The official word is: We do not recommend using jQuery in form scripts and ribbon commands. Right. And what are we to do with thousands lines of code already relying on that miracle? People insert libraries and keep their fingers crossed or follow the wise ones and encapsulate the instance with jQuery.noConflict() call. There is […]
Tip #624: Updating won opportunity fields
When I receive an email from Mitch “Only in Texas” Milam with the subject “Well, this is interesting”, I know it will be just that. Last week was no exception: Did you know (in 2015 at least) you can change the processed and staged fields on a Won Opportunity, without reopening it? No, I didn’t […]
Tip #608: Generate documents in code
CRM 2016 has the ability to generate documents using Word templates. For workflows there’s a custom action called SetWordTemplate which can be added via Add Step > Perform Action > SetWordTemplate. But what if you want to generate the document in a plugin, javascript or in external application so that the functionality can be used by custom […]
Tip #601: Reliably send email in workflow
Sometimes, instead of a simple Send Email action in the workflow, it’s necessary to prepare the email in the workflow (Create Email action), perform some additional manipulations (like adding attachments) and then send it. To do just that, setting email status to Pending Send has been reliably working for everyone since CRM 2011. Until now. […]
Tip #592: Tipster guide to Deploying a Dynamics CRM Package
Last week we showed you how to create Dynamics CRM Package Deployer package using Visual Studio. In this week’s video we finish our series on the Configuration Migration tool and Package Deployer by putting the items we created together and walking though an install. Give us your feedback, all of it: good, bad, and ugly, […]
Tip #589: Programmatically Move Cross Entity Business Process Flow Stages in CRM 2016
It’s been a while since we’ve heard from Gayan “Not Daddy” Perera. As often the case with Gayan’s tips, this one is a nugget. Moving the stage of a cross entity business process flow programmatically can be achieved by using the NavigateToNextEntity request. Most of the parameters are self explanatory, the only tricky one is […]
Tip #587: Tipster guide to creating Dynamics CRM Package Deployer package
Video Friday’s here, get the popcorn. In this video we show you how to create Dynamics CRM Package Deployer package using Visual Studio. Additional Information on creating a package can be found here. Give us your feedback, all of it: good, bad, and ugly, I’m sure we can take it. Suggest new topics either in […]
Tip #575: Check your clocks
tl;dr If you receive an error “An error occurred when verifying security for the message” when connecting to Dynamics CRM, verify that the clocks on the client and the servers are no further than 5 minutes apart. Just a bit longer Code that was working yesterday refuses to run and spits an error on the […]
Tip #574: Hidden sources of javascript errors
Quite often developers complain about getting javascript errors when the form does not contain any scripts or events. Explicit script definitions are not the only source of the possible errors: Business Rules are deployed on the client as generated javascript. While it’s unlikely that business rules will generate an erroneous script, it’s worthwhile disabling the […]
Tip #570: Remote debugging in CRM with vorlon.js
Our resident visual effects tipster asked me the other day if I had any experience with using vorlon.js in CRM. I didn’t as I never heard of it. But since someone somewhere some time ago pointed out that these days <random noun>.js is probably a valid javascript library, I decided to take a look. As it […]