CRM DateTime Workflow Utilities v2.1.0.0
Added new functionality:Get Month Number – get the number associated with a date’s month Get Year Number – get the number associated with a date’s year Get Day Number – get the number associated with a...
View ArticleCRM Numeric Workflow Utilities v2.1.0.0
Added new functionality:Random Number Between – generate a random number between an upper and lower boundaryAlso cleaned up the action names so they’re more readable in the workflow editor.Moved...
View ArticleCRM Note Workflow Utilities v2.0.0.0
Some new workflow tools for working with Notes in CRM.Check Attachment Copy Note Move Note Delete Attachment Delete Attachment By Name Delete Note Update Note Text Update Note...
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VS Code JavaScript Snippets Extension
I had a few extra hours free this weekend and decided to convert the JavaScript code snippets from my CRM Developer Extensions project into an extension for VS Code (because that’s what all the cool...
View ArticleHow can we deactivate record using WebAPI
Hi,How can we Deactivate records using WebAPI?How can we send SetStateRequest message to deactivate records?ThanksBala
View ArticleCRM REST Builder 2.4.0.0
Long overdue but here’s an update I’ve been working on for awhile.Added support for Web API actions & functions Added Web API endpoint selection Added Web API filtering on related records Added...
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'Bad Request' for REST Builder when creating association for N:N...
Hi I am trying to associate two types of records -- a conference and a market sector. I have created an N:N relationship between them and am using the CRM REST Builder to associate the two records...
View ArticleQualify Account and/or Contact without creating an Opportunity
Qualifying an account and/or contact without creating an opportunity is important to our business. Especially for trade show leads where there might not be an opportunity but we still want to capture...
View ArticleCRM 2016 oData expand on collection
I don't know why the collection-valued navigation properties are always return an empty list with a reference to the actual data link.here's the query I tried :GET...
View ArticleCRM 2015 SDK - Developer Toolkit
Hi,I was just reviewing the newly released SDK for Dynamics CRM 2015 and noticed that it did not seem to include a folder for "Developer Toolkit" under the Tools folder. Just in case, here is the link...
View ArticleCRM REST Builder v2.5.0.0
New in this release:Added 8.2 endpointChanged functionality to reload CSDL when endpoint changes to ensure metadata is correctAdded 8.2 option to return full entity on create & updateAdded option...
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New Tool - CRM Code Editor
If you’ve ever tried to make a quick change to some JavaScript code inside CRM you’ve probably come to the conclusion that the experience isn’t so great, in fact it’s terrible. Not being able to tab to...
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Show SharePoint Documents on the Main Form
Here’s an easy way to embed the SharePoint document window you’d normally get by navigating to “Documents” under related records, which includes all the native functionality like search, upload, This...
View ArticleAudit Summary data export to Excel
I need to produce some analytics from the Audit Summary data in MS Dynamics CRM 2015, Anyone have a solution to extract the data to Excel to do this?
View ArticleSet Company Name while creating contact using MS CRM web api + C#
I am getting "Bad Request" response while creating contact with company name.Code I am using to set account company is below._webApiURL = [Organization...
View Articlechanging the out of box fields length
Hi all, I would like to decrease the out of box field length for some fields. I am wondering if there will be any issues in future.Thanks
View ArticleCant send emails in Dynamics 365 Using Office 365
Hello,I am not being able to send emails from Dynamics 365 using office 365 email. I approved the email using an office 365 administrator , but I am not reaching the intended results. I opened the user...
View ArticlePicklist in CRM and var char in .net
Hi, In our CRM,For example we have a STATE field which is a picklist with values Atlanta, California, Texas ...... Now, there is a .net application which consumes our CRM data where the COUNTRY field...
View ArticleHow to mamage recurring Activities like Taks & Telephone calls ?
1) How can one setup a recurring Activity (e.g. Phone Call or task) in Dynamics CRM 2016 version. ?e.g. i need to call contact ABC every month (every week) is there an other way than to create 12 or...
View ArticleSearching Inactive Contacts
hi,our default contact search only shows active contacts. Is there a way to customize a view or something to allow this search to also pull inactive records? Currently we can use advanced find to...
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