This is going to be a rather complex technical article covering how to create the custom workflow step required to email all individual users in a team. This is useful for support desks or situations where you can’t or don’t want to directly email the team.
I’ll try my best to simplify this topic enough so that an individual with little to no prior experience should be able to follow it, however, if you just need to implement the functionality quickly and don’t mind paying for it I believe there are some companies or solutions online which may do this.
If you’re just wanting the code itself then check out my GitHub project – https://github.com/ShaunWilkinson/CreateActivityPartyFromString
Continue reading “How to Create a Dynamics CRM Solution – Emailing Individual Team Members in CRM”
I recently had a requirement to move all the contents of a document library to another library and anybody that has had the displeasure of having to move files in SharePoint knows what a pain that can be.
To make matters worse, due to the specific setup I was dealing with the ‘Content & Structure’ tool was a non-option as it wasn’t functioning correctly and there were a large number of nested folders in the source library. Luckily this gave me the chance to use one of my favourite power tools – PowerShell.
This article contains a script which will copy all contents of a single library to another library, by using the built-in MoveTo command where possible so no data is lost or by copying if the source and target libraries are in different site collections.
Continue reading “SharePoint 2013 – PowerShell Script to Move all Documents Between Libraries”
Today’s just a very short article that will hopefully serve as a reminder to myself and a help to others searching for how to resolve the ‘Invalid XML’ error that is generated by C# plugins and the likes utilising FetchXML for querying CRM data.
Continue reading “Dynamics 365 – FetchXML Throwing ‘Invalid XML.’ due to Special Characters”
By this point, I think it’s rather evident that Microsoft has little inclination to improve the experience of trying to create an email in CRM, time and again I’ve witnessed users struggling to create a basic email with some simple formatting because the built-in tools just don’t quite cut it.
To improve this situation, let’s add TinyMCE support to our email form in CRM which will allow our users to add some proper formatting and some extra goodies such as tables and source code without issue.
We’ll go from this –
To this –
Continue reading “Dynamics 365 – How to Add a TinyMCE Editor for CRM Emails”
We recently updated our SharePoint instance with the latest update and realised that suddenly all of our workflows were starting to throw a ‘Failed to Start’ status, which upon further investigation, it was found that we were seeing the following error in the SharePoint ULS Logs –
Type System.CodeDom.CodeBinaryOperatorExpression is not marked as authorized in the application configuration file.
Continue reading “SharePoint 2007/2010/2013 – Workflows Failing with ‘Failed to Start’ Error”
This article will cover segregating projects by status so that it is easy to only see active projects or completed projects etc, although I will cover creating fields and views which will be useful to some. I would like to thank Andre’s Microsoft ECM Blog and specifically, the ‘Archiving completed projects in Project Server 2010 or 2013’ post which covered these steps.
If you’ve found this article then you will likely need to follow the first three sections below to get everything set up as required. Once that’s done though you may use the last section – “Archiving Projects” to archive future projects.
Continue reading “SharePoint/Project Server 2013 – How to Archive Completed Projects”
I thought this would be a straightforward request to deal with – “We need to hide Sales, Marketing and Settings for some users”. But when you actually start to get into it you’ll quickly realise that at least the Sales and Marketing groups both contain ‘Contacts’ as well as a few other shared entities which means you can’t just hide it by not allowing access to the entities shown in the grouping.
The solution is to use XrmToolBox which I’ve briefly covered in an article before – Useful CRM 2013 Tools – and specifically the SiteMap Editor Plugin which will allow us to set custom permission requirements to view the links within the navigation groups and hide them easily.
Continue reading “Dynamics 365 – Hiding Navigation Groups based on User Permissions”