Author: Andrew Butenko

Blog, CRM Extensions, Ultimate Workflow Toolkit

UWT: Email Invoice in PDF format

It became a typical scenario – Email Quote or Invoice to customer in PDF format. When you’re on premise – it’s not a big problem – develop report, publish it to CRM, publish it to Reporting Services and use Reporting Services to render report in PDF format. But what to do when you’re online? One …

Blog, Tools, Ultimate Workflow Toolkit

UWT: Cloning record with related records with no code

After I wrote previous post regarding copying of N-N related records I got reasonable question – why have I used Action in this scenario if it is possible to implement it without it using just “Distribute Workflow” step and On-Demand workflow. I agreed that this is possible. So here is other scenario that can’t be …

CRM Extensions, Tools

Ultimate Workflow Toolkit v1.5.0.0

New release of Ultimate Workflow Toolkit is available. On one hand this release contains a lot of new cool features. On the other this release is not directly compatible with earlier versions. I will provide guide that will describe how to install this version if you have earlier versions installed already. Here is what I’ve …

Blog, Development, Howto

How to generate Excel Template from code

2 years ago as a part of Dynamics CRM 2016 release Microsoft introduced “Word/Excel Document Templates”. I saw examples how to generate Word template but have never seen the same example for Excel. Here is what I found after several hours spent with DB of CRM and ILSpy:

Huge limitation of this code – …

Development, Howto

How to use SendEmailFromTemplate action with JavaScript and WebApi

 

Development, Howto

How to Add records to Marketing List using WebApi

Following code can be used to add records to Marketing List using JavaScript and WebApi:

 

Blog, Development, Howto, Reports

Microsoft Dynamics 365 v9.0: How to fix connectivity issues between SSDT + Report Authoring Extension and Dynamics 365

At the moment (February 14, 2018) Microsoft hasn’t released version of Report Authoring Extension that supports both v9.0 and enforced TLS 1.2. This post will help people who develops reports for latest Dynamics 365 v9.0 using SQL Server Data Tools and FetchXml Authoring Extension.

Blog, Tools

Ultimate Workflow Toolkit v1.4.0.0 – all you want to do with Multiselect Optionsets in Workflows

Multiselect optionset was introduced as another one cool feature of 9.0 release. On one hand we have got cool and useful feature but on the other hand you can’t use this field as a part of Business Rules and Workflows/Actions. I believe this limitations will be resolved in upcoming release but I decided to address …

Blog, Development

Microsoft Dynamics 365 v9.0: lookupObjects – closer look

After I posted my previous post about new namespaces and methods I got several questions about lookupObjects method from Xrm.Utility namespace. I decided to make additional research to check what was not documented but can be used.