Category Dynamics CRM 2013

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 – 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 – Populating Test Environments with Sample Data

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An often overlooked feature of Dynamics CRM is the ability to quickly and efficiently add sample data and to remove said sample data once you’re happy with your setup, which is a great help to any form of testing.

In this short article, I’ll go over adding and removing Sample Data from your deployment.

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Dynamics 365 – Email ‘From’ Field Grayed Out/Locked/Read-Only

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With new updates come’s new bugs and this one certainly caught us off guard when we realised that we could no longer set the ‘From’ field of emails in our Dynamics system. This article will go over the details of a workaround to this issue until the problem is resolved with a future update.

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Dynamics 365 – Error -2147218683, At least one system user or queue in the organization must be a recipient

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There’s an awful lot of questions about this issue online with very few answers and it’s, unfortunately, something I came across earlier today when we realised that suddenly our support desk in CRM had stopped receiving any emails.

In this article, I’ll go through some things to check that fixed the issue for me and will hopefully help anybody else experiencing this.

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Release of ‘Get Total Records Count Solution’ Dynamics 365 Solution

shaun.wilkinson 1 Comment

Although I created this some time ago in order to get an accurate count of important records in our system it’s taken me some time to tidy it up and get it ready for release to the public.

The project and all source code are available on GitHub, feel free to use it in any manner you see fit, however, I’d appreciate being credited and hearing about whatever you do with it.

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Dynamics – ‘First Response By’ & ‘Resolve By’ not being Populated

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I’ve seen quite a few people asking why the ‘First Response By’ and ‘Resolve By’ fields found on the cases CRM forms and within the Engagement Hub aren’t populated. I’ve seen people often assume this is a bug however that’s not the case.

Below I’ll go through a few reasons why these may not be getting filled in.

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Dynamics – How to Setup Plugin Tracing in Custom Workflow Steps C#

shaun.wilkinson 2 Comments

This is likely a side-effect of me being rather new to coding in C# and coding CRM solutions however I came across an issue in that I needed to create some tracing on a plugin however I couldn’t add it as a parameter of the Execute function.

I’ll cover two ways to enable tracing within a custom plugin, the standard way which everyone suggests and a workaround which I used –

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Dynamics – C# Input/Output Parameters Cheat Sheet

shaun.wilkinson 2 Comments

I’ve been doing some work on expanding Dynamics in order to create a solution capable of scheduling automatic reporting to email addresses recently (a very interesting subject) and found it difficult to find a complete list of input parameters for use in my custom workflow step.

Below I’ve included all the examples I’ve found –

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