Tip #692: Extract Word and Excel templates from CRM 2016 like a boss

Military Extraction

The creativity of our fellow CRMers does not stop to surprise me. They go to the extraordinary lengths to avoid code because, as the true masters of their craft, they do not parade the skills just for the sake of it. But, as I was preparing the awesome tip #691 I couldn’t help but repeat […]

Tip #674: Dealing with multiple search results in Unified Service Desk

Too many search results

Unified Service Desk has a concept of Entity Search, that allows you to store parameterized fetchxml and reuse this definition declaratively (say, in Windows Navigation Rules), or via DoSearch action of the Global Manager, or directly from your code. One aspect that Entity Search does not deal well with is the searches returning multiple results. […]

Tip #655: Defensive use of undocumented functions

Black box

This is a sweet lesson for all the lovers of the undocumented functions. On odd occasion yours truly is guilty of being lazy and choosing a shortcut worthy spießrutenlaufen. From time to time those fits of laziness come back hard. For a long time I’ve been using SaveAsCompleted internal function on a command bar for […]

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 #639: I shall call him Squishy

I shall call him Squishy

Selecting a good name for an organization in CRM On-premises has always been a challenge especially when you automate provisioning of your CRM organizations. At least one would hope that the chosen name would stick. However, our special correspondent Mehmet “Sputnik” Ozdemir reports from the trenches that organizationid and name fields in the organization entity […]

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 […]