‘Copy Opportunity Line Items’ solutions now supports CRM 2016 and the new WebAPI

I’ve completely rewritten the solution to work with CRM 2016 and removed all external dependencies in the process, this does unfortunately mean that this solution no longer supports CRM 2013 however v1.2 is stable and works for CRM 2013 perfectly.

Update 1.3

  • This version and new versions will only be compatible with CRM 2016.
  • Updated solution to use the CRM 2016 WebApi version 8.0
  • Totally rewritten with the WebApi in mind (likely to rewrite sections in future, however it works)
  • Removed SDK.REST dependency
  • Removed JSON2 dependency
  • Removed limitVisibilityToOpportunity js file (replaced with XML in the Application Ribbon)
  • Solution no longer alerts the user upon clicking ‘Copy Items’ button
  • Solution will no longer replace price list unless required.
  • Solution will no longer display the ‘remove current items’ question unless there are current items.

The latest version can be found at https://github.com/ShaunWilkinson/CopyOpportunityProducts/

WindowsSearch error when installing Dynamics CRM on Server 2016

I’ve been testing the migration process from CRM 2013 to CRM 2016 recently and came across a potential issue, in some cases it seems that Windows Server 2016 has the search service disabled which causes an error message stating –

‘Action Microsoft.Crm.Setup.Common.InstallWindowsSearchAction failed. The service cannot be started, either because it is disabled or because it has no enabled devices associated with it. (Exception from HRESULT: 0x80070422)’

Continue reading “WindowsSearch error when installing Dynamics CRM on Server 2016”

‘Copy Opportunity Line Items’ solutions now supports CRM 2016 and the new WebAPI

I’ve completely rewrote the solution to work with CRM 2016 and removed all external dependencies in the process, this does unfortunately mean that this solution no longer supports CRM 2013 however v1.2 is stable and works for CRM 2013 perfectly.

Update 1.3

  • This version and new versions will only be compatible with CRM 2016.
  • Updated solution to use the CRM 2016 WebApi version 8.0
  • Totally rewritten with the WebApi in mind (likely to rewrite sections in future, however it works)
  • Removed SDK.REST dependency
  • Removed JSON2 dependency
  • Removed limitVisibilityToOpportunity js file (replaced with XML in the Application Ribbon)
  • Solution no longer alerts the user upon clicking ‘Copy Items’ button
  • Solution will no longer replace price list unless required.
  • Solution will no longer display the ‘remove current items’ question unless there are current items.

The latest version can be found at https://github.com/ShaunWilkinson/CopyOpportunityProducts/

Loading and Using Required Form Libraries Programmatically – JavaScript CRM 2013

Something I had quite a bit of trouble figuring out when I set out to make my own CRM solution is ‘how do I use required form libraries without manually adding them to each form?’  or to put it another way ‘is there any way to programmatically load web resources?’ and the answer is “by using the code below” and “yes”.

Before I continue I would like to give credit to Inogic from the Dynamics Community for providing the code I originally used.

Continue reading “Loading and Using Required Form Libraries Programmatically – JavaScript CRM 2013”

Release of ‘Copy Opportunity Line Items’ CRM 2013 Solution

I’ve released a small solution on CodePlex for CRM 2013 online and on-premise which adds a new command bar button to the opportunities entity which will allow you to perform a lookup of another opportunity and to copy the line items from that opportunity to the current one.

Copy Opportunity Line Items – Dynamics CRM Solution

Continue reading “Release of ‘Copy Opportunity Line Items’ CRM 2013 Solution”

SharePoint Calculated Column and Nested IF’s Limitation Cheat Sheet

I thought I would gather some information on the limitations of calculated columns and nested if statements in different SharePoint versions. This is just meant to act as a really basic limitations cheat sheet which I’ll update if I find out anything new.

Continue reading “SharePoint Calculated Column and Nested IF’s Limitation Cheat Sheet”

Why doesn’t the ‘Local Facilities/Equipment’ view show local facilities/equipment?

I’m currently studying for my latest CRM exam and noticed an interesting issue with the default “Local Facilities/Equipment” view found when trying to assign resources for a service, it doesn’t necessarily show just local equipment!

Continue reading “Why doesn’t the ‘Local Facilities/Equipment’ view show local facilities/equipment?”