Editable Views in MSD 365

In MSD 365, developer’s life is much easier than earlier. I do remember my team invested days to developer editable grids for an entity on from.

But now it’s just out of the box feature, it’s cool, isn’t it?

This feature has been introduced in MSD CRM 2015 but it was for very limited entities. But now it’s available for almost all entities including custom entities.

For this we need enable entity to be editable. Here are the steps to make it enable

  1. Go to customisation
  2. Open entity configuration
  3. editble grid 1
  4. Click on Control to add editable grid for the entity
  5. editble grid 2
  6. now  select it behaviour
  7. editble grid 3
  8. After behaviour selection, publish the entity.
  9. It will make main view as editable on the fly.
  10. You can undo this editable grid any time in future,  for that just delete added control and publish the entity
  11. That’s it.

Thanks !!

Enable / disable Dev error message

Sometimes we don’t understand what the hell is going on behind the scene while working with Dynamics CRM. As error messages are in friendly manner, eg below

So, in such time it’s better to get the detailed message that will direct to correct the problem.

For such, senario we can enable descriptive/developer error with unsupported way. Login to CRM server and open ‘web.config’ and set developer errors to ‘On’ instead of off as shown below,

<add key=”DevError” value=”On”/> from <add key=”DevError” value=”Off”/>.

It will show you descriptive error message like below

But for the end user it’s disaster, he thinks that application has been broken and raises the critical bug. So just reverse, everything will be alright.

Thanks!!

Query hierarchical data

Retiring hierarchical data is easy, we don’t need to iterate by for/while loop. just use ‘Above’ or ‘Under’ keywords, then it will serve you all parents or all child available.

in regular query, just ‘ConditionOperator.Above’ to get all parents.

in regular query, just ‘ConditionOperator.Under’ to get all child.

How to create this type of structure

Continue reading “Query hierarchical data”

Configure and visualise hierarchical data

In MS Dynamics CRM, Self join has special powers, with self join we can create hierarchical data structure, as shown below,

hirarchy Continue reading “Configure and visualise hierarchical data”

A Firefox Add On for MS CRM Users

Firefox have Add-in which is very helpful for MS CRM developers,  Just like Crom extension helps MS CRM developers. 

The CRM Power Pane is a helper tool designed to integrate with Microsoft Dynamics CRM application and allow you to manipulate forms or perform actions faster throughout the Microsoft Dynamics CRM application .

It has following features

power pane for ex. you want to know the schema name of attribute, just click on ‘Schema name copy mode’ and then click on desired attribute, on mouse over it will show that name and on click that name will be copied on clipboard, as shown below..

power pane ex

also, if you want current record ID, just click on that option, id will be pop out. same like that you will get many other information without going in to the customisation mode with admin rights.

 

As well as you can unlock locked fields and put info there for testing purpose and save the form without making any customisation.

…. and many more.

To install it, go to Firefox add-ins and search for ‘Dynamis crm power pane’, then just install it …. and save your time ….

firefox power pane

 

Thanks you. !!

Consume Web-request from Plugin

web

Generally, CRM not works alone, it includes many other application, such time we needs to move data from one application to another. In this situation we needs integration; We do integration with either “HttpWebRequest” or “BasicHttpBinding”.  Continue reading “Consume Web-request from Plugin”

Special privileges in CRM Security Roles

Awesome article …

CRMguru

There are several privileges in Dynamics CRM that control access to things like settings and user personalisation features, rather than data records. If users are missing some of these then they might not be able to sign in to CRM at all, or might not be able to use it properly. In particular, there are six privileges that can only be set at User level

Privileges that can be set at “User” Level only

There are a few privileges that you can only set to User level or None in any security role. Five of the entities for which this is true are on the Core Records tab, and you can easily find out which they are by looking at the System Administrator security role (shown below). Even this “super user” does not have global rights to these items so they stand out as the only rows not covered in…

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