Deployments – Keep GUID sync

deploymnet

During deployments we have to keep same GUID’s across the environments, it will reduce the over headache like workflow/business rule validation. Here  are some methods ..

Manual Method

Exporting the data out of your DEV CRM (ticking for reimport), turning the files into CSV files, this will have the guid each row.  You can import these into different CRM instances

Create a CRM SDK Console app

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Working with Goals – Rollup Query

rollup

We can create Rollup Queries using CRM SDK (plugin or workflow or some external tool). In this entity, MS CRM provided similar to advance find capability for Query attribute, CRM stores it in database as ‘fetchxml’ attribute in fetch-XML (XML) format. Continue reading “Working with Goals – Rollup Query”

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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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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Difference between secure and unsecure configuration

Whats difference between secure and unsecure configuration ..?

Secure n Unsecure configuration

Thanks !!

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…

View original post 191 more words

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 !! 🙂