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 ..
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
Continue reading “Deployments – Keep GUID sync”
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”
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.
Continue reading “Configuration Migration Utility”
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 ..
Continue reading “Make Rich text editor read only”
Its walk-through for deactivating all associated (1:N) records. Steps for that are
- Create plugin
- Register and create steps
Continue reading “Common plugin for Deactivate / Delete all associated entity”
Using Action we can trigger plugin, steps for that are …
Continue reading “Trigger plugin using Action”
Whats difference between secure and unsecure configuration ..?
Difference between workflow and plugin…
Difference between workflow and plugin
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 !! 🙂