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. […]
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 […]
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 […]
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 […]
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 […]
Woot-woot! Our video channel now has the official URL: https://www.youtube.com/CRMTipOfTheDay! (Hint: take a minute and subscribe). To celebrate this achievement, our video dude, Derik, has gone MIA. After 38 straight weeks of videos, can’t hold it against him. So today’s tip is not a video but something that has been on my todo list for […]
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 […]
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 […]
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 […]
If there is one bonus take away from the yesterday’s tip, it’s existing KB functionality will soon be deprecated so it is advisable to transition to new KB as soon as possible. So people started to ask, how to do that. tl;dr Long version Yes, some assembly is required. Good news, it’s not that difficult. […]
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