Posts

Microsoft CRM Portals and SharePoint Integration

Image
Microsoft has officially released Dynamics 365 - Portal version 9.0.10.6 GA. This allows you to integrate SharePoint with the CRM Portal. This feature was available in the old ADXStudio version and is now back. Whoo hoo. To enable SharePoint Integration navigate to your Dynamics 365 Admin page and go to Applications. Then select "Set up SharePoint Integration, and enable it. (Need to be global admin). Once enabled, create your Entity form as normal. Add a subgrid on your CRM Form for your SharePoint documents. Enjoy!

Training to get you started

Follow the link below to get started on Dynamics 365. https://docs.microsoft.com/en-us/dynamics365/

Important changes coming in Dynamics 365 Customer Engagement

Some of the old features are getting depreciated, here is a list of feature that will disappear: Dynamics 365 for Outlook (Outlook client) Service scheduling in Dynamics 365 for Customer Service Dialogs Usage of Parature knowledgebase as the Dynamics 365 knowledge management solution Project Service Finder app Contracts, Contract Line Items, and Contract Templates entities Standard SLAs in Dynamics 365 for Customer Service Relationship Roles Mail Merge Announcements Ready-to-use business processes available through Add Ready to Use Business Processes setting are deprecated Some client APIs EntityMetadata.IsInteractionCentricEnabled property Silverlight (XAP) web resource  Read more about it here

Refresh a Web Resource in Dynamics CRM 2015

Use the following function to refresh the Web Resource on your form. Just remember to pass the parameter for your Web Resource Name. function refreshWebResource(myWebResourceName) { //get and validate current id var currentId = Xrm.Page.data.entity.getId(); if (currentId != null && currentId != undefined && currentId != "") { //get and set the querystring from the control     var querystring = Xrm.Page.getControl(myWebResourceName).getSrc();     Xrm.Page.getControl(myWebResourceName).setSrc(querystring + "&data=" + currentId); } }
Best resource to resolve the dreaded "rsProcessingAborted" error. http://blog.simpletrees.com/2013/04/mscrm-and-dreaded-rsprocessingaborted.html Thanks to Conor Gallagher

MS CRM Address Auto Lookup

Just discovered a great CRM Address Auto Lookup tool on codeplex thanks to  http://mahadeomatre.blogspot.com https://addressautolookup.codeplex.com

Microsoft Dynamics CRM 2015 new Navigation

Image