How to Create a Dynamics CRM Solution – Emailing Individual Team Members in CRM

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

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Dynamics 365 – FetchXML Throwing ‘Invalid XML.’ due to Special Characters

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.

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Dynamics 365 – How to Add a TinyMCE Editor for CRM Emails

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 –

TinyMCE

To this –

TinyMCE1

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Dynamics 365 – Hiding Navigation Groups based on User Permissions

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.

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Dynamics 365 – How to Change the Default Email Font

I recently had a requirement to change the default font used by emails in Dynamics CRM from the rather ugly defaults to something a bit more presentable, there are a few ways to go about this which I’ll mention, however, the method I’m going to cover in detail uses only OOTB customizations rather than a hacky JS function.

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Dynamics 365 Portals – Automatically Associating Contacts When Matching Email Found

As part of a current development project for a support desk utilising CRM Portals we had a requirement to allow the system to automatically associate a new B2C login with an existing contact if the email address matches.

I was admittedly worried this could be a difficult thing to do well, however, CRM Portals actually makes it extremely easy providing your email claims are linked to the primary email field in CRM.

In this article, I’ll cover the setting required to make this work.


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