December 25, 2014

Microsoft CRM 2015 and OData queries builders

Since the OData endpoint was released with CRM 2011, I’ve used CRM OData Query Designer developed by my fellow MVP Rhett Clinton. Today, I was working on a brand new online instance of CRM 2015 and  I trying to import a lovely tool into CRM when I got a message that solutions developed for CRM 2011 could not be imported into CRM 2015. I started to look for alternatives and found a brilliant solution developed by another fellow MVP – Jason Lattimer. The great advantage of CRM REST Builder is that you can get the complete code of calls using different frameworks developed for Dynamics CRM. So try, use, and love this tool – CRM REST Builder.

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October 8, 2014

Microsoft CRM 2013: Currency exchange rates actualization

In this article I will share with you a small add-on I developed for one of my customers.
Let’s assume that you are an employee of a company that uses CRM with several currencies. Of course, you want to have actual information in your system and the currency exchange rates should be current. Microsoft CRM allows to have in your system one base currency and many other currencies. Every currency has an exchange rate field that is used for calculation of base fields of your currency fields but there is no out-of-box possibility to actualize exchange rates.

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June 13, 2014

Dynamics CRM 2013: Step-by-step creating dialog windows

In my previous post, I shared with you how to use Microsoft CRM’s internal function to show a dialog window in Dynamics CRM 2013 inline style. In this post, I will provide a step-by-step guide on how to build your own dialogs in CRM 2013 style.

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May 26, 2014

Show your dialog in CRM 2013 modal style

With CRM 2013, we’ve got one working window without any pop-up windows (lookups, dialogs, e.t.c.). But… only for standard features. What do you do in case you want to use the same approach with the modal windows, as CRM does it? I went through the SDK and found the following article – http://msdn.microsoft.com/en-us/library/jj602956.aspx#BKMK_OpenWebResource. I tried the code but I got wrapped window.open method. After some investigations, I found how CRM does it:

and the usage is following:

Demonstration of what it looks like:

You can use this approach but remember that this code uses undocumented methods, so it could be broken with any rollup.

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January 19, 2014

MS CRM 2013: Issues uploading report to CRM Online

Today, I was faced with a really weird issue with a Report developed for CRM Online. The Report worked fine both at BIDS and my test On-Premise instance, but once I’ve tried to upload it to the productive instance I got following error:

I’ve downloaded the description file, but the error log didn’t contain any helpful information:

After that, I opened the SDK for CRM and found this article that describes the limitations of reports in CRM Online. I went through all used formulas and replaced the parts that used Equals and Decimal.Zero.

So my suggestion if you have problems uploading Report to CRM Online:

1. Recheck that your report uses Fetch Xml DataSource.
2. Recheck all formulas that you have in your report and remove (or replace) all denied types and denied members.
3. Ensure that your report doesn’t use references to any assemblies.

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