and ‘Save and Close’ Button

In CRM 2013 / 2015, new auto save feature has been introduced by MS CRM. This feature will save you changes without pressing save button, thus you don’t need ‘Save’ and ‘Save and Close’ buttons. But many users don’t like this, they want those buttons on form. To do this you need to off this auto save feature from MS CRM’s system setting. by doing this these buttons will appear on each form.

Enjoy !! 🙂

Upgrade MS CRM : MS CRM 2011 to MS CRM 2015

computer-upgrade

Few days back we upgraded (on premise) CRM 2011 to CRM 2015 (What’s new in MS CRM 2015), trying to summarize that upgrade. I am going to mention only the things I tried only, you may find some other alternatives for same as well. J

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