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 …
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 …
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:
var request = new OrganizationRequest("RenderTemplateFromView");
request["Template"] = new EntityReference("documenttemplate", new Guid("ECF388DE-1033-4C7C-93F3-0803B16C09C7"));
request["View"] = new EntityReference("savedquery", new Guid("00000000-0000-0000-00AA-000010003001"));
var response = service.Execute(request);
var fileContent = (byte) response["ExcelFile"];
//Do whatever you need with file content - I saved it to hard drive
Huge limitation of this code – …
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.
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 …
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.
After analysis of new namespaces and methods that were released as a part of new 9.0 version I come to conclusion that “Dynamics 365 CE” Product Team actively works on elimination of gap between methods that are available to Product Team and usual developers. And here is why:
For couple of months I work on my Ultimate Workflow Toolkit. For those who doesn’t know what is it (especially for power users and consultants who doesn’t write code but like build and use workflows) – it is a toolkit that contains steps for workflows to extend list of basic operations. To make troubleshooting of …