Tip #644: Async Dynamics CRM awaits you

Hanging minesweeper

Gayan “Performance Wizard” Perera hates waiting. Be smart, be like Gayan. For anyone who’s been waiting to get async/await support for the CRM SDK, you can now get a simple extension class from https://github.com/NZxRMGuy/crmsdk-async The downside with my one is that it’s a wrapper around the sync method – some people do frown upon this […]

Tip #636: Use all attributes and miss some of the data

Entity image

Laziness is the engine of the progress. If it was not for Josephine Cochrane trying to avoid the house duties, we’d still be doing dishes by hand. So we all guilty from time to time using all attributes when retrieving information from CRM. The consequences are not only spießrutenlaufen and eternal condemnation, but also dreadful […]

Tip #608: Generate documents in code

Generate document action in the workflow

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 […]