Category: Development

Blog, Development

How to make 9.0 Classic Client a bit cleaner

At the moment I do migration for one of customers from 8.2 ground to 9.0 cloud. I migrated all the customizations and customer was not satisfied with layout of updated classic 9.0 client. The biggest complain was related to huge whitespaces around fields. Just compare the same default forms of account entity 8.2 on the …

Blog, Development, Howto

How to share record with user using WebApi

You can use following code to share record (account in this case) with user (but you can share it with team as well) using JavaScript and WebApi without any additional development:

 

Blog, Development, Howto

How to call QuerySchedule using WebApi

Following code can be used to call QuerySchedule function using WebApi:

 

Blog, Development, Howto

How to Add Item to Campaign using WebApi

Following JS (with small changes) can be used to add Marketing List/Product/Sales Literature to Campaign:

 

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, 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.

Blog, Development

Microsoft Dynamics 365 v9.0: What’s new in clientside for devs besides Xrm.WebApi

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: