Portals were introduced into Dynamics after the purchase of ADX Studio. Portals are hosted by Microsoft and free to use (providing you have less than 1,000,000 views per month). A Dynamics Portal can be used to publish content and to allow portal users to view and update Dynamics data. The administration and management of the Read More…
Category: Dynamics 365
Project Service Automation Delegation – UI and SDK Gotchas
A typical requirement for project management and time sheet systems is the ability to allow a manager to enter time sheets for team members. PSA, Project Service Automation, supports this through the use of delegation records. A user can create a delegation record allowing another user to enter the hours they have worked on project tasks. Here I have created Read More…
Project Service Automation – Work Hours Templates
Work hour templates in PSA, Project Service Automation, are basically pointers to calendars for resources and projects that determine which days of the week are working days, the number of hours worked per day and if the business closures are to be observed. It is important to configure your work hours template before you use Read More…
Project Service Automation – Project Templates
Project templates are a useful feature in Project Service Automation if you regularly manage the same types of projects which have similar tasks and resourcing requirements. You can create a project template with a work breakdown structure of tasks and dependencies and use this template for new projects. When you create a project using a template the Read More…
Message Listener with No Code Json Parsing
In this post I am going to show how you can configure a message listener in Dynamics CRM that will receive Json messages, parse the Json and create a record using the parsed data We are going to do all of this without any custom code. First a bit of background on an unused corner of Read More…
How to handle Nulls in Dynamics CRM Calculated Fields
One of the little wrinkles with calculated fields is that they cannot handle nulls and so if one of the values in the calculation is null then the calculated field value is null. In this example I have four custom fields on the opportunity entity to track the customers estimated sales by quarter. The calculated field Read More…
Dynamics CRM – Google Charts Mashup
The combination of HTML Web Resources, Web API and Javascript libraries in Dynamics CRM allows you extensively customize the user interface. Here I am going to show how you can create a mashup of these technologies to show a custom appointments timeline chart on the account form. The out of the box charts are somewhat limited In Read More…
Open Dynamics CRM Form Using Alternative Key
The introduction of alternative keys in Dynamics CRM 2015 give us the ability to add unique identifier fields to entities in CRM. This is particularity useful when you need to store an unique identifier from an external system against a CRM record. At the same time the Upsert command was added to the SDK to Read More…
Tracing in Dynamics CRM Custom Assemblies
When writing custom assemblies for Dynamics CRM you can add trace messages to your code to help track down problems and identify performance issues. Trace messages can logged by initializing the tracing service in your code and calling the Trace method. I usually add the execution time as part of my trace messages especially when calling external services as this Read More…
CRM Query Performance using NoLock and Dirty Reads
Using NoLock can provide a performance boast to your CRM code when querying data. When you use NoLock the sql generated sets the transaction isolation level to READ UNCOMMITTED. What this means is that your query does not issue any shared locks. Shared locks prevents the data you have read being modified. As a consequence of this Read More…