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…
Interactive Service Hub – Sub Account Activity Issue
I have started to have a look at the capabilities of interactive service hub for a potential project. The interactive service hub is a new user interface for Dynamics CRM currently targeted at service functionality. The interactive service hub user interface is very slick and although only a subset of the core entities are supported 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…
Dynamics CRM Default Custom Report Template
This is a quick tip which may save you some time if you frequently use Business Intelligence in Visual Studio to develop custom reports for Dynamics CRM. You can create a report RDL file and use this as the default template for new reports. Simply create a new report and configure your CRM data source and add any Read More…
CRM and SharePoint Security Replication
It is now easier than ever to integrate Dynamics CRM and SharePoint and in this post I will explain a security concern with this scenario and how you can use a tool from Connecting Software to overcome this and to the synchronize security settings between Dynamics CRM and SharePointIn this example I am using server Read More…
Email Tracking Office 365 and Dynamics CRM
This post demonstrates how quickly you can configure the CRM app to track emails between Office 365 and Dynamics CRM. The only precondition is that the users mailbox must configured for server side synch. From the Settings menu select the Apps for Dynamics option. Click the Dynamics CRM App for Outlook. The installation of the Read More…
Web API – Querying with Expand
From version 2016 onwards the Web Api in Dynamics CRM should be the preferred choice for new development as the old rest services are being deprecated. Something I noticed when I started to use the Web Api endpoint is that support for $expand is limited when retrieving multiple records. The Expand option is used to retrieve Read More…
Default security role in Dynamics CRM
Many smaller organizations that use Dynamics CRM have simple security requirements. This is typically a single business unit with a small number of security roles. Usually every user has a default security role that can view and update records with a few power users or managers having additional rights on top of this. When you Read More…