If additional initialization logic is required when a form is opened, Dynamics 365 offers a choice between setting default field values (easy) and configuring custom parameters (not as easy but straightforward). Quick forms also take parameters when opened. But, as Daryl “Always Raising” LaBar has discovered, sometimes it just does not work. Short version: If […]
Our today’s tipster is the man himself: Tanguy “The XRM Toolbox” Touzard. Did you ever feel lost when you wanted to develop a plugin and didn’t know what keys to use in IPluginExecutionContext.InputParameters or IPluginExecutionContext.OutputParameters? Did you ever wonder why we do use the mysterious “Target” key when writing a plugin for Create, Update or […]
CRM workflows always require an entity to run. But what if you’d like to create a child workflow but need more than one entity or additional parameters? For example, while identifying the business opportunities for a professional photographer, you may want to invoke a workflow called Book the ceremony that involves two people. Let’s assume […]
In yesterday’s tip we mentioned the CRM_URL report parameter. But that’s not all folks. One of the best things the aspiring report writer can do is to download the RDL for one of the system reports, such as the Account Summary, and look at the RDL in Visual Studio (after adding to a report project). […]
Anything that’s been done twice is usually better. That includes double cream and double barreled. Except that report pre-filtering does not work if you need a filtering entity to be included more than once in your SQL. Consider this totally random piece of SQL: You cannot just apply pre-filtering because alias CRMAF_FilteredAccount cannot be used […]
One of the challenges of creating reports is the lack of real data in development environment. There is not enough Nancies Davolios to simulate real volumes. For that reason alone production organization is often replicated “back” to test and development environments. Reports suddenly come to life and designers can see 7-figures opportunities and otherwise empty […]
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