If you ever needed to create a password field in Dynamics, you first instinct was, probably, to create a javascript that will somehow encode the value entered into such a field. Luckily, creating such fields is not exactly the most popular requirement so we don’t have to think of this too often. However, when it does happen,… Read More »
What comes to your mind when you realize you need to extend Dynamics with some server-side code? Plugins? Custom workflow activities? External applications? Those are all great options, but, for many years, they have been the only options available to us. And, yet, they all have limitations. Plugins can’t run on their own. Custom workflow… Read More »
CRMContext is a special object that is available to you in the code expressions, and that provides some core properties / methods you can use to work with Dynamics. Here is an example of a code expression that’s using CRMContext: CRMContext.Target[“name”] = “First Account”; This expression is going to set “name” parameter of the target record… Read More »
Here is what you should know about the expressions syntax to start working with them. Solution entities: TCS Expression – use it to create and register code expressions TCS Number Sequence – works in combination with the Sequence function. Normally, there is no need to work with this entity directly. However, you can manually update “Next… Read More »
A few years ago, I developed some code for Dynamics, and, then, just put it aside since I was not able to really figure out what to do with it. However, while I was putting together TCS Tools solution in the last few weeks, it occurred to me that I could probably include that code,… Read More »
SetActiveProcess custom workflow activity which comes with TCS Tools allows you to switch active process for a record to a process of your choice. There were some changes in how business processes work in the Fall 2016 release of Dynamics 365, so you might want to read this article first: Concurrent Business Processes in Dynamics 365 In… Read More »
For a very long time now, Dynamics has been offering the ability to create multiple main forms per entity. Those forms are aware of the Dynamics security, so we can use them to give different users different views into the data. So far so good, there is nothing new there. However, there is something in Dynamics 365 that… Read More »
So, yes, there is a change. Before I continue, I wanted to make sure you know what business processes are. If you are not too familiar with them, you might want to do some reading first: https://www.microsoft.com/en-US/Dynamics/crm-customer-center/create-a-business-process-flow.aspx Otherwise, I’ll simply walk you through this change. In my Dynamics 365 environment, I have an entity which is called… Read More »
TCS Tools is a set of components for Dynamics 365 – it’s a work in progress solution, you can find the summary of those components below. Feel free to download it and deploy in your Dynamics instance. Don’t forget to keep me posted on how it works out for you. In order to deploy the solution, follow… Read More »
It is an incredibly popular question: how do we find all parent records which do not have some kind of related child records? How do we find all accounts without opportunities How do we find all teams without users How do we find all Parent entity records that have no Child records associated with them And there is… Read More »