With any open source solution for Dynamics (aka Github-based), the only real support guarantee is to get the source code to your own dev environment and to build it there. Only then can you safely use that solution in production.. Don’t do that, and you’ll find yourself in trouble when the author abandons that solution and you will have to… Read More »
There is a method in the Xrm.Utility namespace that we can use to open a quick create form: https://msdn.microsoft.com/en-us/library/jj602956.aspx It turns out this method can produce a very vague error: And you won’t see much in the downloaded log file: Unhandled Exception: System.ServiceModel.FaultException`1[[Microsoft.Xrm.Sdk.OrganizationServiceFault, Microsoft.Xrm.Sdk, Version=8.0.0.0, Culture=neutral, PublicKeyToken=31bf3856ad364e35]]: System.Web.HttpUnhandledException: Microsoft Dynamics CRM has experienced an error. Reference… 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 »
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 »
How would you answer if a .NET/JavaScript developer asked you: “what do I need to know to become a Dynamics developer?” There are, of course, books/bootcamps/courses covering this subject.. However, to put this in the context, imagine a project that’s been delivered by a consultant and that has to be supported by the internal full-time employees.… Read More »
Here is a short code sample on how to add a pre-search filter to the lookup function onLoad() { Xrm.Page.getControl(…).addPreSearch(function () { addPreSearchFilter(); }); } function addPreSearchFilter() { var filter = “<filter type=’and’>” + “<condition attribute=’…’ operator=’not-null’/>” + “</filter>”; Xrm.Page.getControl(…).addCustomFilter(filter); }
Here is a quick and dirty example of how a plugin could be created to handle N:N associations. A plugin like this would need to be registered for the “Associate” message of “any” entity: using System; using System.Collections.Generic; using System.Linq; using System.Text; using System.Threading.Tasks; using Microsoft.Xrm.Sdk.Client; using Microsoft.Xrm.Sdk; public void Execute(IServiceProvider serviceProvider) { IPluginExecutionContext context… Read More »