Category Dynamics 365 / CRM 2016

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

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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

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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

shaun.wilkinson 12 Comments

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

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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

shaun.wilkinson 4 Comments

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

shaun.wilkinson 1 Comment

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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Dynamics 365 – Closing an Incident/Case Automatically Based on Status and Time Waiting

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Today I’ll be demonstrating a simple method to close a case automatically if it remains in a specified Status for a certain length of time. This is particularly useful if you want to close cases if, for example, they haven’t had a reply from a customer within two weeks or similar.

To do this you will require the permissions to create workflows and fields on the case entity.

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Release of ‘GetGUID’ Custom Dynamics CRM C# Workflow Step

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This small custom workflow step allows you to get the GUID of any record within a workflow whether built-in or a custom entity.

The project and all source code are available on GitHub, feel free to use it in any manner you see fit.

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Dynamics 365 – CRM Portals Entity Form Action Button Filter Criteria

shaun.wilkinson 3 Comments

I recently had a user requirement which required functionality that wouldn’t be possible using the CRM Portals built in ‘Case Reopen’ button which led me to recreating the functionality using a custom Workflow Action Button. Although that worked functionally it did have a problem.

I needed to filter the buttons visibility based on fields within the case record.

There is the ability to filter button visibility in Portals but there is no official documentation regarding the feature, which is called “Filter Criteria”.

In the article below I will cover how this actually works and how you can use it yourself.

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